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Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

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Manage episode 362317963 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management.

Phil joins me to take the other side of the alternative investment debate and shares three big insights:

1.) What exactly defines an "alternative investment"

2.) Why traditional stock/bond portfolios will be challenged in the years ahead

3.) How alternatives can help to reduce risk and improve investment returns

He also addresses common misconceptions about this complex asset class.

If you're looking to expand your investment knowledge and learn how alternatives might enhance your retirement portfolio, this episode is for you.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📘 Check Out My New Book: More Than Money

✏️ Grab the Episode Show Notes

📊 Get Your Free Retirement and Tax Analysis

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 362317963 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management.

Phil joins me to take the other side of the alternative investment debate and shares three big insights:

1.) What exactly defines an "alternative investment"

2.) Why traditional stock/bond portfolios will be challenged in the years ahead

3.) How alternatives can help to reduce risk and improve investment returns

He also addresses common misconceptions about this complex asset class.

If you're looking to expand your investment knowledge and learn how alternatives might enhance your retirement portfolio, this episode is for you.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📘 Check Out My New Book: More Than Money

✏️ Grab the Episode Show Notes

📊 Get Your Free Retirement and Tax Analysis

  continue reading

202 episodes

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