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

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Manage episode 202583629 series 148544
Content provided by Save your Retirement with Pat Strubbe and Patrick Strubbe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Save your Retirement with Pat Strubbe and Patrick Strubbe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
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269 episodes

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iconShare
 
Manage episode 202583629 series 148544
Content provided by Save your Retirement with Pat Strubbe and Patrick Strubbe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Save your Retirement with Pat Strubbe and Patrick Strubbe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
  continue reading

269 episodes

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