The Three Worlds of Money
Putting together a financial plan is going to be different for everyone we work with. Tools for you might not work for someone else and finding the best investments to align with your goals is what we want to achieve.
When you really boil it down, there are really only three places where you can invest money: banking, insurance, and Wall Street. Each of these sectors have benefits but they all come with some downside as well so you want to find the right mix and balance to get your desired results.
In this episode, we’re going to talk about the role that each of those worlds play in a good financial plan and who might benefit most from these three.
Here are some of the highlights from this episode:
- Why the banking world is safe but can cause you to lose buying power to inflation.
- Diversity of accounts is as important as diversity of investments.
- Determining how much insurance you need for your family.
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Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.