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Why Private Equity and Alternative Investments Matter
Episode 30617th March 2025 • Secure Your Retirement • Radon Stancil, CFP® & Murs Tariq, CFP®
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In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAZ Investments. CAZ Investments specializes in Investing in Private Markets, including Private Equity, Private Credit, and even Investing in Sports Teams. Christopher, who co-authored "The Holy Grail of Investing" with Tony Robbins, shares valuable insights into how these Alternative Investment Strategies can provide access to high-quality opportunities typically unavailable to individual investors.

Listen in to learn about Non-Correlated Assets and their role in Risk Management in Investing, helping to stabilize portfolios against market fluctuations. Christopher explains how his firm focuses on diversification with non-traditional investments, offering access to exclusive deals that can enhance wealth management strategies. Whether you're planning for retirement or looking for Secure Retirement Investments, this conversation provides valuable perspectives on how to plan for retirement using alternative investments beyond the public markets.

In this episode, find out:

·      The key differences between Public Markets and Private Equity Investing.

·      How Alternative Investment Strategies provide diversification and risk reduction.

·      Why Investing in Sports Teams and other private markets is becoming more accessible.

·      The concept of Non-Correlated Assets and how they impact portfolio stability.

·      How to invest in private equity and access high-quality opportunities.

Tweetable Quotes:

"The key to risk management in investing is alignment—when you're invested alongside your clients, you're making decisions that benefit everyone." – Radon Stancil

"Diversification isn't just about owning different stocks; it's about Non-Correlated Assets that perform independently, reducing overall risk." – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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