Private Equity in Your 401k? Slow Your Roll with CNBC’s Sharon Epperson [BA QA]

BA Fam, this week’s BAQA is personal, I brought in my friend and financial powerhouse, Sharon Epperson, CNBC’s Senior Personal Finance Correspondent, to unpack a buzzy headline that had my eyebrow raised: the president’s executive order that could open the door for private equity (and other alternative investments) in your 401k.

We break down what this actually means, why you probably won’t be adding a private equity fund to your plan tomorrow, and why you need to know exactly what’s in your portfolio before chasing shiny new investment options. Sharon drops gems on:

• The $12.2 trillion “nest egg” private firms have their eyes on — and what’s at stake.

• How to “stay on your mat” financially and focus on your own goals before getting distracted by market hype.

• The real risks of alternative investments: higher fees, less transparency, and lower liquidity.

• Why even she had an “oops” moment with her own 401k rollover (and how to avoid it).

• When it’s worth hiring a financial advisor — and how to find one that fits your needs and budget.

Whether you’re just starting your 401k journey or sitting on years of contributions, this convo is your reminder to slow down, check your allocations, and make sure your money is truly working toward your goals — not just Wall Street’s.

Resources & Links Mentioned:

• Subscribe to Sharon’s free CNBC Money 101 newsletter: CNBC.com/money101

• Follow Sharon on Instagram, LinkedIn, and TikTok for more money tips.

Let’s Connect:
IG: @brownambitionpodcast | @mandimoney
Email: brownambitionpodcast@gmail.com

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