Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 16 November 2021

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Can your investment portfolio be over diversified? How do dividends and net unrealized appreciation (NUA) work? How will ownership inequality in the stock market impact future returns for most investors? What do Joe & Big Al think of target date funds? Plus, the YMYW podcast is now on video! Watch the fellas spitball on annuities, bonds, long-term treasuries, risk tolerance, and the buckets of money investing strategy. Show notes, video clips, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-352

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 352, Joe and Big Al, are answering your retirement investing questions.
0:07.8	Can your portfolio be over-diversified?
0:10.8	How do dividends and net unrealized appreciation or NUA work?
0:15.5	How will ownership inequality in the stock market impact future returns for most investors?
0:20.8	And what do the fellas think of target date funds?
0:23.6	Plus, part way through this episode, we start something completely new and exciting.
0:27.6	The YMIW podcast is now on video.
0:31.6	Don't just listen. Now you can watch Joe and Bigel answer your questions
0:35.6	on investing extra cash in annuities or bonds,
0:39.2	long-term treasuries, figuring out your risk tolerance and the buckets of money investing strategy.
0:44.7	Oh boy, I better get my makeup on straight.
0:46.9	Click the link in the description of today's episode and your podcast app to go to the show notes,
0:50.8	see the new video clips, subscribe to the podcast on YouTube, and to Ask
0:55.3	Joe and Big Al on air. I'm producer Andy Last, and here are the hosts of Your Money, Your
1:00.5	Wealth, Joe Anderson, CFP, and Big Al Clopine CPA.
1:05.5	We got Wyatt. Right Tim from North Dakota. I like that name wyatt white white irp yep i wonder how many times
1:14.0	he hears that daily oh my god hi andy big allen joe i'm a big fan of your podcast and look
1:22.2	forward to new episodes each week i'm a long-time listener first-time caller um i have a question
1:27.4	that i haven't heard covered
1:29.1	in your previous shows. Is there a point where you become too diversified in your portfolio?
1:36.7	So over-diversification. Yeah. Okay. All right. 27 years old from the frozen tundra up in Fargo, North Dakota.
1:46.4	My brother-in-law is from Fargo, North Dakota.
	...

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