Listen Now
I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks.
As we dissect several real-world scenarios, I share a concept from my upcoming book, The Perfect Portfolio, that offers listeners a practical tool to evaluate any tax-driven investment decision.
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Listen now to learn:
► How Opportunity Zones work—and why their tax benefits come with high risk
► Why implementing a bad investment idea is often worse than missing out on a good one
► A practical example illustrating when a tax-driven investment opportunity makes sense (and when it doesn’t)
► A sneak preview of a key decision-making concept from The Perfect Portfolio
Resources:
- Check out the 20/20 Money podcast
- See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now.
The Long Term Investor audio is edited by the team at The Podcast Consultant
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Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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