Exploring Delaware Statutory Trust Investments and Investment Strategy Risks

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The chapter delves into a retired couple's use of Delaware Statutory Trust (DST) investments to defer taxes, discussing the complexities of managing DST exposure and the importance of considering fees. It also emphasizes the risks of under-diversification in investments and the significance of thoroughly understanding any investment strategy's downsides before implementation. The conversation touches on tax implications, financial planning considerations, and the upcoming exploration of diversification with a financial advisor.

#522: Emily Anne is worried about her obsessive tracking behavior. She’s in great financial shape but struggles to shake the constant compulsion to check her accounts. What should she do?

An anonymous caller and his partner plan to use geo-arbitrage to retire early before reaching their financial independence number. Can they have their cake and eat it too?

Kevin and his wife are having second thoughts about their Delaware Statutory Trust (DST) real estate investments. How do they back out without compromising their estate plan?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

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