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In this episode, we ask:
- Do you find value in this podcast?
- Would you like to leave us a review on iTunes?
- Where are your eggs?
- Where is your basket?
- What is sophisticated diversification?
- Should you diversify?
- What does FINRA say about risk?
- Where did the idea of diversification come from?
- What does Warren Buffet say about risk / diversification?
- What are our options?
- How are the generations diversifying differently?
- What does Amanda Neely have to say about it?
- What do you have to do to be a legitimate insurance company?
- How do insurance companies diversify?
- Are insurance companies profitable?
- What is a dividend?
- What does a strong and stable business look like?
- Are you an expert at diversification?
- What do you think when you hear someone is “diversified”?
- Does diversification actually protect you from risk at all?
Amanda and Brandon Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples. Their goal is to help people build wealth – the sort of wealth that would make their Grandma proud. Subscribe to hear more at 
Debbie Wilder is a Bank on Yourself Authorized Advisor; prior to this she was a Systems Analyst for 20 years. Financially, she and her husband did everything they were told to do – 401(k)s, IRAs, 529’s for their kids, paid their mortgage down faster, and so on. And where did it get them? On the stock market rollercoaster, losing 40% of their assets in 1999, and even more in the early 2000’s. In 2005, Debbie learned about the Bank on Yourself method using specialized whole life insurance, and she never looked back. It stopped the slide of their retirement assets, it created predictability for their future, her husband stopped watching the daily tickertape, and most importantly, it saved their marriage. After opening 13 whole life insurance policies, she decided to help spread the word and become an Authorized Advisor. She always wondered why this was not taught in high school or college, so she’s passionate about educating others about it.
Teresa Kuhn, a respected financial educator, best-selling author, and strategist; is passionate about ensuring that her clients have the tools they need to survive a changing economy.