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
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