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Do You Have Too Much Real Estate in Your Retirement Portfolio?
Manage episode 460418308 series 1507600
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
224 jaksoa
Manage episode 460418308 series 1507600
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
224 jaksoa
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