This week on the BONUS call we’ve got Ari from New York City. Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he’s worried about the tax hit if he starts moving things around.
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Don’t forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview.
Better Off is sponsored by Betterment.
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