Early Retirement Now with Karsten Jeske

I had the pleasure of speaking with the real estate investor and founder of EarlyRetirementNow.com, Karsten Jeske. Karsten had a long career in Finance and Economics, and after accumulating assets through investing in index funds and private equity real estate, he is now enjoying his early retirement with his family since 2018.

Let's dive into Karsten's story of how you can accumulate your assets by investing in index funds and private equity real estate.

[00:01 – 04:15] Opening Segment

• I talk briefly about great values that await you in this episode
• Let's welcome guest, Karsten Jeske
• Karsten gives a little bit of background about himself
  • Originally from Germany and moved to the USA as an exchange student
  • Retired since 2018 and lets his passive investments work for him

[04:16 – 07:10] The Process of Accumulating his Assets

• Karsten talks about how he accumulated his assets
  • Invested in passive index funds
  • Started investing in other assets in 2014
    • 11-12% of his net worth invested in real estate
    • 35% in option trading
    • The rest in index funds

[07:11 – 15:15] Investing in Real Estate

• Karsten talks about how he got into real estate investing
  • Diversifying his portfolio
  • Passive income for a busy professional
  • Tax incentives

[15:16 – 28:28] Finding and Evaluating Private Equity Funds

• What did you look for when you started investing in private equity funds?
  • I am not an expert
  • I new people in investor relations of one of these funds.

• Karsten talks about why he chose private equity funds over writs.
  • "You can pick up a lot of tax advantages through going the private equity route rather than the writ."

• Karsten shares tips on how you can get started investing in real estate private equity funds
• A quick word from our sponsors

[28:29 – 36:13] Closing Segment

• What is the best investment you've ever made other than your education?
  • "Might have been that I bought a condo in San Francisco."
  • "Invested in an SMP 500 index fund."

• What is the worst investment you ever made?
  • "A corporate bond in South Korea."

• What is the most important lesson that you've learned in business and investing?
  • "If the market is down, just keep investing."
  • "Do regular small amount [investments], and you do that for a long time."
• Final words from Karsten and me

Tweetable Quotes:

"It pays to be different." – Karsten Jeske

"If the market is down, just keep investing, right. Think of this as stocks are on sale and keep doing the dollar-cost averaging, and you can do it with small amounts." - Karsten Jeske

"Use the dollar-cost averaging, and that gave me a lot of mileage in my path to early retirement." – Karsten Jeske

You can connect with Karsten on LinkedIn, Twitter, and Facebook. Send him an email at [email protected]. Read his blog at https://earlyretirementnow.com/. 

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