12 Jun 2023

•

1 min read

WHY IS YOUR MONEY IN THE BANK?

Brad addresses the concerns of many retirees involving banking and bank products.

Author image

Written by Brad Pistole, ,

Brad addresses the concerns of many retirees involving banking and bank products. Some of the things discussed today include CD's, FDIC coverage, insurance products, annuities, and how they stack up compared to bank products.

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

Send us a text

Apple podcast icon

Plan with Confidence, Retire with Peace of Mind

Your retirement deserves expert guidance. Let us help you build a secure, tax-efficient future with strategies tailored to your needs.

Schedule a Consultation

Related Podcasts

Retirement's Four MOST Essential Questions

Most retirees focus exclusively on their investment accounts—the 401(k)s, IRAs, and brokerage accounts they've accumulated over decades. But as Brad explains, these "piles of money" can be lost, stolen, depleted in market downturns, or divided in divorce.

Speaker image

Mastering QCDs in Retirement

Unraveling the complexities of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) reveals a powerful tax-saving opportunity that many retirees completely miss. Starting with a client's confusion about Medicare eligibility versus RMD requirements, this episode dives deep into the strategic use of charitable giving from IRAs to minimize taxation while supporting causes you care about.

Speaker image

What Silver Dollar City Taught Me About Retirement

What if your entire retirement plan could collapse as easily as a line of dominoes? In this eye-opening episode, I share a painful personal story from Silver Dollar City that perfectly illustrates how one unexpected event can trigger a devastating financial chain reaction.

Speaker image