Episode 40 - Are Alternative Investments the Future of Your Retirement Plan?

In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry break down a recent executive order that could reshape your retirement planning. They explain how the Department of Labor is exploring the inclusion of alternative investments—like private equity, REITs, and cryptocurrencies—in 401(k), 403(b), and 457(b) plans. You’ll learn about the potential benefits, such as higher returns and diversification, as well as the risks, including illiquidity, volatility, and complexity. The hosts offer practical advice on how much of your portfolio to allocate to these alternatives and stress the importance of education and professional guidance. Whether you’re a police officer or simply planning for retirement, this episode gives you the insights you need to make informed decisions about your financial future. To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com