1
rich
Libsyn
https://www.libsyn.com
90
600
Your Stock Is Down. Here’s What Executives Actually Do About It.
I n this episode, Left Brain Wealth Management CEO Noland Langford and Director of Research Brian Dress address one of the most painful and underserved situations in executive finance: your concentrated company stock position is falling — and you don’t know whether to act or wait. Noland and Brian walk through the psychology of why executives get stuck, the real options available beyond “sell everything or do nothing,” and the practical steps you can take right now — even if you’re not ready to make a big move yet. Topics covered: • The emotional weight of watching your net worth decline in real time • Why company loyalty becomes a financial liability at the wrong moment • The tax reality of RSUs: ordinary income on the way in, capital loss on the way out • The anchoring trap and how to reframe your thinking • How to talk to your spouse about this before it becomes a crisis • What documents to bring to a first advisor meeting • Questions every executive should ask a potential financial advisor — and the red flags that disqualify one Resources mentioned: • Book a free 30-minute call with Brian Dress: https://tinyurl.com/Book30MinutesWithLeftBrain • The Executive’s Guide to Managing Company Stock (free e-book): https://leftbrainwm.com/theexecutiveguide • Left Brain Wealth Management: leftbrainwm.com | 630-517-9300
Left Brain Thinking
http://leftbrainir.libsyn.com/website
<iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41312375/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe>
https://assets.libsyn.com/secure/content/202001550