Podcast

Description

Discover how alternative investments could help you diversify your portfolio. Have you ever wondered about the potential of alternative investments in your financial portfolio? NerdWallet’s Andy Rosen sits down with certified financial planner James Lee to uncover the world of untraditional investments, including real estate, commodities, cryptocurrency and collectibles. They discuss a recent survey indicating a shift in financial advisors’ perspectives toward alternative investments and unpack the nuances of speculative investing. They also discuss guidelines for incorporating riskier investments into your overall investment portfolio, and they explain the key differences between investing and speculation. In their conversation, Andy and James discuss: alternative investments, financial planning, investment portfolio diversification, commodities, real estate investing, collectibles, real estate investment trusts or REITs, volatility, asset classes, speculation, long-term financial goals, investment strategies, financial exploration, penny stocks, over-the-counter stocks, cryptocurrency, tax loss harvesting, investment vehicles and financial goals. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email [email protected]. Like what you hear? Please leave us a review and tell a friend.

Transcript