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GRFTFS: Diversify Even if Performance is Good?
Manage episode 519604516 series 3033836
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"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
685 episodes
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