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The Personal Finance Podcast

Are You Truly Diversified? How to Protect Your Wealth for the Future (Money Q&A)

Mar 3, 2025
Discover why diversification is crucial for retirement, especially when relying on personal funds. Learn the ins and outs of rolling over retirement accounts without feeling overwhelmed. Uncover strategies to build wealth in your 50s, even with limited savings. Explore whether to adjust college savings plans as college approaches and gain insight on protecting personal data from scams. Plus, master the art of charisma to enhance professional relationships and boost your confidence.
43:48

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Quick takeaways

  • Diversification is essential for retirement planning, especially when not relying on Social Security or pensions for income.
  • Rolling over a significant amount into a Roth IRA requires careful consideration of tax implications and strategic asset allocation.

Deep dives

The Importance of Hiring Efficiently

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