In this episode of The Retirement Matters Podcast, Dale talks about alternatives to saving money at the bank. Dale discusses ways you can save money in other institutions or different classes of institutions. The banks are great and safe places to put money, but when you reach a certain level of money at the bank, it may be a wise decision to start looking at alternatives that bring you equivalency in safety and perhaps even tax efficiency as you begin to save more towards your goals!
Remember- it's not about how much money you make when saving, it's about how much money you keep!
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Always remember to Save Money, Plan Well and Live Happy in Retirement.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
