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Maybe You're Not As Diversified As You Think (with Charles Schwab's Jeff Kleintop)

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Stacking Benjamins

Stacking Benjamins


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Charles Schwab's chief global investment strategist Jeff Kleintop joins us to talk diversification. Are your investments really doing less to help your portfolio avoid risk (and gain rewards) that you hope? We'll find out some surprising news from Jeff on today's show.

Also, in our headline segment, we'll tackle some surprising news from Merrill Lynch about IRAs AND discuss the best way to keep your retirement portfolio on track.

On our hotline segment, Patrick asks about his Roth IRA; if you put too much in, how do you take it back out? Doug also shares some internationally-flavored trivia and brings down the mail, which includes a question from Alex about Health Savings Accounts (HSAs).

Special thanks  SoFi and Magnify Money for sponsoring our show. Support the companies that support us AND help yourself along the way.

Find detailed show notes here.