EPISODE · May 15, 2024 · 15 MIN
Foundation 6: Diversification, What Many Investors Miss
from Wealth Wisdom Financial Podcast · host Brandon Neely and Amanda Neely, CFP®
You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds? In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it. We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets? In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you. And never forget: Different is good! 00:00 Kevin's Journey: A Lesson in Diversity 02:18 Diving Deep into Diversification 03:37 Personal Stories and Financial Insights 07:25 Rethinking Diversification in Finance 11:35 Creative Financial Strategies and Future Foundations Links mentioned in the episode: Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg
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Foundation 6: Diversification, What Many Investors Miss
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