The majority of the investment planning you do for retirement is aimed at long-term success, but what can you do with the money you’ll need in the next few years? You don’t want to put those funds at risk when there’s a major purchase like a wedding or a new car coming in the near future.
So what can you do with that money to keep it from being stagnant in the interim? This show will discuss the pros and cons of traditional banking, money markets, fixed annuities, and structured notes.
Here’s what we discuss in this episode:
0:00 - Intro
1:10 – Putting money in the market for a short-term investment
3:06 – Are small returns good enough?
4:53 – Annuities and structured notes
6:29 – The decision-making process
7:49 – Another note on structured notes
Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.
Learn more about Principal Preservation Services: https://principalpreservationservices.com
Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting
Watch Retirement Reality on Demand: https://bit.ly/40VIByr
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