Mar 03 2025 43 mins 34
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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Links Mentioned in This Episode:
- The 1-3-6 Method For Building & Managing Your Emergency Fund
- How to Access Your Retirement Funds Early!
- 7 Financial Scams to Watch Out for in 2024
- 12 Amazon Scams You Need to Watch Out For!
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