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How Will the $84 Trillion Wealth Transfer Play Out?

Ask The Compound

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Navigating Real Estate and Investment Diversification

This chapter explores a young couple's extensive real estate portfolio and their dilemma about concentrating wealth in real estate versus diversifying investments. The discussion highlights financial strategies tailored for younger investors, including the management of Restricted Stock Units (RSUs) and the importance of diversification to mitigate risks. Additionally, the speakers provide insights into maximizing retirement contributions and understanding concentration risk within broader investment contexts.

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