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Today on Your Money, Your Wealth® podcast 233, private equity, venture capital, hedge funds, real estate investment trusts (REITs) and angel investing: Joe Anderson, CFP® breaks down what these alternative investments are and whether they belong in your portfolio. Plus, the fellas talk about risk parity investing, net unrealized appreciation, what to do with a large settlement and the break-even point for Social Security benefits. Transcript, free financial resources & show notes: http://bit.ly/YMYW-233 00:00 - Intro 00:48 - Alternative Investments: Private Equity, Venture Capital, Hedge Funds, Real Estate Investment Trusts and Angel Investing 18:56 - What About Risk Parity Investing for Better Returns? (Voice message from Jason, Seattle) 28:09 - How Much Should I NUA? Should I Take the Monthly Pension or Lump Sum? (Email from Dan, FL) 33:01 - What Should I Do With a $250K Settlement? (Email from Maurice) 36:23 - When is the Social Security Break-Even Point (comment from Dan, Fallbrook) Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl Subscribe to our YouTube channel: https://bit.ly/YMYW-YT Subscribe to the Your Money, Your Wealth® podcast: https://lnk.to/ymyw IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthPodcast

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