Episode 34 - Understanding Private Equity Investments

In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry explore the topic of private equity. They explain what private equity is, the criteria for becoming an accredited investor, and how private equity differs from public equity. The discussion covers various private equity strategies, such as venture capital and buyouts, and highlights the risks and rewards associated with these investments. They also touch on the traditional 60/40 investment portfolio and its future viability, emphasizing the importance of diversification and professional advice in investment decisions. This episode was produced before Valley Financial Group, Inc. became affiliated with Hightower Signature Wealth in August 2026. Accordingly, references to Valley Financial Group, Inc. reflect the name used at the time of production.