Ben & Callen cover the fundamental options of saving versus investing, evaluating personal financial situations, and the importance of building an emergency fund. They also share insights on high-yield savings accounts, money market funds, and breaking down goals into short-term, intermediate, and long-term buckets. We’ll also discuss the significance of paying off high-interest debt and offer creative ideas for investing in personal health and wellness.
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Legal Stuff
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. Material provided by Concenture Wealth Management.