Diversification or duplication? What retirement savers get wrong

from Money Unleashed · host Hoffman Financial Group

Many retirement savers believe they’re diversified simply because they have multiple accounts. What they don’t realize is that these accounts often hold the same types of investments, leaving them exposed to more risk and in danger of underperformance. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll cover the keys to identifying the proper strategy to optimize your 401(k) and pre-tax accounts. Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Episode metadata supplied by the publisher feed · Published Jun 13, 2025

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Diversification or duplication? What retirement savers get wrong

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