Understanding Your Investment Options Podcast

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Another week of 2021 has passed and March is already right around the corner.
In my latest video podcast, "Understanding Your Investment Options," I discuss the variety of investment options you have to choose from. There are many different options and each has potential benefits and disadvantages that should be considered carefully when deciding how to deploy your hard-earned dollars and the probability of the results you might expect.
I talk about bank savings and checking, CD’s, stocks and bonds, mutual funds, ETFs, and annuities, and insurance. We will also look at the ways that each of these investment options can be taxed and how you should consider both the investment itself and the taxation of the option you choose.
Understanding your investment options is a critical retirement planning consideration.
Why not contact me today to discuss? We can do it in-person, online, or over the phone. Whichever makes you feel the most comfortable.
If you have any thoughts or questions regarding your retirement planning please don’t hesitate to contact me,
Please remain safe and let’s continue to make it a great 2021!
Regards,
Rick