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November 15, 2025

GRFTFS: Diversify Even if Performance is Good?

29 minutes

"I’m 58 and about 40% of my portfolio is in company stock from where I’ve worked for 25 years. Should I diversify even if it’s been performing well?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I’m 66 and recently realized my IRA still lists my ex-spouse as the beneficiary. If I update it now, does that override my will — or do I need to change both?

We’re 60 and planning to move to another state after retirement. How do we compare the tax implications of different states before we move?

We’re both 65 and in good health, but we didn’t buy long-term care insurance. Can we self-fund care if needed, and how much should we set aside?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 11/12/2025

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By GenWealth Financial Advisors

4.1

1919 ratings