BONUS call: Diversification
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 8 August 2017
⏱️ 9 minutes
🧾️ Download transcript
Summary
Last week on the BONUS call the question was about when to start diversifying. This week Ashley from Florida is asking if there's such a thing as being too diversified? With a few different retirement accounts in the works, does she need all of them? Or does less really equal more in this scenario? Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we'll arrange to get you on. Don't forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call of the Week. |
| 0:05.7 | We're sponsored by Betterment, the largest independent online financial |
| 0:09.6 | advisor. |
| 0:10.4 | Don't forget you've got two chances every week to get on the air. |
| 0:13.3 | Tuesdays we do this call of the week and then on the longer show which we drop on |
| 0:17.6 | Thursdays. Just shoot us an email. Ask Jill at better off podcast |
| 0:21.7 | dot com. Today we're talking to Ashley in Florida. Hi Ashley |
| 0:25.8 | welcome to the program. What can I do for you today? |
| 0:28.6 | Hi Jill I have a couple of questions about some retirement items. |
| 0:33.5 | Okay. |
| 0:34.5 | And I'll just jump right into them. |
| 0:36.6 | Do it. |
| 0:37.6 | Okay, so I feel like I'm over-diversified |
| 0:40.9 | in my retirement. |
| 0:42.0 | I have a government TSP, because I'm military. I have a Roth IRA. I have a |
| 0:48.7 | traditional IRA, which I'm currently using because I have to do backdoor IRA based on my husband and I's income |
| 0:55.9 | and I also have a Roth annuity. What do you mean a Roth annuity? You mean you have a Roth IRA that's |
| 1:02.2 | invested in an annuity? |
| 1:04.0 | Yes, ma'am. |
| 1:05.0 | I love that you call me ma'am, but you have to stop that right now. |
| 1:07.0 | It makes me feel super old. |
| 1:09.0 | Okay. |
... |
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