))
How should you invest your safe money?
Manage episode 409341304 series 3551573
Contenu fourni par Matt Paul & Steve Paul, Matt Paul, and Steve Paul. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Matt Paul & Steve Paul, Matt Paul, and Steve Paul ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Every investor has a unique risk profile, but no matter how you approach your portfolio, there’s always a place for safe money. It comes in all types of forms with varying levels of risk and return, but what are the best safe money options to consider?
In this episode, we’re going to run through a list of some of the most common products we utilize for conservative investments. We’ll explain things like bonds, annuities, private credit strategy, and more. Plus, we’ll give you some of the pros and cons for each and the things you’ll want to consider before investing.
Safe money might not be the most exciting topic for investors, but it plays an important role in portfolio construction and risk management, especially as you approach retirement.
Here’s what we discuss in this episode:
0:00 – Intro
1:22 – Emergency Fund
2:39 – Bonds
4:42 – CDs
6:58 – Multi-year guaranteed annuity
8:44 – Fixed income
13:19 – BOXX
15:26 – Fixed index annuities
18:15 – Private credit strategy
21:28 – Final thoughts
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
Find us on YouTube: https://bit.ly/481OA51
20 episodes
Partager
