Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246 episode artwork

EPISODE · Aug 26, 2025 · 20 MIN

Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246

from Financial Symmetry: Balancing Today with Retirement · host Chad Smith, Mike Eklund

Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, and more—options typically reserved for pension funds and institutional investors. But what does this really mean for everyday savers? We break down the differences between traditional 401k offerings and these new alternatives, discuss the risks and potential rewards, and share questions you should ask yourself before making any changes to your investment lineup. Outline of This Episode [00:00] Exploring 401k alternative assets. [05:56] 401k market shift & fee impact. [06:57] Potential high returns vs. risks. [11:06] Private equity and closed-end funds. [13:59] The differences between public REITs and private real estate. [16:34] Private investments and evaluating portfolio fit. *********** 📰 See the full show notes here 🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.

Episode metadata supplied by the publisher feed · Published Aug 26, 2025

Embed this episode

Ready to play

Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246

0:00 20:41

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Financial Symmetry: Balancing Today with Retirement?

This episode is 20 minutes long.

When was this Financial Symmetry: Balancing Today with Retirement episode published?

This episode was published on August 26, 2025.

Can I download this Financial Symmetry: Balancing Today with Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!