Listen "Episode 67 | Should You Have Private Equity in Your 401(k) Plan?"
Episode Synopsis
This week on Living Richly with Curo, we unpack one of the biggest headlines in personal finance: how a new executive order could allow private equity into your retirement plan. What does this mean for you? We're breaking it down in simple terms.
Here’s what you’ll learn 👇
🔍 What private equity and private investments actually are
📆 Why illiquidity and long time horizons matter in retirement planning
💼 The pros: diversification, potential returns, and institutional access
⚠️ The cons: higher fees, less transparency, and fiduciary risks
🤔 How this might show up in your 401(k) through target-date funds
❓ What questions to ask before considering any allocation
🔄 Why this change might not be as altruistic as it seems
🧠 How education and proper training could protect investors
Whether you're a young professional or a near-retiree, this episode will help you approach new financial trends with clarity and caution.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #PrivateEquity #401kInvesting #FinancialEducation #RetirementPlanning #WealthManagement #AlternativeInvestments #LongTermStrategy #MoneyMatters #FiduciaryDuty #InvestmentRisks
Here’s what you’ll learn 👇
🔍 What private equity and private investments actually are
📆 Why illiquidity and long time horizons matter in retirement planning
💼 The pros: diversification, potential returns, and institutional access
⚠️ The cons: higher fees, less transparency, and fiduciary risks
🤔 How this might show up in your 401(k) through target-date funds
❓ What questions to ask before considering any allocation
🔄 Why this change might not be as altruistic as it seems
🧠 How education and proper training could protect investors
Whether you're a young professional or a near-retiree, this episode will help you approach new financial trends with clarity and caution.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #PrivateEquity #401kInvesting #FinancialEducation #RetirementPlanning #WealthManagement #AlternativeInvestments #LongTermStrategy #MoneyMatters #FiduciaryDuty #InvestmentRisks
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