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I-bonds: a little-known (and guaranteed) option for "lazy money"

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Manage episode 305440913 series 2798570
Content provided by Adam Cmejla. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Cmejla 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.

Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The days of 4%+ savings accounts are decades-old memories. However, there is one silver lining of rising inflation: I-bonds are attractive again, and it’s a great option for optometrists to consider when looking to get some yield on cash that needs to be risk-free.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Resources:

www.treasurydirect.gov

Treasury Direct information on I-Bonds

Treasurydirect.gov account signup page

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

  continue reading

285 episodes

Artwork
iconShare
 
Manage episode 305440913 series 2798570
Content provided by Adam Cmejla. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Cmejla 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.

Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The days of 4%+ savings accounts are decades-old memories. However, there is one silver lining of rising inflation: I-bonds are attractive again, and it’s a great option for optometrists to consider when looking to get some yield on cash that needs to be risk-free.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Resources:

www.treasurydirect.gov

Treasury Direct information on I-Bonds

Treasurydirect.gov account signup page

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

  continue reading

285 episodes

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