Wealth Wisdom Financial Podcast

Foundation 6: Diversification, What Many Investors Miss


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Wealth Wisdom Financial PodcastBy Brandon Neely and Amanda Neely, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

52 ratings


More shows like Wealth Wisdom Financial Podcast

View all
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,847 Listeners

Money Ripples Podcast by Money Ripples Podcast

Money Ripples Podcast

136 Listeners

Not Your Average Financial Podcast™ by Not Your Average Financial Podcast™

Not Your Average Financial Podcast™

122 Listeners

Life Success & Legacy by Life Success & Legacy

Life Success & Legacy

34 Listeners

The Wealth Without Wall Street Podcast by By Russ Morgan & Joey Muré

The Wealth Without Wall Street Podcast

269 Listeners

BetterWealth with Caleb Guilliams by BetterWealth Media

BetterWealth with Caleb Guilliams

247 Listeners

The Bible Recap by Tara-Leigh Cobble

The Bible Recap

36,296 Listeners

Banking With Life Podcast by James Neathery

Banking With Life Podcast

76 Listeners

Money School Elite by Chris Naugle

Money School Elite

63 Listeners

Wealth On Main Street by Richard Canfield & Jayson Lowe

Wealth On Main Street

12 Listeners

Without the Bank Podcast by Mary Jo Irmen

Without the Bank Podcast

46 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,982 Listeners

Infinite Banking Mastery by Valerie LaRoque

Infinite Banking Mastery

23 Listeners

The Money Multiplier Podcast by The Money Multiplier

The Money Multiplier Podcast

29 Listeners

Wealth Warehouse by The IBC Guys via Podcast Principles

Wealth Warehouse

121 Listeners