See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now.
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I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The Perfect Portfolio, that offers listeners a practical tool to evaluate any tax-driven investment decision.
Listen now to learn:
► How Opportunity Zones work—and why their tax benefits come with high risk
► Why implementing a bad investment idea is often worse than missing out on a good one
► A practical example illustrating when a tax-driven investment opportunity makes sense (and when it doesn’t)
► A sneak preview of a key decision-making concept from The Perfect Portfolio
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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