Ep 72: The Three Worlds of Money

Just about everyone is familiar with the phrase diversification and what it means in financial planning, but what does it take to be properly diversified?

On this episode of the podcast, we’ll break it down to the three worlds of money and explain why finding balance among these will provide you with the diversification you need to have a successful retirement. Each of these play a key role in planning and it’s important that you find the right mix for investing your money.

You can listen to the full episode or use the timestamps below to find a specific segment.

1:12 – The Banking World

5:25 – The Insurance World

10:37 – The Wall Street World

17:18 – Finding balance with our clients

20:23 – Mailbag question on old 401K accounts

22:12 – Mailbag question on taxes in retirement

 

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