The Three Worlds of Money

When you really boil it down, there are really only three places where you can invest money: banking, insurance, and Wall Street. Each of these sectors have benefits but they all come with some downside as well so you want to find the right mix and balance to get your desired results.

In this episode, we’re going to talk about the role that each of those worlds play in a good financial plan and who might benefit most from these three.

Here are some of the highlights from this episode:

• Why the banking world is safe but can cause you to lose buying power to inflation.
• Diversity of accounts is as important as diversity of investments.
• Determining how much insurance you need for your family.

 

Contact Desmond:

Visit https://www.clcfinancial.com/ or call 910-323-5700.