M&G Wealth’s Post

You might know that the traditional 60/40 portfolio is not the best way to build wealth. You might know that incorporating alternatives will help you reach financial freedom both faster and safer. What you might not know is where to start 😰 My discussion with Logan D. Freeman touches on many key points to help you with your first steps in alternative investing. This clip is one of many recommendations he has so that you can get more comfortable in the investment world 💪🏽 If you find any value in this show and want to support it, it’d be awesome if you texted someone about it. You can say you have a podcast recommendation that you think they should listen to and then ask them to get back to you with their thoughts. Anything helps and I really rely on the amazing investors like you to spread the word 🥰 https://lnkd.in/gjxTcbrV

It's time to level up your financial game in 2024! Recently, I've enjoyed listening to the NerdWallet Smart Money Podcast for valuable advice to starting off the new year on the right track. 😉 A great first episode to listen to is "Your Money in 2024: Investment Strategies for Financial Success". #SmartMoney #FinancialFreedom #NerdWalletPodcast #NoahsPodcastPick

In a volatile market, co-investments may be key to building lower-risk portfolios. Adams Street Partners’ Dave Brett and Michael Taylor share their insights on why co-investments offer the flexibility needed to close deals and drive performance in sectors like technology and healthcare. Don’t miss their discussion with Thomas Kim from SBCERA on how to navigate today’s challenges. Catch the full podcast here: https://hubs.la/Q02RMHXf0 #PrivateEquity #CoInvestments #Investing #InsuranceAUM

In the latest episode of FTSE Russell Convenes, Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses why individual components of the fixed income market are significantly different to two years ago, how the inflation environment is playing through to pension plans and the very different role of fixed income in portfolios today. Listen now on your favourite podcast platform: https://lseg.group/3XKLbFA EY

The Season 4 finale of the CFA Society San Francisco podcast is up on our podcast channel! In this episode, you'll hear from Dr. Matthew Faulkner, CFA - Finance Professor at San Jose State University and Trustee for the City of San José Pension Fund - as he shares insights to bridge the gap between financial theory and real-world practice and the transfer of knowledge. Listen to the episode here: https://loom.ly/WQnXJPE New episodes will return in August 2024! #CFASocietySanFrancisco #FinanceTheory #FinancialResearch #knowledgetransfer

How will you manage your pension savings so they last as long as you need them to? Listen to the latest Investor Download with Portfolio Manager Rob Starkey, CFA, as he dives into the complexities of "decumulation" (or, in other words, spending your pension pot) with David Brett. Listen to the full podcast: https://okt.to/LA8Z2w #InvestorDownload #podcast #risk #markets

Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. In our new podcast, The Living Market, host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Available on your favourite podcast listening app. #TheLivingMarket #KeepingPerspective

On this episode of Investment Wars… James R. Meyers, CFA Principal and Portfolio Strategist for PGIM Fixed Income, and Joseph Halpern, CIO at Fountainhead Asset Management debate the following: How Demographics May Affect Future Interest Rate and Debt Levels. Click HERE for Spotify: https://zurl.co/M7pi Click HERE for Apple Podcasts: https://zurl.co/6pDn Subscribe to Investment Wars and turn on the notification bell so you never miss an episode. For inquiries: podcast@fountainheadam.com — IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

Special thanks to James R. Meyers, CFA for an insightful discussion about how shifting demographics, like an aging population, could impact productivity, tax rates, debt levels, and interest rates. We explored whether innovation and new technology advancements might mitigate these challenges or if we are heading toward a lower-growth, more expensive future. 🔗 https://lnkd.in/eVzHeXbt 🔗 https://lnkd.in/edyXxDCz #Fountainhead #InvestmentWars #Podcast

Breaking down barriers to wealth-building! 🚀 Join Rachel Nabers on the latest Screw The Stock Market Podcast as she unveils the power of solo 401k and IRA checkbook strategies. Don't miss out on unlocking your financial potential! In this eye-opening episode of Screw The Stock Market Podcast, Rachel Nabers tackles a significant hurdle many face in the investment world – accessibility to alternative assets. 🌟 While the stock market offers a straightforward path, diving into alternative investments often requires a hefty upfront capital, making it a distant dream for many. But it doesn't have to be this way! Rachel introduces the ingenious approach of using a solo 401k or IRA checkbook to tap into funds you already possess, breaking down the walls that keep many from expanding their investment horizons. #Solo401kExplained #CheckbookIRAInsights #AlternativeInvestments