Preview Mode Links will not work in preview mode

Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

Subscribe on Apple Podcasts

Subscribe on Android

  1. All Episodes
  2. Do You Have Too Much Real Estate in Your Retirement Portfolio?

Do You Have Too Much Real Estate in Your Retirement Portfolio?

Jan 10, 2025

Everyone wants to find the right mix of investments, but it’s easy to become over-concentrated in a specific asset. Real estate investors will often run into this dilemma as property values rise and home equity increases.  In this show, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® will answer a question about how much real estate is too much and how should you start shifting investments as you approach retirement.

Here’s what we discuss in this episode:

0:00 – Intro and question

0:57 – First step

2:53 – What are your retirement needs?

4:38 – Over-concentration

6:09 – Numbers to address

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/ 

Check us out on YouTube: https://bit.ly/3CcAzai