The Stacking Benjamins Show

What Ugliness Is Hiding In Your Investment Portfolio? (SB1585)


Listen Later

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

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

    The Stacking Benjamins ShowBy StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    1,929 ratings


    More shows like The Stacking Benjamins Show

    View all
    Afford Anything | Make Smart Money Choices by Paula Pant, Personal Finance Expert | Cumulus Podcast Network

    Afford Anything | Make Smart Money Choices

    3,565 Listeners

    Mark Levin Podcast by Cumulus Podcast Network

    Mark Levin Podcast

    23,356 Listeners

    Red Eye Radio by Cumulus Podcast Network

    Red Eye Radio

    1,254 Listeners

    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,242 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,956 Listeners

    The BOB & TOM Show Free Podcast by The BOB & TOM Show | Cumulus Podcast Network

    The BOB & TOM Show Free Podcast

    1,162 Listeners

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

    Your Money, Your Wealth

    816 Listeners

    Talking Real Money - Investing Talk by Don McDonald

    Talking Real Money - Investing Talk

    788 Listeners

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

    Retirement Answer Man

    1,312 Listeners

    Retire Sooner with Wes Moss by Wes Moss

    Retire Sooner with Wes Moss

    454 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    543 Listeners

    Jim Rome's Daily Jungle by Cumulus Podcast Network

    Jim Rome's Daily Jungle

    981 Listeners

    The Chris Plante Show by WMAL | Cumulus Podcast Network | Cumulus Media Washington

    The Chris Plante Show

    1,802 Listeners

    ChooseFI by ChooseFI

    ChooseFI

    5,156 Listeners

    Inside of You with Michael Rosenbaum by Daylight Media

    Inside of You with Michael Rosenbaum

    10,182 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    694 Listeners

    The Jim Rome Podcast by Cumulus Podcast Network

    The Jim Rome Podcast

    2,979 Listeners

    BiggerPockets Money Podcast by BiggerPockets

    BiggerPockets Money Podcast

    3,081 Listeners

    Mike Drop by Mike Ritland

    Mike Drop

    6,467 Listeners

    The Jim Rome Show by Cumulus Podcast Network

    The Jim Rome Show

    731 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    451 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    828 Listeners

    Mile High FI Podcast by Doug Cunnington & Carl Jensen

    Mile High FI Podcast

    205 Listeners

    The Benny Show by Benny Johnson

    The Benny Show

    2,308 Listeners

    Talk Ville by Tom Welling & Michael Rosenbaum

    Talk Ville

    2,943 Listeners

    America At Night with McGraw Milhaven by Cumulus Podcast Network

    America At Night with McGraw Milhaven

    82 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    357 Listeners

    America In The Morning by Cumulus Podcast Network

    America In The Morning

    18 Listeners

    U.S. Soccer Podcast by US Soccer | Cumulus Podcast Network

    U.S. Soccer Podcast

    60 Listeners

    The Musers The Podcast by Cumulus Podcast Network

    The Musers The Podcast

    795 Listeners

    Topical Fruit by Topical Fruit | Cumulus Podcast Network

    Topical Fruit

    3 Listeners

    Next Role with Vernon Davis by Vernon Davis

    Next Role with Vernon Davis

    2 Listeners

    The CJ Pearson Show by CJ Pearson

    The CJ Pearson Show

    8 Listeners