What to Ask Before Investing: My Litmus Tests for Investments (Ep 73)
The Unconventional Investor · Michelle Moses | Certified Financial Planner + Founder of Me Financial
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Show Notes
Wondering how you can trust an investment? 📈 In this episode of the podcast, I share my personal “litmus test” for evaluating alternative investments and private placements.
If you’re exploring real estate, private funds, or other non-traditional opportunities, here are my top three takeaways to keep in mind:
✅ Do they have real skin in the game?
Always ask if the managers are investing their own money, not just raising funds and charging fees. When their money is on the line, their interests are better aligned with yours.
✅ Are there useful tax benefits?
Some investment strategies, like Roth conversion options, can give you substantial tax benefits.
✅ Is the rate of return fair?
Compare promised returns to similar opportunities and industry standards. If returns (or communication!) seem subpar, dig deeper or rethink your choice.
If you want to upgrade your due diligence process or have questions about fitting alternatives into your portfolio, check out my free resources or schedule a chat at mefinancial.net.
Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.