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Retirement Answer Man
Should I Have Private Equity in My Portfolio?
Feb 26, 2025
Peter Lazaroff, Chief Investment Officer at PlanCorp and author of "Making Money Simple", joins to discuss the complexities of adding private equity to retirement portfolios. They explore essential factors like having a solid financial plan and clear retirement goals. Peter explains what private equity is and highlights its potential risks and costs. The conversation emphasizes the need for careful evaluation, cautioning against following trendy investments that may not suit individual strategies. Tune in for a clearer understanding of these investment dynamics!
44:31
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Quick takeaways
- Investors should prioritize a clear understanding of their retirement goals before considering the complexities of private equity investments.
- The potential benefits of private equity must be carefully weighed against its risks and high fee structures, emphasizing the need for informed decision-making.
Deep dives
Evaluating Private Equity for Retirement Portfolios
The discussion about whether to include private equity in retirement portfolios centers on its complexity and potential risks. It's essential for investors like David to start with a clear assessment of their financial goals and whether private equity addresses a specific need within their portfolio. Investors should approach private equity not as a solution but as a potential option in the context of defined investment objectives. Making a commitment of $200,000 without a comprehensive understanding of its impact could lead to unnecessary complications in one's financial strategy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode