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#251 | Why You Need Private Investing In Your Portfolio To Make Better Wealth Decisions As Retail Investors - Financial Literacy, Financial Advisors & Wealth

#251 | Why You Need Private Investing In Your Portfolio To Make Better Wealth Decisions As Retail Investors - Financial Literacy, Financial Advisors & Wealth

Published 2 months, 3 weeks ago
Description

Are you making wealth decisions based on headlines — or on long-term strategy?

If you’re a retail investor, you’ve likely heard more about private investing over the past few years than ever before. Pension funds have been doing it for decades. Institutions have leaned heavily into it. But now retail investors are being invited in — and that raises big questions about liquidity, risk, evergreen funds, gating, and whether private markets truly belong in your portfolio.

In this episode, we break down what private investing actually means for retail investors and how to think clearly about wealth decisions in a world moving faster than ever.

By listening, you’ll learn:

  1. How private investing can enhance diversification and long-term returns for retail investors — and where the risks truly lie.
  2. What liquidity risk, gating, and evergreen structures really mean for your wealth decisions.
  3. Why over-focusing on daily liquidity may be sabotaging long-term portfolio performance.

If you want to make more confident, long-term wealth decisions as a retail investor navigating private investing, this episode is essential listening.

More about Nimar Bangash and Obsiido: https://www.obsiido.com/about-obsiido/team/

John De Goey's Books. Grab your copy from Amazon:

  1. Bullshift: How Optimism Bias Threatens Your Finances
  2. STANDUP to the Financial Services Industry
  3. The Professional Financial Advisor IV

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