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Risk Parity Radio
Episode 286: A 457 Plan, A Leveraged Portfolio And Lido Advisors Walked Into Our Dive Bar
Aug 30, 2023
43:51
Snipd AI
The podcast discusses topics such as investing in a 457 plan, a leveraged portfolio, and evaluating registered investment advisors (RIAs) through SEC filings as applied to Lido Advisors. It also covers detailed breakdowns of fees and investment strategies, skepticism towards crystal ball predictions, and ends with closing remarks and announcements.
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Quick takeaways
- Consider low-cost index funds and potential diversification outside of a 457 plan for asset allocation.
- Evaluate the costs and fees associated with leveraged ETFs and explore alternative volatility investments.
Deep dives
Kyle's Question: Asset Allocation in a 457 Plan
Kyle, a formerly homeless person, seeks advice on asset allocation within his 457 plan. He considers leaning into large caps or diversifying among small, mid, and large cap funds. He also contemplates funneling everything into a self-directed account and investing 100% in SPY or VOO. The host suggests starting with low-cost index funds, like the S&P 500, and advises considering the fees and potential for diversification outside the 457 plan through an IRA or brokerage account.
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