Inflation, Variable Annuities, Real Estate: How to Invest Against Risk - 321

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 13 April 2021

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Is selling rental property to buy a variable annuity a good risk management strategy against sequence of return and interest rate risks? Small-cap vs. emerging markets: which has better risk-adjusted returns for market volatility? Are eREITs (non-traded real estate investment trusts) a good retirement investment? Is RPAR Risk Parity ETF a good inflation hedge? Should you do tax gain harvesting in declining financial markets? Access the transcript and resources, ask money questions: https://bit.ly/YMYW-321

Transcript

Click on a timestamp to play from that location

0:00.0	What is your level of risk tolerance? Today on Your Money, Your Wealth podcast number 321,
0:05.6	Joe and Big Al are looking at investing strategies to manage risk. Should Tom sell his rental real estate
0:11.1	property and buy a variable annuity to reduce sequence of return risk, since bonds will lose
0:16.2	value with increasing interest rates? Ricky wants to know whether small cap or emerging markets have a
0:21.2	better risk-adjusted return against market volatility and whether or not to ditch a variable
0:26.5	annuity. Jim has a limerick for us, and he wants to know what Joe and Bigel think of E-Rease,
0:31.5	non-traded real estate investment trusts. Given the possibility of inflation, should Moe invest in the
0:37.3	risk parity ETF to generate a return?
0:40.0	And Sid asks whether tax gain harvesting is a good strategy in declining financial markets.
0:45.4	And just a reminder right up front here before we start talking about all of these products,
0:49.5	pure financial advisors as a registered investment advisor and your money, your wealth,
0:53.5	does not intend to provide
0:55.0	personalized investment advice through this broadcast and does not represent that the securities
0:59.6	or services discussed are suitable for any investor and investors are of course advised not to rely on
1:05.4	anything discussed in this broadcast in the process of making a full and informed investment
1:10.1	decision i'm producer andy last and here are the hosts of your a full and informed investment decision. I'm producer
1:11.5	Andy Last and here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP and Big Alco
1:16.8	Co-Pline CPA. Tom from Lynn Wood, Washington, he writes in, hello your money-you-walt team.
1:25.6	thoroughly enjoy your show. It provides helpful information in very entertaining.
1:29.2	Keep up the good work.
1:30.5	I'm interested in hearing your thoughts on buying an annuity.
1:33.7	That's suggested by a financial advisor.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Your Money, Your Wealth, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Your Money, Your Wealth and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.