How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59) episode artwork

EPISODE · Feb 4, 2025 · 15 MIN

How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)

from The Unconventional Investor · host Michelle Moses | CFP® & Realtor®

The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfolios while adding financial strategies not often seen in the marketplace. Here are three key takeaways: Explore Alternative Investments: Discover a plethora of investment opportunities, from hotels and self-storage to wine and car washes, which can diversify your portfolio and potentially yield exciting returns. Maximize Your Returns with Strategy: Learn strategies, like tax minimization and Roth conversions, that can enhance your financial growth. For example, rolling capital gains from a sold rental property into an alternative investment can defer taxes and create income streams. Independent Insight and Expertise: As one of the first advisors to embrace alternative investments since 2016, I cut out hefty fees by being an independent RIA. This ensures I have a hands-on approach to vetting investment opportunities, giving you tailored advice and minimizing risks associated with conventional avenues. Join us on this journey to redefine your wealth-building strategies and embrace the future of investing. Tune in and let's diversify your portfolio together! 📈 Take our quiz - How Alternative Inevestments Can Fit in Your Portfolio   Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net   Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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How You Can Use Alternative Investments to Create Creative Financial Strategies (Ep 59)

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