• It's Risky Business!

  • Jun 21 2024
  • Length: 49 mins
  • Podcast

  • Summary

  • The conversation discusses the risks involved in retirement planning and investment strategies. It explores the concepts of risk-on and risk-off strategies, with risk-on strategies involving higher equity exposure and potential for higher returns, while risk-off strategies prioritize safety and capital preservation. The conversation also highlights the importance of considering volatility tolerance and asset allocation. It further delves into risky investments such as individual stocks, cryptocurrencies, options and futures, and real estate. The hosts emphasize the need for personalized financial planning and working with a professional advisor. In this conversation, Tim Travis discusses various investment options and provides insights on their pros and cons. He highlights the benefits of investing in real estate investment trusts (REITs) and explains how they can provide double-digit returns through dividends and appreciation. Additionally, Tim talks about the potential benefits of peer-to-peer lending and the drawbacks of investing in art. He concludes by discussing the value of working with a financial advisor and the advantages of annuities in a high-interest rate environment

    Reach out to Bruce & Tim at (800) 796-9912 or

    https://www.premierswplanning.com/

    https://www.ttvalueinvesting.com/

    See omnystudio.com/listener for privacy information.

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