Four Diversification Steps to Find the Right Mix for Your Retirement Money

05/04/2018 53 min
Four Diversification Steps to Find the Right Mix for Your Retirement Money

Listen "Four Diversification Steps to Find the Right Mix for Your Retirement Money"

Episode Synopsis

Most people are familiar with the concept of diversification as it applies to their assets — spreading money across stocks, bonds, cash, etc., so all your eggs aren’t in one basket. What many don’t know is that with retirement looming on the horizon, they need to consider several different levels of diversification to give their assets a better chance of providing enough income to last throughout retirement. This show walks listeners through each of the four levels of diversification — across assets classes, within asset classes, in the tax profiles of their assets, and in the income sources they’ll rely upon during retirement — providing them with steps to help ensure their assets are appropriately diversified for the next phase of life.

If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/four-diversification-steps-to-find-right-mix-for-your/id1053921132?i=1000408255284? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!