In Episode 60 of the Inspired Money Live Stream Podcast, we focus on how to achieve retirement growth by expanding beyond stocks and bonds. Financial experts Shana Orczyk Sissel, CAIA, Roger Whitney, Rich Carey, Teresa Ghilarducci, and Barbara A. Friedberg share strategies on alternative investments, real estate, ESG portfolios, and wealth protection. Together, they provide insights to help you secure a financially stable retirement.

Inspired Money Livestream Podcast

Investing for Retirement Growth: Beyond Stocks and Traditional Assets

Rethinking Retirement Growth Strategies

Traditional investments like stocks and bonds are no longer the sole options for retirement growth. This episode highlights how alternatives, real estate, and digital assets can complement your portfolio. Expanding your strategy can help reduce risk and increase returns.

Episode Insights

  • Alternative Investments: Discover the benefits of adding alternatives to your portfolio.
  • Real Estate as a Tool: Learn how real estate provides income and inflation protection.
  • Emerging Opportunities: Explore how ESG investing and blockchain technology are shaping retirement strategies.

Alternative Investments for Retirement

Diversifying your retirement portfolio with alternatives can offer new growth opportunities. Shana Orczyk Sissel, known as the “Queen of Alternatives,” shares how these assets provide benefits like reduced volatility and portfolio balance. However, accessibility and marketing challenges can make these investments tricky for some.

Key Takeaways:

  • Alternatives can reduce risk and improve portfolio stability.
  • Ensure proper education and research before allocating assets.

Real Estate: A Reliable Retirement Asset

Real estate remains a popular choice for retirement growth due to its income-generating potential. Rich Carey shares his journey of building a debt-free property portfolio, emphasizing the importance of selecting the right markets. Barbara A. Friedberg discusses metrics for evaluating REITs, while Roger Whitney highlights real estate’s inflation-protective qualities.

Digital Currencies in Retirement Planning

Cryptocurrency is gaining traction as an alternative asset, but opinions vary on its role in retirement portfolios. Shana Orczyk Sissel discusses blockchain’s benefits, while Roger Whitney takes a conservative approach to crypto investments. Rich Carey reflects on cryptocurrency as an emerging asset class with high potential and risks.

Key Takeaways:

  • Blockchain technology may diversify portfolios.
  • Crypto investments should be approached with caution.

ESG Portfolios and Retirement Growth

ESG (Environmental, Social, and Governance) investing has grown in popularity, especially for retirement portfolios. Shana Orczyk Sissel shares how ESG-focused alternatives align with personal values while driving returns. However, Teresa Ghilarducci and Barbara A. Friedberg stress the importance of understanding the practical challenges of ESG investing.

Meet Our Esteemed Guests

  • Shana Orczyk Sissel, CAIA
    Founder of Banríon Capital Management, Shana is an expert in alternative investments and portfolio solutions for financial advisors.
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  • Roger Whitney
    Known as the “Retirement Answer Man,” Roger is a Certified Financial Planner and host of the Rock Retirement podcast.
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  • Rich Carey
    Retired military officer and real estate investor, Rich built a debt-free portfolio of over 30 properties, generating passive income.
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  • Teresa Ghilarducci
    Economist and expert in retirement security, Teresa is a professor at The New School and author of several books on retirement planning.
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  • Barbara A. Friedberg, MBA, MS
    Veteran portfolio manager and investing expert, Barbara simplifies wealth-building strategies for investors at all levels.
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Join the Conversation

This blog post is brought to you by Runnymede Capital Management, in collaboration with EaglesVision and the Inspired Money live-stream podcast series. Learn how alternative investments and innovative strategies can help you achieve long-term retirement growth.