Financial Symmetry: Balancing Today with Retirement

Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246


Listen Later

Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, and more—options typically reserved for pension funds and institutional investors. But what does this really mean for everyday savers?

We break down the differences between traditional 401k offerings and these new alternatives, discuss the risks and potential rewards, and share questions you should ask yourself before making any changes to your investment lineup.

Outline of This Episode
  • [00:00] Exploring 401k alternative assets.
  • [05:56] 401k market shift & fee impact.
  • [06:57] Potential high returns vs. risks.
  • [11:06] Private equity and closed-end funds.
  • [13:59] The differences between public REITs and private real estate.
  • [16:34] Private investments and evaluating portfolio fit.

***********

📰 See the full show notes here

🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.

...more
View all episodesView all episodes
Download on the App Store

Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

47 ratings


More shows like Financial Symmetry: Balancing Today with Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

448 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

530 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

550 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

200 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

586 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

810 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

190 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

914 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

182 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners