The Retirement Paycheck ShowThe Retirement Paycheck Show

The Risk of Holding Too Much of a Winning Stock

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The Retirement Paycheck Show

Tune in each week as Steve Standley from Standley Financial Group brings you clear, practical retirement planning tips and advice on demand! With more… 
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A rising market feels great, but what happens when your retirement paycheck depends on it during the next downturn? In this episode, Steve Standley explains why retirees need an income strategy before market volatility arrives. He discusses building an income floor, managing concentration risk in highly appreciated stocks, navigating tax considerations, and using tools like tax-loss harvesting to reposition a portfolio. Steve also shares why retirement planning isn't about predicting the market's next move, but about preparing for a range of outcomes while keeping your long-term goals in focus.

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The Retirement Paycheck Show

Tune in each week as Steve Standley from Standley Financial Group brings you clear, practical retire… 
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