The Personal Finance Podcast

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

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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?


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      •  Links Mentioned in This Episode: 

      • The 1-3-6 Method For Building & Managing Your Emergency Fund
      • How to Access Your Retirement Funds Early!
      • 7 Financial Scams to Watch Out for in 2024
      • 12 Amazon Scams You Need to Watch Out For!


        • Connect With Andrew on Social Media: 

        • Instagram 
        • TikTok
        • Twitter 
        • Master Money Website 
        • Master Money Youtube Channel 


           Free Guides:  

          • The Stairway to Wealth: The Order of Operations for your Money 
          • How to Negotiate Your Salary 
          • The 75 Day Money Challenge 
          • Get out Of Debt Fast 
          • Take the Money Personality Quiz

            • Learn more about your ad choices. Visit megaphone.fm/adchoices

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            The Personal Finance PodcastBy Andrew Giancola
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