• Growth Vehicles for Your Safe Money Bucket

  • 2022/07/25
  • 再生時間： 15 分
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Growth Vehicles for Your Safe Money Bucket

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  • Michael Wallin and Stacey Andres have talked in previous episodes about the three buckets of financial planning - short, medium, and long term.  Today we are focused on the medium term or "safe money" bucket.  We'll cover some safe growth vehicles for this safe money bucket.  

    We'll tackle the pros and cons of

    • Certificates of Deposit (CD's)
    • Multi-Year Guaranteed Annuities (MYGA's)
    • Buffered ETF's / Buffered Notes

    In our next episode we'll take a deeper dive into these Buffered ETF vehicles.

    To receive your free Arc of Life Report, or to talk to Michael, Stacey, and the team at Optivise Advisory Services, give them a call at (855) 378-1806, or visit our website, https://www.artofwealthunbroken.com/
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あらすじ・解説

Michael Wallin and Stacey Andres have talked in previous episodes about the three buckets of financial planning - short, medium, and long term.  Today we are focused on the medium term or "safe money" bucket.  We'll cover some safe growth vehicles for this safe money bucket.  

We'll tackle the pros and cons of

  • Certificates of Deposit (CD's)
  • Multi-Year Guaranteed Annuities (MYGA's)
  • Buffered ETF's / Buffered Notes

In our next episode we'll take a deeper dive into these Buffered ETF vehicles.

To receive your free Arc of Life Report, or to talk to Michael, Stacey, and the team at Optivise Advisory Services, give them a call at (855) 378-1806, or visit our website, https://www.artofwealthunbroken.com/
続きを読む 一部表示

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