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Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio

Today I’m joined by Phil Huber, Chief Investment Officer at Savant Wealth Management.

Phil joins me to take the other side of the alternative investment debate and shares three BIG insights:

Key Takeaways
  1. What exactly defines an “alternative investment”
  2. Why traditional stock/bond portfolios will be challenged in the years ahead
  3. How alternatives can help to reduce risk and improve investment returns

He also addresses common misconceptions about this complex asset class.

If you’re looking to expand your investment knowledge and learn how alternatives might enhance your retirement portfolio, this episode is for you.

The Allocators Edge Phil Huber

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Episode Transcription

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.