Alternative Investments, Annuities, and Real Estate Syndications

What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly? And Stewart in Serra Mesa is curious whether Joe has changed his position on annuities lately, as rates have “normalized” in the past couple of years? That’s today on Your Money, Your Wealth® podcast number 491. Plus, when should Steve in Las Vegas’ friend quit her casino job and collect Social Security and child benefits? And how is D in the Midwest’s plan for creating income in retirement? Visit the show notes to access the YMYW Podcast Survey and secret password, free financial resources, and episode transcript: https://bit.ly/ymyw-491

SCHEDULE A FREE FINANCIAL ASSESSMENT

FREE DOWNLOAD: Investing Basics Guide

READ THE BLOG: Benefits of Systematic Rebalancing

REQUEST: Retirement Spitball Analysis

SUBSCRIBE: YMYW on YouTube

DOWNLOAD: more free guides

READ: financial blogs

WATCH: educational videos

SUBSCRIBE: YMYW Newsletter

YMYW Podcast Survey: Visit the show notes to access the survey and secret password

Timestamps:

00:00 - Intro

00:457 - Real Estate Syndication Deals: Did We Just Make Bad Decisions? (Anonymous)

07:57 - Thoughts on Alternative Investments? (Andrew, OH)

12:54 - Read The Benefits of Systematic Portfolio Rebalancing and Download the Investing Basics Guide

13:31 - Has Joe Modified His Position on Annuities Lately? (Stewart, Serra Mesa, CA)

24:42 - Principal Protected Investing Options for Structured Settlement for a Minor: Annuity? (Speedy Gonzalez, Western NY)

29:52 - 7th Annual YMYW Podcast Survey: your chance at a $100 Amazon e-gift card!

30:35 - When to Stop Work and Claim Social Security and Child Benefits? (Steve, Las Vegas - voice)

34:58 - How’s Our Plan for Retirement Income? (D, Midwest)

44:40 - Outro

45:53 - The Derails