Retirement Pathfinder with Barbara Lane & Phil Guske
Business:Investing
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
Mailbag: Is My Account Too Small For My Advisor To Worry About?
Biggest Money Mistakes In Retirement Planning
Are You Making These Common Retirement Excuses?
How Age & Wisdom Impact Financial Planning
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Mailbag: Should I Push My Retirement Date Back?
Retirement Savings Basics & What to Know About Silicon Valley Bank
Mailbag: What To Know About Inheriting An IRA
What’s Your Biggest Financial Fear?
Mailbag: Should I Use Two Advisors To Plan My Retirement?
2023 Edition: Checklist For Retirement Preparedness
Mailbag: Do I Need Life Insurance?
The Top 5 401(k) Mistakes You Need To Avoid
Mailbag: Paying Off Rental Mortgages, Retirement Vs College Funding, And More
Making Smart Decisions During Major Life Events
Mailbag: When Should I Get More Conservative With My Portfolio?
Most Common Retirement Planning Questions About Taxes
Mailbag: Should I Be Considering Roth Conversions?
Please Read The Fine Print
Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?
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