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Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

FromStay Wealthy Retirement Podcast


Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

FromStay Wealthy Retirement Podcast

ratings:
Length:
51 minutes
Released:
May 3, 2023
Format:
Podcast episode

Description

Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management. Phil joins me to take the other side of the alternative investment debate and shares three big insights: 1.) What exactly defines an "alternative investment" 2.) Why traditional stock/bond portfolios will be challenged in the years ahead 3.) How alternatives can help to reduce risk and improve investment returns He also addresses common misconceptions about this complex asset class.   If you're looking to expand your investment knowledge and learn how alternatives might enhance your retirement portfolio, this episode is for you. 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: ?  Check Out My New Book: More Than Money ✏️  Grab the Episode Show Notes ?  Get Your Free Retirement and Tax Analysis
Released:
May 3, 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.