Investments You May Want To Avoid

In this episode, Dennis O’Keefe takes a candid look at the kinds of investments he personally avoids and why. From gold and crypto to private equity and AI, Dennis shares stories, history, and hard-won lessons about what happens when hype outweighs fundamentals. His goal isn’t to tell you what to buy, but to help you slow down, ask sharper questions, and protect your retirement from unnecessary risk.

Key takeaways:

• Why “hero stories” of big wins can mislead investors
• The hidden risks behind gold’s surge and crypto’s speculation
• Why private equity funds may not belong in a 401(k)
• The uncertainty of monetizing AI and emerging trends
• The importance of research, perspective, and clarity in retirement planning

Connect with Dennis O’Keefe:

• • Successful Money Strategies, Inc
  • [e-mail] 
  • [phone] 
  • LinkedIn: Dennis O’Keefe
  • LinkedIn: Successful Money Strategies, Inc
  • Facebook: Successful Money Strategies, Inc
  • Instagram: Successful Money Strategies, Inc
  • YouTube: Your Successful Retirement Podcast

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.