Living Richly with Curo

Episode 67 | Should You Have Private Equity in Your 401(k) Plan?


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This week on Living Richly with Curo, we unpack one of the biggest headlines in personal finance: how a new executive order could allow private equity into your retirement plan. What does this mean for you? We're breaking it down in simple terms.

 

Here’s what you’ll learn 👇

 

 🔍 What private equity and private investments actually are

 📆 Why illiquidity and long time horizons matter in retirement planning

 💼 The pros: diversification, potential returns, and institutional access

 ⚠️ The cons: higher fees, less transparency, and fiduciary risks

 🤔 How this might show up in your 401(k) through target-date funds

 ❓ What questions to ask before considering any allocation

 🔄 Why this change might not be as altruistic as it seems

 🧠 How education and proper training could protect investors

 

Whether you're a young professional or a near-retiree, this episode will help you approach new financial trends with clarity and caution.

 

Live richly!

 

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

 

#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #PrivateEquity #401kInvesting #FinancialEducation #RetirementPlanning #WealthManagement #AlternativeInvestments #LongTermStrategy #MoneyMatters #FiduciaryDuty #InvestmentRisks

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Living Richly with CuroBy Curo Private Wealth