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Have you ever been pitched an “alternative” investment opportunity that felt exclusive, different, or just a little too compelling to pass up? In our latest episode, Adam and Ben unpack the real planning dynamics behind private placements and illiquid investments. Why are we drawn to them? How do we convince ourselves it’s a good idea to invest even when something feels slightly off? And what separates legitimate alternative investing from fraud? Listen in as Adam and Ben share real-world examples, red flags to watch for, and who alternative investments may actually be appropriate for and who they’re not. Episode Timestamps; 00:00 Welcome to AB Conversations 00:27 Private Investments Overview 01:34 Why Alternatives Attract 02:04 Tangible Assets and Exclusivity 04:33 Fraud and Real World Example 05:49 Illiquidity and Valuation Risks 08:51 Ponzi Schemes and Local Scams 11:23 When Alternatives Can Fit 15:16 Due Diligence and FOMO 16:03 Liquid Alternatives Option 16:51 Wrap Up and Disclosures For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. Ticket #T010444