Listen "Listener Questions: Diversification, Retirement Savings & More"
Episode Synopsis
In today’s episode of Smart Money Questions, Matt answers a number of questions from listeners. From saving enough for retirement to claiming Social Security, we will talk through several scenarios listeners are currently facing.
and get additional financial resources here: https://wp.me/p9B077-Ku
Today's show schedule:
0:38 - We’re about to kick off summer with the holiday weekend.
4:48 - Mailbag: I have 33 different funds, is that adequate diversification?
8:20 - What is your underlying asset class?
10:29 - Mailbag: Based on my age, am I saving enough?
15:18 - Mailbag: Can I start my Social Security benefits and still earn an income?
18:37 - Mailbag: I just inherited a large unexpected sum of money, what should I do?
and get additional financial resources here: https://wp.me/p9B077-Ku
Today's show schedule:
0:38 - We’re about to kick off summer with the holiday weekend.
4:48 - Mailbag: I have 33 different funds, is that adequate diversification?
8:20 - What is your underlying asset class?
10:29 - Mailbag: Based on my age, am I saving enough?
15:18 - Mailbag: Can I start my Social Security benefits and still earn an income?
18:37 - Mailbag: I just inherited a large unexpected sum of money, what should I do?
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What Are You Saving For?
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Savings Strategies and Tax Refunds
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Where To Invest In 2025
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Setting Financial Planning Goals for 2025
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