In this episode Bill and guest Tony Davidow, author of Goals-Based Investing: A Visionary Framework for Wealth Management, discuss the evolving landscape of investing and the significance of adapting to it. Together, they examine relevant topics including the impact of inflation on investment strategies, the trend of consolidation, the importance of diversification, and much more! Throughout their discussion, Tony emphasizes the value of education on alternative investments, access to world-class managers, and the incorporation of private credit and real estate in retirement portfolios. Listen in!
Educational Alpha