37 min listen
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
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)
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin: Learn tips and tricks from a professional organizer for getting your home organized and prepped for downsizing. by Stay Wealthy Retirement Podcast