Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

Your retirement options extend far beyond stocks and mutual funds. Mat Sorensen

Name: Your retirement options extend far beyond stocks and mutual funds. Mat Sorensen
Uploaded: 2023-12-09T15:00:40+00:00
Duration: 27 s
Channel: Bob Fraser
Description: In this brief monologue, Mat Sorensen challenges the conventional Wall Street narrative that retirement investing is limited to publicly traded stocks…

9 Dec 2023 · 0 min

Watch on YouTube

0:27

In this brief monologue, Mat Sorensen challenges the conventional Wall Street narrative that retirement investing is limited to publicly traded stocks and mutual funds. He asserts that retirement accounts can legally hold a wide range of alternative assets, including real estate, private funds, single‑family rentals, private‑money loans, small businesses, and cryptocurrencies. Sorensen argues that Wall Street does not promote these options, which is why many investors are unaware of them.

Wall Street's told you we're your only choice. You got to buy a stock or a mutual fund or some publicly traded assets. That's all you can do. But the reality is that's not it. You can invest in real estate. You can invest in a private fund. You could buy a single-family rental. You could be a private money lender. I mean, all these things you can do with a retirement account in real estate. You can invest in a small business. You could own crypto. These are all assets your retirement account can own. Wall Street just doesn't sell it, so they never told you about it.