Having $15 million in Nvidia stock sounds like winning the lottery.

But here's the reality.

Having a concentrated position like this can either buy you freedom or it can lock you into fear of losing it all.

In today's case study, we're going to walk through an actual sample plan of someone with this exact amount in Nvidia stock

to show what planning opportunities exist to turn that success, to turn that wealth into peace of mind and confidence going forward.

Here's a comment from one of you on one of our recent videos.

You had said here, 20 million is very significant, but not enough to be completely financially worry-free.

There's a difference between accumulating wealth and keeping it.

My name is Ari Taublieb, and I am recording this with James. This is a collaborative

video, which we are putting out every Saturday for the next few weeks so that if you're in a

similar position where you have saved and invested well and you have concentrated stock wondering

what the heck you should do to make the most of your situation, then you're in the right spot.

So, right, today we're talking about a case study that's based on a few clients we've worked

with in very similar positions. This individual has about $15 million in Nvidia stock,

which begs the question, how relevant is this actually?

Invidia has 36,000 employees. Half of those employees, 18,000 have a net worth of

25 million or higher. So what we're doing today is not just saying how do you get there, but what do you

do once you're there? What do you do when you have that level of wealth? What planning opportunities

exist? James, I know what you do. It's very easy. You cry when your friend says diversify because I know I should diversify, but I don't want to pay the tax bill and I've done so well. What if it just keeps doing better? Do I even need to diversify? Yes, all right. So the video that we're going to do today is we're going to look at real strategies, not just, yeah, diversify everything and you'll be good. We're looking at real strategies specific to Nvidia employees that say here's what you can do to make the most of what you have. And what you can see here is we're looking at Paul and Tammy. Paul and Tammy are sample clients, sample plan, but they have about $15 million in concentrated in Vida stock. You can see they

do have other assets here. They have an investment account that has some other investments in it,

Apple, Amazon, a few other funds, but overall they have about $21 million in liquid net worth.

And then they also have some cash, some real estate, some cryptocurrencies here that bring their total net worth to about $24 million. All right, last week, we did a video talking about what can you do when you retire? How much could you spend when you retire with a net worth like this? So we're going to skip over some of that. Take a look at next week's video or last week's video to see what can you actually do? How much can you spend? Because as you can see here, they want to spend a good amount of money, but they're still projected

...