Are You Truly Diversified? How to Protect Your Wealth for the Future (Money Q&A)

In this episode of the Personal Finance Podcast Money Q&A, we're going to answer some questions about are you truly diversified and how to protect your wealth for your future?

Show Notes

In this episode of the Personal Finance Podcast Money Q&A, we're going to answer some questions about are you truly diversified and how to protect your wealth for your future?

Today we are going to answer these questions:

Question 1: Are we diversified enough for retirement without Social Security or pensions?

Question 2: I’m rolling over $120K into a Fidelity Roth IRA—how do I invest it without feeling overwhelmed?

Question 3: I have a $7K/month military pension but little savings—how should I build wealth in my 50s?

Question 4: Should I shift my son's $130K 529 plan into safer investments as college gets closer?

Question 5: How can I build charisma to improve my professional connections and confidence?

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