George Wright III interviews financial strategist Jeff Stock, CEO and founder of Stock Alternatives, about tax-optimized wealth building, risk management, and alternative investments. Stock shares his path from actuary to fund manager, including early lessons from losing over 80% in a student-managed endowment fund during the dot-com crash and how it shaped his focus on diversification and correlations.

He talks about how many advisors rely too heavily on stocks/bonds and emphasizes alternatives such as real estate development, fix-and-flips, trading strategies, oil and gas, and investments designed to perform in market corrections. Stock highlights advanced tax planning for high earners, including clean energy/EV charger incentives, depreciation, and strategies to reduce taxes by up to 60%, and discusses evaluating opportunities by targeting high returns across multiple deals. He also previews his upcoming podcast and shares ways to connect.

01:10 Actuary to Fund Manager

02:23 Early Investing Lessons

05:19 Actuarial Edge and Tax Savings

06:46 What Advisors Miss

08:24 Downturn Proof Diversification

10:00 EV Charger Tax Strategy

12:03 Evaluating Deals Framework

13:55 High Earners and After Tax Returns

16:09 Advanced Write Off Stories

17:41 Why Jeff Started a Podcast

20:17 How to Connect and Next Steps

21:30 Favorite Alternative Investments

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George Wright III

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About the Guest:

Jeff Stock is a private wealth strategist, actuary, and founder of Stock Alternatives, a firm focused on helping high-income and high-net-worth individuals grow and protect their wealth through tax-efficient and alternative investment strategies.

He is known for combining risk analysis, financial modeling, and real-world investment strategies to create systems that go beyond traditional financial planning.

Guest Resources:

Website: https://www.stockalternatives.com

Personal Site: https://www.jeffstock360.com

LinkedIn: Jeff Stock, FSA, MAAA