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10.21.25 Ask An Advisor With Wes Moss

The Next Big Shift in Retirement Investing

For decades, your 401(k) has meant stocks and bonds — but that’s about to change. Wes Moss dives into a major shift coming to retirement investing: private equity entering your 401(k). Private equity could open the door to investing in the other 87% of the U.S. economy — but should you be excited or cautious? Wes explains what this new era of 401(k) investing might really look like.

Mentioned on the show:

Wall Street Is Pushing Private Assets Into 401(k)s. We Asked Whether Anyone Wants Them.

Plus, Christa shares your #AskWes questions and Wes gives…

The skinny

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