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Alternative Investments: Should You Invest in Them?

Alternative Investments: Should You Invest in Them?

FromStay Wealthy Retirement Podcast


Alternative Investments: Should You Invest in Them?

FromStay Wealthy Retirement Podcast

ratings:
Length:
18 minutes
Released:
Mar 1, 2023
Format:
Podcast episode

Description

Today I'm talking about alternative investments. An "alternative" is an asset that doesn't fall into one of the three traditional investment categories (stocks, bonds, and cash). For example, private equity, venture capital, and managed futures. These complex strategies often claim to reduce risk + deliver "uncorrelated" returns.  But do they live up to the hype? Do they provide compelling risk-adjusted returns?  Should retirement savers include alternative investments in their portfolio?  I'm answering those questions (and more) in this episode. WANT MORE RETIREMENT PLANNING TIPS? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet. ? Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: ✏️  Grab the Episode Show Notes ?  Get Your Free Retirement and Tax Analysis ?  Pre-Order the More Than Money Book
Released:
Mar 1, 2023
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.