EP 286: Diversifying Your 401(k): Should You Consider Private Assets?

On this episode of Trust the Plan Podcast with Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth, the focus was on the rising availability of private investments within 401(k) plans. They discussed how options like private equity and private credit, while traditionally reserved for institutional investors, are slowly being introduced into retirement accounts through specialized structures. Although access is still limited and not open to all participants, regulatory changes and industry innovation are beginning to pave the way. Nick and Preston emphasized that while these investments can offer diversification and long-term growth potential, they come with added complexity and are best suited for well-informed investors with a long time horizon.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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