Asset Preservation Hour #227 - Diversification, Real Estate Investing & Tax Planning for Retirement

📺 Asset Preservation Hour: Diversification, Real Estate Investing & Tax Planning for Retirement Success | Stewart Willis, Dan Murphy & Nathan Faldmo. Are you truly diversified - or just holding different versions of the same investments? In this episode of Asset Preservation Hour, Stewart Willis and the Asset Preservation team explore one of the most misunderstood concepts in investing: diversification. They also tackle the role of real estate in retirement planning, self-directed IRAs, and why tax planning remains one of the most powerful tools available to retirees. Many investors believe owning dozens of stocks, mutual funds, or target-date funds automatically creates diversification. But as the team explains, overlapping holdings, concentration risk, and market correlation can leave investors far more exposed than they realize. 🔹 What true diversification looks like - and why many portfolios aren't as diversified as they appear 🔹 The hidden risks of target-date funds, 401(k)s, and "set-it-and-forget-it" investing 🔹 Real estate investing: when rental properties make sense - and when they don't 🔹 Self-directed IRAs explained: the pros, cons, and tax implications of holding real estate inside retirement accounts 🔹 Gold IRAs and precious metals: understanding the costs, liquidity concerns, and common misconceptions 🔹 Why tax planning - not just investment management - can dramatically improve retirement outcomes The team also discusses required minimum distributions (RMDs), Roth conversion opportunities, real estate depreciation strategies, and how today's historically favorable tax environment creates opportunities that many retirees are overlooking. Whether you're evaluating rental properties, considering a self-directed IRA, or simply trying to build a more resilient retirement portfolio, this episode provides practical insights to help you make informed decisions. 💡 Ready for a second opinion? Call 833-602-7526 or book your free retirement review