Episode 282: Nearly All of the Places Money Can Live with Mark and Katrina Willis

Subscribe: Apple Podcasts | Android | RSS

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?

This is a segment from our 2022 Not Your Average Financial Summit. If you enjoy this presentation, and are interested in all of the slides and resources, consider joining us this autumn for the 2023 Not Your Average Financial Summit!