Episode 5: A Perfect Financial Instrument? Where Do I Start?

In this episode, we ask:

How do we combat financial challenges?
What needs to be in place?
What characteristics must be present for a solid foundation?
How do I protect my money?
Where do I put money, when I need it for an upcoming purchase?
How do we keep money flexible?
Which products check all of the boxes for the safe and liquid category?
What is my money doing for me?
What’s an example of a solid financial instrument for a safe and liquid foundation?
How would you like to be taxed?
Why are there restrictions on a ROTH IRA?
What about reinvesting dividends?
What vehicle will help you give the most money to your family?
…More!