Ep 39: Potential Hidden Gems in Your Financial Portfolio

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. We’re going to talk about ways to re-purpose those old accounts for better returns.

 

Read more and get additional financial resources: https://www.baschrock-fg.com/podcast/ep-39-potential-hidden-gems-in-your-financial-portfolio/ 

 

Today's show schedule: 

0:51 – Getting to Know Ben - Do you have any superstitions?

2:55 – A free webinar up on the website now. 

3:54 – Beginning the main discussion on hidden gems.

4:32 – Old 401k accounts

5:43 – Are companies charging fees to hold your investments in an old account?

7:04 – Old life insurance policies

8:54 – Savings account/Money Market account

10:10 – Pensions

12:03 – Ben’s team helps clients find these hidden gems.