Not Your Average Financial Podcast™
Episode 282: Nearly All of the Places Money Can Live with Mark and Katrina Willis
In this episode we ask:
- Are you missing out?
- Would you like to subscribe?
- Join the FREE Not Your Average Financial Community to receive a notice about this year’s dates!
- Would you like a 30,000 foot flyover of financial choices?
- Where might you park your money?
- Where does your money live?
- Why does this matter?
- What are the pros?
- What are the cons?
- What were the news cycles saying in May 2022?
- What about cash?
- What about checking?
- What about savings?
- What is great about cash?
- What are the downsides of cash?
- What about inflation?
- What about certificates of deposit (CDs)?
- What about bonds and bond funds?
- What about precious metals?
- What about crypto?
- What about term life insurance?
- How about fixed annuities?
- What about variable annuities?
- What about dividend paying stocks?
- What about stock buy backs?
- What about common stocks?
- What about tech stocks?
- What did DALBAR say?
- What about ETFs?
- What about TDFs?
- What about qualified plans, like 401(k)s?
- What about real estate?
- What about indexed universal life insurance?
- What about variable life insurance?
- What about business and K-1 partnerships?
- What about Bank and Yourself® type whole life insurance?
- What about all time record highs?
- Is it an “either/or”?
- Is it a “both/and”?
- What are Mark’s takeaways?
- Would you like to hear Episode 187?
- Which of these tools were surprised about?
- What did you learn? What are your takeaways?
- Would you like to meet with Mark?