Welcome back to Your Life and Money — the podcast that goes beyond the numbers to help you live your best financial life. In this solo episode, host Brad Smith dives into a crucial yet often overlooked topic: the role of alternative investments in building a more resilient and aligned financial strategy.
While life-centered planning is always the foundation, Brad explores how evolving markets and investor needs are driving a shift away from traditional models like the 60/40 portfolio—and what that means for your money.
In this episode, we explore three core themes:
- The Limits of Traditional Investing: Why the classic balanced portfolio often falls short of expectations in today’s volatile markets, and how client experiences frequently diverge from projected returns.
- The Rise of Alternative Assets: How pension funds are using private investments like real estate, debt, and equity to reduce volatility and boost long-term returns—and how these strategies are now accessible to individual investors.
- The Power of Active, Integrated Management: How unified managed accounts (UMAs) combine professional management and alternative asset access to create more flexible, responsive portfolios aligned with your life goals.
Why listen?
This episode offers practical insights into how you can build a more durable, diversified portfolio—without relying solely on public stocks and bonds. It’s an essential listen for anyone seeking greater clarity, confidence, and consistency in their financial plan.
Have questions or want to learn more?
Visit our website to connect, share your feedback, or explore how life-centered planning can work for you.
Tune in today and discover how smarter investing can support the life you truly want to live.
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.