Simply Money presented by Allworth Financial

About this episode

Bob and Brian discuss diversification in today's market and explore investment options for 401(k) plans.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain what true diversification looks like in today's market—and why owning more investments doesn't always reduce risk. They also discuss a proposal that could bring private equity, crypto, and other alternative investments into 401(k) plans, and whether highly compensated employees have enough life and disability insurance coverage. Plus, they answer listener questions on navigating different retirement timelines, protecting family wealth from divorce risk, tax planning after moving to Florida, and preparing to sell a closely held business.   See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Bob, Brian

Topics covered

• diversification
• investments
• 401(k) plans
• life insurance
• disability insurance
• retirement planning
• wealth protection

Keywords

• diversification
• investments
• 401(k)
• crypto
• private equity
• life insurance
• disability insurance
• retirement
• wealth protection
• tax planning

Sponsors

Allworth Financial

Mentioned in this episode

Organizations: 401(k), crypto, private equity

Places: Florida

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