Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
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Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
v1.24 - Unregistered Securities and Other Investor Myths
Wealth Independence Podcast
24 minutes
4 months ago
v1.24 - Unregistered Securities and Other Investor Myths
Dustin and Adam tackle the common concerns and misconceptions that often keep high-income professionals from exploring private real estate investments. If you've ever wondered why your financial advisor steers you away from private placements or why these “unregistered securities” sound so risky, this episode breaks down the reality behind the (mostly unfounded) fears. The hosts explain why most CFPs aren't trained in alternative investments, explore the structural reasons behind advisor hesi...
Wealth Independence Podcast
Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market. After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result. The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, ...
