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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

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Manage episode 402326955 series 2412204
内容由Scott Dougan提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Dougan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.

Here's what we discuss in this episode:

  • What are we talking about when we say, “lazy money?”
  • The current interest rate landscape + why people end up with too much lazy money in their portfolio
  • Addressing excess lazy money by calculating a "war chest,” understanding your income plan, and fine-tuning investments
  • Achieving a “Goldilocks” allocation of assets that is just right for your financial goals

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

  continue reading

137集单集

Artwork
icon分享
 
Manage episode 402326955 series 2412204
内容由Scott Dougan提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Dougan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.

Here's what we discuss in this episode:

  • What are we talking about when we say, “lazy money?”
  • The current interest rate landscape + why people end up with too much lazy money in their portfolio
  • Addressing excess lazy money by calculating a "war chest,” understanding your income plan, and fine-tuning investments
  • Achieving a “Goldilocks” allocation of assets that is just right for your financial goals

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

  continue reading

137集单集

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