Alternative investments (also known as “alts”) are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals?

In this episode, we break down everything you need to know about alternative investments. We’ll explain what qualifies as an alt, how they differ from stocks and bonds, and why they’ve become more popular and accessible in recent years. You’ll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the potential benefits and risks of adding them to your portfolio.

We’ll walk through:

• What counts as an alternative investment
• How alts are different from traditional assets
• Real estate, hedge funds, private equity, crypto, collectibles, and more
• Why some investors use alts to hedge against inflation and diversify
• Risks to watch out for: liquidity, fees, complexity, and lock-up periods
• Who alts are best suited for, and what questions to ask before investing

If you're curious about alts, this episode will help you make smarter, more informed decisions.

Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five.

We discuss how personal and business finances differ (and why it matters), how AI is transforming bookkeeping and accounting, and what financial habits truly build long-term success. Jenny also shares empowering advice for women and younger professionals who want to feel more in control of their money, plus one common financial myth she wishes everyone would leave behind.

Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

Are you still helping your adult children financially while also trying to plan for your own retirement? You’re not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year.

In this episode, we explore how today’s financial landscape is shifting parenthood later into life and what that means for your long-term financial well-being.

We’ll talk about:

• Why more parents are supporting adult kids longer
• What conversations you should be having with your children
• How to evaluate what’s help and what’s enabling
• What you should do if you are supporting your adult children financially
• How to foster financial independence

If you have adult children, will soon have adult children, or are someone receiving parental support yourself, this episode will help you understand balancing love with financial responsibility and long-term planning.

Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.