Artwork

Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Where Should I Save My Money?

23:57
 
Share
 

Manage episode 402343794 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Deciding where to store your money depends on various factors including your financial goals, risk tolerance, and liquidity needs. Logan and Chris review some common options to consider.

Retirement Plan Checklist: https://bit.ly/3T7hlZC

Financial Planning Tool: https://bit.ly/3uIUxWO

Meet with Us: https://bit.ly/42MUFB3

Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0

What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k

What Should I Invest My Money In?: https://youtu.be/AtJvNswl5bw

5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU

4 Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q

Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI

Financial Planning Tips for 2024: https://youtu.be/eSKyNMPuz4M?si=e38F1pZW_WctMFZa

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 402343794 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Deciding where to store your money depends on various factors including your financial goals, risk tolerance, and liquidity needs. Logan and Chris review some common options to consider.

Retirement Plan Checklist: https://bit.ly/3T7hlZC

Financial Planning Tool: https://bit.ly/3uIUxWO

Meet with Us: https://bit.ly/42MUFB3

Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0

What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k

What Should I Invest My Money In?: https://youtu.be/AtJvNswl5bw

5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU

4 Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q

Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI

Financial Planning Tips for 2024: https://youtu.be/eSKyNMPuz4M?si=e38F1pZW_WctMFZa

  continue reading

300 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide