Exploring Alternative Investments on the Catholic Money Mastermind Podcast
I recently had the pleasure of being a guest on the Catholic Money Mastermind podcast, where we explored the complex and rewarding world of alternative investments. The show, hosted by members of the Catholic Financial Planners Network, helps faith-driven individuals navigate their financial journeys while staying true to their values.
In this episode, we focused on Evaluating Private Alternative Investments—covering everything from my background in high-yield municipal bonds and commercial real estate to co-managing real estate syndications. I shared insights on balancing risk and return, the importance of due diligence, and how values-based investing can play a central role when working with alternatives like real estate, venture capital, and private lending.
Whether you’re an accredited investor or simply curious about diversifying beyond traditional portfolios, this episode is packed with practical insights to help you make more informed decisions. Give it a listen below!
