Tag: Financial Planning

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How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

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Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan.

In this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives and high-net-worth families: managing a concentrated stock position. Sam shares how these positions form, the risks they create, and the smart, tax-efficient strategies clients can use to diversify without losing hard-earned gains.

Through real-world examples and expert insights, Rex and Sam explore techniques like direct indexing, hedging, exchange funds, and charitable gifting to help listeners turn a concentrated holding into a more balanced and resilient portfolio. It’s an essential guide for anyone with significant equity exposure who wants to de-risk strategically and preserve long-term wealth.

What to expect:

  • The biggest risks of holding a concentrated stock position
  • How to diversify tax-efficiently using direct indexing and hedging
  • When exchange funds or charitable giving strategies make sense
  • Why planning first (before selling) can protect more than returns
  • And more!

Resources:

Connect with Sam Diarbakerly: 

Connect with Rex Berger: 

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Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)

Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)

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What happens when families avoid the estate planning conversation? 

In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover the often-overlooked truth: the greatest gift you can give your loved ones is clarity.

Together, they walk through the emotional, legal, and financial consequences of not having key documents like trusts, healthcare proxies, or powers of attorney in place. From avoiding probate court chaos to navigating guardianship for minor children, Crosby makes a complex topic feel human and manageable, with a touch of humor, too.

Here’s what you can expect from this release:

  • A breakdown of why revocable trusts are often preferable to wills
  • Real-world stories of what can go wrong without a plan
  • Guidance on choosing the right healthcare proxy and guardian
  • A checklist of critical documents to get in place now
  • And more!

Connect with Sam Diarbakerly: 

Connect with Crosby Elliott:

About Our Guest: 

Attorney Crosby Elliott is a partner at the firm and assists individuals and families in all aspects of estate planning and trust and estate administration. Crosby’s experience in both planning and administration allow him to expertly advise clients through their many stages of life. Crosby prides himself on building relationships with clients to help simplify what can often be an overwhelming experience.

Crosby’s practice focuses on how best to minimize or avoid Massachusetts or federal estate taxes, avoid probate, shield assets from the cost of long-term care, and protect assets for beneficiaries. Crosby accomplishes these goals by employing sophisticated and comprehensive estate planning techniques, including the use of revocable trusts and various irrevocable trusts. Crosby also prepares federal gift tax returns.

A significant portion of Crosby’s practice also involves counseling clients through the administration of a loved one’s trust or estate. In doing so, Crosby regularly prepares and files both Massachusetts and federal estate tax returns, petitions with the probate court, and assists in dispute resolution between parties. Crosby also hosts presentations at businesses, organizations, and clubs on the importance of estate planning.

Outside of the office, Crosby enjoys spending time with his family, friends, and his dog. During the non-winter months, Crosby spends his free time either in Kennebunkport, Maine, hiking along the Appalachian Trail, or just generally enjoying the outdoors.

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Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

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What’s the real secret to building and managing significant wealth?

Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncover what sets Generation Capital Advisors apart. Joined by Matt Ackerman, Chief Brand Officer at Integrate Partners, Sam shares his vision and the passion driving his team from being a modern, holistic wealth management firm to acting as an outsourced CFO for ultra-high-net-worth clients. 

Sam and Matt discuss: 

  • The five distinct pillars of wealth management that guide Generation Capital’s approach [00:01:02]
  • Innovative strategies for cross-generational wealth education and empowerment [00:06:56]
  • Using technology and personalized service to deliver a world-class client experience [00:13:57]
  • A proactive approach to financial education, breaking the “money silence” for future generations [00:21:02]
  • And more

Connect with Sam Diarbakerly: 

Connect With Matt Ackermann:

About Our Guest: 

Matt Ackerman supports Integrated Partners’ growth by creating content that enlightens, informs, and entertains. He’s passionate about shining a spotlight on the incredible advisors and thought leaders at Integrated, using blogs, podcasts, and multimedia to showcase their talent in meaningful ways.

Known for bringing creativity and energy to every role, Matt has always considered himself lucky to have “the fun job.” Throughout his career, he’s used storytelling to highlight the outstanding work of financial advisors across the country—sometimes coloring inside the lines, and other times boldly stepping outside them.

With more than 20 years of experience in wealth management media, Matt joined Integrated in 2020 after serving as director of multimedia at InvestmentNews, where he earned 15 ASPBE awards for digital content creation. His work included Practice Makeover, a reality series aimed at helping advisors revamp their businesses, and a documentary on impact investing that premiered at the United Nations in 2019. Prior to that, he held roles at Financial Planning, American Banker, and the New Jersey Law Journal, where he was named “Rookie of the Year” by the New Jersey Press Association in 1997.

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