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

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 9 October 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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