Foundation 6: Diversification, What Many Investors Miss

Wealth Wisdom Financial Podcast

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