Everyone wants to find the right mix of investments, but it's easy to become over-concentrated in a specific asset. Real estate investors will often run into this dilemma as property values rise and home equity increases. In this show, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® will answer a question about how much real estate is too much and how should you start shifting investments as you approach retirement.

Here's what we discuss in this episode:

0:00 – Intro and question

0:57 – First step

2:53 – What are your retirement needs?

4:38 – Over-concentration

6:09 – Numbers to address

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

Check us out on YouTube: https://bit.ly/3CcAzai