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Intro
This chapter discusses the vital role of diversification in financial management and wealth protection. It explores strategies for shielding assets from market volatility and highlights the importance of personalized investment approaches.
In this episode of the Personal Finance Podcast Money Q&A, we're going to answer some questions about are you truly diversified and how to protect your wealth for your future?
Today we are going to answer these questions:
Question 1: Are we diversified enough for retirement without Social Security or pensions?
Question 2: I’m rolling over $120K into a Fidelity Roth IRA—how do I invest it without feeling overwhelmed?
Question 3: I have a $7K/month military pension but little savings—how should I build wealth in my 50s?
Question 4: Should I shift my son's $130K 529 plan into safer investments as college gets closer?
Question 5: How can I build charisma to improve my professional connections and confidence?
How Andrew Can Help You:
Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast.
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Listen to the best highlights from the podcasts you love and dive into the full episode