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Diversification or duplication? What retirement savers get wrong

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Manage episode 488608966 series 3561332
Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Many retirement savers believe they’re diversified simply because they have multiple accounts. What they don’t realize is that these accounts often hold the same types of investments, leaving them exposed to more risk and in danger of underperformance. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll cover the keys to identifying the proper strategy to optimize your 401(k) and pre-tax accounts.
Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.
  continue reading

76 episodes

Artwork
iconShare
 
Manage episode 488608966 series 3561332
Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Many retirement savers believe they’re diversified simply because they have multiple accounts. What they don’t realize is that these accounts often hold the same types of investments, leaving them exposed to more risk and in danger of underperformance. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll cover the keys to identifying the proper strategy to optimize your 401(k) and pre-tax accounts.
Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.
  continue reading

76 episodes

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