Episode 67 | Should You Have Private Equity in Your 401(k) Plan?

19/08/2025 31 min Episodio 67
Episode 67 | Should You Have Private Equity in Your 401(k) Plan?

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!
 
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