Welcome to another insightful episode of the Kim & Jerry Podcast! Today, we’re diving into a critical topic for investors seeking stability and diversification in their portfolios—Mortgage Notes and Alternative Investments.

With rising uncertainty in financial markets, many investors are looking for secure, long-term, cash-flowing assets that offer protection against volatility. In this episode, we explore:

✅ 00:00:00 - 00:00:16 – Introduction to the podcast and the discussion topic: safe investing and the role of mortgage notes in portfolios.
✅ 00:01:56 - 00:02:19 – Disclaimer that the speakers are not financial advisors but are sharing expertise based on their real estate investing experience.
✅ 00:06:01 - 00:06:36 – Explanation of traditional portfolio allocation (stocks, bonds, and ETFs) and the shift towards alternative investments.
✅ 00:09:58 - 00:10:26 – Importance of alternative investments in reducing portfolio volatility and providing stability.
✅ 00:12:00 - 00:13:12 – Examples of alternative assets in large pension plans, including venture capital, commodities, real estate, and even timber.
✅ 00:16:09 - 00:17:28 – Explanation of why mortgage notes are considered an alternative investment and how they provide stability.
✅ 00:20:02 - 00:21:08 – Discussion on how mortgage notes remained resilient during COVID-19 and economic downturns.
✅ 00:24:00 - 00:25:02 – Personal experience of transitioning into mortgage note investing and the benefits in retirement planning.
✅ 00:26:02 - 00:27:19 – Invitation to live Q&A webinars on LinkedIn for deeper discussions and direct engagement.
✅ 00:27:52 - 00:28:07 – Closing remarks encouraging audience engagement and learning more about mortgage notes.

🔹 Disclaimer: We are not financial advisors, CPAs, or attorneys. This discussion is based on our personal experiences and insights into real estate investing and mortgage notes. Always consult with a financial professional before making investment decisions.

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