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Retirement Planning Education, with Andy Panko

#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.91.1K Ratings

🗓️ 9 February 2023

⏱️ 41 minutes

🧾️ Download transcript

Summary

Part 5 of 6 of a multi-part series on an introduction to investing. In this episode Andy talks about the various places in which cash can be invested, as well gives a summary of multiple types of "alternative" investments such as real estate, commodities, hedge funds, interval funds and insurance products Links in this episode: My Podcast episode - What is a LIRP, or Life Insurance Retirement PlanThe first of my three Podcast episodes about Annuities - hereMy YouTube video What is Cryptocurr...

Transcript

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0:00.0

Part 5 of the Indred to Investing series where I'll be talking about where to invest cash

0:04.4

and different alternative investments in this, the 61st episode of the Retirement Planning Education Podcast.

0:13.6

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and

0:18.6

Roth IRAs, employer retirement plans, taxes, social security,

0:23.0

Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your

0:29.1

host, Andy Panko. Obey Kaby, welcome back, everyone. Thank you, as always, for listening. Today is

0:34.9

part five of this multi-part intro to investing series.

0:39.0

Today, I'm going to be talking about different ways in which you could invest cash or where to keep

0:43.8

cash. And then I'll talk about various different, what I'll call alternative investments.

0:48.3

So the last few episodes we talked about what we can label traditional investments, stocks, bonds, mutual funds,

0:55.5

and exchange traded funds, now is other things in which you can invest.

1:00.2

And this won't be a comprehensive list.

1:01.9

It'll be sort of the usual suspects of alternative investments.

1:06.2

And then finally, next week I will wrap with, I'm going to leave it at six parts to this intro to investing series.

1:12.7

Next week, part six will be a capstone, if you will, pulling together general portfolio

1:20.1

management considerations, how to think about putting together a portfolio, what to invest in,

1:26.0

how much in each, what to consider, etc.,

1:29.2

to hopefully tie this all together to give you something to walk away with.

1:31.9

That's not just a list of different investment types, but actually some info about how to try

1:38.4

to do something with the knowledge.

1:39.8

So excuse me, my voice is really beat up.

1:43.3

I've had a doozy of a cold the last week.

...

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