Description
A recent Investment News piece shines a light on investment advisors (in this case we think that should read "investment salespeople") are recommending some truly ugly investments to investors. We'll dive into how the work, so hopefully you'll discover why certain alternate investments might send alarming signals for your portfolio. We go back in history to share hints at market risks that often go unnoticed until it's too late. We'll talk about the dangers of illiquidity, high fees, and obscure ways of measuring returns. You'll come away learning some shocking truths about leveraged investments and alternative products that make you question their place in any strategy.
In our TikTok Minute, we'll share which bank one comedian calls the perfect partner for your needs. Is he right? Plus, later we'll help a listener who thought he'd Better Call Saul...Sehy and OG. Maybe OG needs to re-velvet his hammer on this one, and he manages to go into a diatribe that you shouldn't miss. We'll talk about career decisions, having more money than "Coast FI," and more on today's episode.
Rounding out the episode, Doug shares his amazing trivia question, including YouTube's billion-dollar origins AND a ton of other events that happened on today's date in history.
RUN OF SHOW:
Countdown to Live Show
Introduction and Show Overview
Investment Warning: Be Cautious
Investment Strategies and Mistakes
Alternative Investments: Risks and Rewards
Understanding Business Development Companies
The Reality of Non-Traded REITs
Final Thoughts on Liquid Investments
Interval Funds
Doug's Trivia Question
The TikTok Minute
Better Call Saul: Career Advice for Michael
Conclusion and Listener Reviews
FULL SHOW NOTES: https://www.stackingbenjamins.com/beware-investments-navigate-investing-waters
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today, we'll dive into navigating life's awkward money moments with a fantastic round table discussion. We'll cover topics like how to handle unexpected spills at a friend's house, splitting the bill during social outings, contributing to group expenses, and even first-date etiquette. Plus, we...
Published 11/08/24
You asked for details on Joe's son's real estate adventure, and today you get it! This episode takes you to CampFI Midwest, where Joe's 29-year-old son, Nick, shares his journey toward financial independence through real estate investment. Starting in 2020, Nick began buying and renovating...
Published 11/07/24