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!

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Connect with Sam Diarbakerly: 

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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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Generation Capital Advisors: A better way to manage wealth (Ep. 1)

Generation Capital Advisors: A better way to manage wealth (Ep. 1)

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Most wealth problems are not caused by one bad investment; they come from complexity that never gets cleaned up.

In this episode, Matt Ackerman hosts a conversation with Samuel Diarbakerly to talk about why “simplification is the ultimate form of sophistication,” and what it actually takes to make wealth management feel clear, coordinated, and human. Samuel Diarbakerly shares how Generation Capital Advisors was built to deliver family-office-level coordination without the typical ultra-high minimums. They walk through the firm’s planning-first process, why most people cannot even find their existing financial plan, and how the right team can quarterback tax, estate, investments, insurance, and client service as one connected strategy. The conversation also covers the “core and explore” portfolio structure, using technology and selective AI thoughtfully, and building a generational firm culture rooted in partnership and kindness.

What to expect:

  • Why simplification can be a competitive advantage in wealth management
  • The difference between investment management and holistic planning leadership
  • “Core and explore” portfolios, endowment-style simplicity, and purposeful complexity
  • How strong advisors coordinate CPA, estate attorney, and planning conversations
  • The generational question families quietly worry about most
  • Where technology, cybersecurity, and AI fit, and where they should not
  • Why Integrated Partners became the operational backbone for Generation Capital’s growth
  • And more!

Connect with Sam Diarbakerly: 

Connect with Matt Ackerman:

About our Guest:

Matt Ackerman is a leader at Integrated Partners and the episode host. He guides a candid conversation with Samuel Diarbakerly on how modern advisory firms can combine high-touch service, thoughtful technology, and disciplined planning to help families simplify complexity and stay focused on what matters most.

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