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Navigating the New 401k Landscape: Should You Invest in Alternatives?

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Manage episode 502941091 series 3663402
Content provided by Brian D Muller (AAMS©) (BFA™). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian D Muller (AAMS©) (BFA™) 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://podcastplayer.com/legal.

401k Game Changer? New 401k options could change everything - but should you use them?

Executive ERISA order unlocks private equity, crypto & alternative investments for retirement plans. Expert wealth advisor reveals 3 critical decisions before these options hit your 401k menu.

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

Discover why 99% of investors will misuse these new 401k alternatives and how to avoid their costly mistakes. Learn the exact allocation strategy for private equity, REITs, commodities, and cryptocurrency in retirement accounts. Plus: 3 essential questions to ask HR that most people never consider.

What You’ll Learn:

• Executive ERISA order impact on 401k investment options

• Private equity vs traditional mutual funds in retirement planning

• Cryptocurrency allocation strategy for 401k accounts

• Alternative investment fees and liquidity considerations

• REITs and real estate alternatives for retirement portfolios

• Tax implications of alternative investments in 401k plans

• Step-by-step action plan for evaluating new 401k options

• Questions to ask your HR department about plan changes

• Wealth Decision Principles for alternative investment allocation

Key Topics Covered:

- 401k alternative investments

- Private equity in retirement plans

- Cryptocurrency 401k allocation

- ERISA executive order changes

- Alternative investment fees

- Real estate investment trusts (REITs)

- Retirement portfolio diversification

- 401k plan sponsor options

Perfect for investors ready to optimize their retirement strategy with newly available alternative investments while avoiding common allocation mistakes.

CHAPTERS:

00:00 Massive 401k Upgrade: New Investment Options Revealed

00:30 Introduction to the New 401k Options

00:58 Understanding Alternative Investments

03:00 Wealth Decision Principles

03:30 Deep Dive into Alternative Investments

05:05 Cryptocurrency in Your 401k

05:48 Historical Performance of New Asset Classes

08:48 Questions to Ask Your HR Department

10:37 Action Plan for Evaluating New Options

11:45 Conclusion and Next Steps

WEALTH DECISIONS PLAYLISTS:

WEALTH MANAGEMENT:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkwapLaG3ZhyhERK7oB7qy4-

WEALTH STRATEGIES:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkwwr9zEDFde1J_ac11EkQWs

FINANCIAL PLANNING:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkyavtgSvnOKAFP59pjMSGsb

WEALTH DECISIONS on YOU-TUBE:

https://to.mysocial.io/s/e2EVRwlOI

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

To schedule a Discovery Call go to:

https://www.momentouswealthadvisors.com/contact

Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

Podcast Disclaimer:

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information.

#401k #AlternativeInvestments #RetirementPlanning #PrivateEquity #CryptocurrencyInvesting #WealthBuilding #ERISA #FinancialPlanning #InvestmentStrategy #RetirementPortfolio

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 502941091 series 3663402
Content provided by Brian D Muller (AAMS©) (BFA™). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian D Muller (AAMS©) (BFA™) 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://podcastplayer.com/legal.

401k Game Changer? New 401k options could change everything - but should you use them?

Executive ERISA order unlocks private equity, crypto & alternative investments for retirement plans. Expert wealth advisor reveals 3 critical decisions before these options hit your 401k menu.

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

Discover why 99% of investors will misuse these new 401k alternatives and how to avoid their costly mistakes. Learn the exact allocation strategy for private equity, REITs, commodities, and cryptocurrency in retirement accounts. Plus: 3 essential questions to ask HR that most people never consider.

What You’ll Learn:

• Executive ERISA order impact on 401k investment options

• Private equity vs traditional mutual funds in retirement planning

• Cryptocurrency allocation strategy for 401k accounts

• Alternative investment fees and liquidity considerations

• REITs and real estate alternatives for retirement portfolios

• Tax implications of alternative investments in 401k plans

• Step-by-step action plan for evaluating new 401k options

• Questions to ask your HR department about plan changes

• Wealth Decision Principles for alternative investment allocation

Key Topics Covered:

- 401k alternative investments

- Private equity in retirement plans

- Cryptocurrency 401k allocation

- ERISA executive order changes

- Alternative investment fees

- Real estate investment trusts (REITs)

- Retirement portfolio diversification

- 401k plan sponsor options

Perfect for investors ready to optimize their retirement strategy with newly available alternative investments while avoiding common allocation mistakes.

CHAPTERS:

00:00 Massive 401k Upgrade: New Investment Options Revealed

00:30 Introduction to the New 401k Options

00:58 Understanding Alternative Investments

03:00 Wealth Decision Principles

03:30 Deep Dive into Alternative Investments

05:05 Cryptocurrency in Your 401k

05:48 Historical Performance of New Asset Classes

08:48 Questions to Ask Your HR Department

10:37 Action Plan for Evaluating New Options

11:45 Conclusion and Next Steps

WEALTH DECISIONS PLAYLISTS:

WEALTH MANAGEMENT:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkwapLaG3ZhyhERK7oB7qy4-

WEALTH STRATEGIES:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkwwr9zEDFde1J_ac11EkQWs

FINANCIAL PLANNING:

https://www.youtube.com/playlist?list=PLAO9K0wL6xkyavtgSvnOKAFP59pjMSGsb

WEALTH DECISIONS on YOU-TUBE:

https://to.mysocial.io/s/e2EVRwlOI

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

To schedule a Discovery Call go to:

https://www.momentouswealthadvisors.com/contact

Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

Podcast Disclaimer:

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information.

#401k #AlternativeInvestments #RetirementPlanning #PrivateEquity #CryptocurrencyInvesting #WealthBuilding #ERISA #FinancialPlanning #InvestmentStrategy #RetirementPortfolio

  continue reading

75 episodes

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