What if your portfolio is more fragile than you think?

In this episode, Ron Ray will explore how a lack of diversification can quietly expose your investments to correlated risks where one downturn can ripple across your entire financial plan. Through real-world examples and expert insights, we unpack why spreading your assets across different sectors and income sources isn’t just smart, it’s essential. You’ll hear how misunderstood strategies and overexposure to similar asset classes can undermine long-term stability, and what steps investors can take to avoid common traps. Whether you're nearing retirement or simply reevaluating your portfolio, this conversation offers clarity on how to build resilience into your investment strategy without relying on promises or guarantees.

Learn more about Ron and the teams, as well as schedule a complimentary time to speak with them, by contacting Turning 65 Solutions and Homestead Family Wealth.