In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s balanced, resilient, and aligned with your goals. We’ll break down sector diversification, strategic long-term investing, tax diversification, and how to manage risk in retirement through smarter allocation.
You’ll learn why different investments in different types of accounts (taxable, tax-deferred, tax-free) can have dramatically different outcomes—even if they hold the same assets. We’ll also explore how diversification shifts as you transition from growth mode to retirement income planning, and why not all investments belong in every phase of life.
Whether you're decades from retirement or approaching it soon, this episode will help you build a portfolio that stands the test of time—through every market season.
🎯 Build Your Diversified Portfolio With Purpose
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