Retirement Planning Happy Hour

The Truth About Alternative Investments


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Most financial mistakes don’t come from bad luck—they come from misunderstanding risk. In this episode, we dig into one of the biggest blind spots in financial planning: private equity and the myths surrounding “exclusive” investments. 

While wealthy investors get early access to the best opportunities, the average investor only sees the deals that have already been passed on by those with the deepest pockets. And by the time these funds reach the general public, they're often illiquid, highly volatile, and far riskier than people realize.

We break down why so many Main Street investors fall for these traps, how lack of liquidity can leave you financially stuck, and why understanding who said no to an investment matters more than the investment itself. If you want to avoid catastrophic losses and build a financial plan that actually works, this episode is a must-watch.

Protect your financial future by planning smarter, not riskier.

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Retirement Planning Happy HourBy Eric Douglas, Chris Vaughn

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