Are You Really Diversified? Plus Life Insurance Gaps and Protecting Family Wealth

About this episode

The episode discusses true diversification in investments, life insurance coverage for employees, and answers listener questions on various financial topics.

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.

People in this episode

Hosts: Bob, Brian

Topics covered

• diversification
• life insurance
• family wealth protection
• retirement planning
• tax planning
• alternative investments

Keywords

• diversification
• life insurance
• retirement
• tax planning
• family wealth
• 401(k)
• private equity
• crypto

Mentioned in this episode

Organizations: Allworth Financial

Places: Florida

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