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Alternative Investments: What They Are, Who Qualifies, & When They Matter

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Manage episode 516762594 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

Alternative investments have become a buzzword—but are they really the secret weapon of the ultra-wealthy, or just another tool in a diversified portfolio?

In this podcast, Jeremiah and Nic unpack what "alternatives" actually mean—from private equity and private credit to other non-public market opportunities. They explain who qualifies as an accredited investor under Regulation D, what the income and net worth thresholds are, and why not everyone needs to chase these investments right away.

They break down the trade-offs: potential for higher returns and less daily market volatility—but also illiquidity, limited transparency, and the need for careful due diligence.

Learn how alternative investments work, who they're for, and how they can (or can't) fit into your financial plan!

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates & Nic Daniels

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 516762594 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

Alternative investments have become a buzzword—but are they really the secret weapon of the ultra-wealthy, or just another tool in a diversified portfolio?

In this podcast, Jeremiah and Nic unpack what "alternatives" actually mean—from private equity and private credit to other non-public market opportunities. They explain who qualifies as an accredited investor under Regulation D, what the income and net worth thresholds are, and why not everyone needs to chase these investments right away.

They break down the trade-offs: potential for higher returns and less daily market volatility—but also illiquidity, limited transparency, and the need for careful due diligence.

Learn how alternative investments work, who they're for, and how they can (or can't) fit into your financial plan!

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Jeremiah Bates & Nic Daniels

  continue reading

100 episodes

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