Where to Hold Investments

Childfree Life by Design

Childfree Life by Design
Where to Hold Investments
Aug 16, 2023 Episode 37
Dr. Jay Zigmont, CFP® & Bri Conn

​​The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay continue their discussion on investing & dig deeper into where you should be investing.


If you haven’t already, listen to Investing 101 & Invest in What You Understand. Through a quiz format, Dr. Jay asks Bri to explain different accounts. With a variety of accounts available, it’s important to understand the different types of accounts, the tax implications, & when you can access your money.  


Resources:

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.