4 Key Steps To Finding The Right Diversification Mix For Your Retirement Money

One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you through each level of diversification in steps that are easy to understand and implement.

On yesterdays episode of the Texas Financial Advisory Show, Brooklynn walks listeners through each of the four levels of diversification — across assets classes, within asset classes, in the tax profiles of their assets, and in the income sources they’ll rely upon during retirement — providing them with steps to help ensure their assets are appropriately diversified for the next phase of life.