YieldStreet Lessons and Retirement Withdrawal Strategies

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Long Story Short

Burney Wealth Management

21 episodes

1 week ago

Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management. Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies. Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.

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All content for Long Story Short is the property of Burney Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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YieldStreet Lessons and Retirement Withdrawal Strategies

Long Story Short

41 minutes 1 second

2 months ago

YieldStreet Lessons and Retirement Withdrawal Strategies

A major alternative investment platform just made headlines for all the wrong reasons. Andy and Adam discuss what went wrong with YieldStreet and why “investing like the 1%” isn't as simple as it sounds.

Plus, they tackle a listener question about withdrawal strategies during market downturns. When you need money from your portfolio during bear markets, how do you avoid selling stocks at fire-sale prices?

We cover:

Why YieldStreet's “invest like the 1%” marketing was problematic
The difference between investing in asset classes vs. specific managers
How sophisticated investors lost hundreds of thousands on just two deals
The bucket strategy for retirement withdrawals
Why sequence of return risk matters most in early retirement
How to balance inflation protection with downside protection
Why stocks are actually great long-term inflation hedges

⏱️ Timestamps:

(00:34) Adam Newman vs. Adam Neumann name confusion
(01:38) YieldStreet alternative investment platform failures
(08:36) Asset class first, manager second principle
(12:50) Listener question on withdrawal strategies during downturns
(17:30) Sequence of return risk and the retirement red zone
(20:30) Bucket strategy for managing portfolio distributions
(28:15) Inflation factors in retirement portfolio allocation
(31:50) Why stocks perform well during inflationary periods
(36:40) Maintaining optimism about US market outlook
(39:50) Podcast disclosures

Resources:

Follow Burney Wealth Management on LinkedIn

Follow Adam Newman on Linkedin

Follow Andy Pratt on LinkedIn

#AlternativeInvestments #RetirementPlanning #WithdrawalStrategies #YieldStreet #WealthManagement #SequenceOfReturnRisk

The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.