{"podcast":{"title":"Money Matters by Allworth Financial","slug":"money-matters-by-allworth-financial-173477","podcast_index_feed_id":173477,"rss_url":"http://podcast.moneymatters.com/feed.xml","website_url":"http://www.moneymatters.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/729307/Image20250130122520.jpg","author":"Allworth Financial","episode_count":500,"summary":"For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.","last_synced_at":"2026-07-26T12:18:32.077702+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477"},"episode":{"title":"Concentrated Stock Positions: How to Avoid Big Taxes","slug":"concentrated-stock-positions-how-to-avoid-big-taxes","published_at":"2026-04-18T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/concentrated-stock-positions-how-to-avoid-big-taxes","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/concentrated-stock-positions-how-to-avoid-big-taxes/","audio_url":"https://mcdn.podbean.com/mf/web/priwjd9hefx2hprp/AWMM_2026418_PODCAST_16xhi9.mp3","summary":"How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allworth advisor Mark Shone, who steps in while Pat is away to break down smart, tax-efficient strategies for handling highly appreciated stock positions. They use a real-life case of a recent retiree with nearly $2 million in Apple stock to explore how to reduce risk, diversify, and balance income and legacy goals. Plus, they touch on private credit and real estate trends shaping today’s investment landscape. What You’ll Learn: -How to reduce risk in a concentrated stock position- -Strategies to diversify without triggering large capital gains -Tax-efficient ways to manage highly appreciated stock -How to balance income needs with long-term legacy goals Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.","meta_description":"How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allworth advisor Ma…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2239,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/concentrated-stock-positions-how-to-avoid-big-taxes/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/concentrated-stock-positions-how-to-avoid-big-taxes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}