Ep 39: Hidden Gems in Your Financial Portfolio

If you’re like most people, you have old financial accounts that you haven’t looked at it recently and the statements are filed away collecting dust. You might not think much of them, but those accounts might be hidden gems for your portfolio if used in a different way. Let’s talk about where you should look and what you could gain out of these old investments.  

 

Read more and get additional financial resources here: https://principalpreservationservices.com/ep-39-hidden-gems-in-your-financial-portfolio/ 

Today's show schedule: 

1:02 – Hoping to get educational seminars going again soon.   

2:35 – More virtual seminars going up to the website as well.  

3:11 – Mailbag question 1: An online calculator gave me an amount I need for retirement. How accurate do you think that is?

5:02 – Mailbag questions 2: I have almost $150,000 sitting in my savings account. I don’t like getting no interest on it but I’m also too scared to invest right now. Should I just leave it in the bank?  

8:02 – Let’s talk hidden gems starting with the old 401k.  

11:43 – What should you do with the life insurance policy you have?

14:00 – How can savings accounts be hidden gems?  

16:11 – Last hidden gem: old pension fund.    

19:04 – We work with clients to go through all of these things in a discovery meeting.