
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Got some short-term cash to save? Don't go stocks. Go here.
So let's say you and your spouse are saving for a nice vacation that's still 18 months away. We're talking Europe! Or, a new model luxury SUV that just came out but you want to wait a year and let that new car depreciation decrease just a bit. (smart move!) Either way, you want to save thousands of dollars over a 12 to 18-month period but you don't want it to just sit in a traditional savings account earning a whopping .10%. That's not 10%, it's one tenth of 1%! There's another 'but' here too. But you don't want to invest in something too risky either because you're 100% going to Europe or buying that SUV! Your host, Andy Keeler, has good news. You have options to make it happen. He and Keeler & Nadler's Investment Committee Leader, Mark Beaver, breakdown the whole world of money markets, CD's, bonds and even U.S. Treasury bills. As Mark put it, these are short term, 'cash reserve vehicles' where your money can work for you while still minimizing risk. And maybe you're asking, 'Wait, why not just put this cash with my stocks and mutual funds?' They explain that scenario too. So, listen to this episode first, make an informed, short-term plan for your cash and then start learning that foreign language for your trip or pick the color you want in that SUV.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.
It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.
Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.