Finance – Your Investment Partners With Paul & Garrett

#15 What To Do With Extra Savings


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What To Do With Extra Savings

 

In today’s episode, we will be talking about what to do when you have extra savings. We will discuss how to think through the different trade-offs and balancing those with your financial goals, how to approach paying down debt and more.

 

The problem everyone wants to have – extra savings! We will be discussing what accounts and considerations you should have if you have extra savings.

 

 

Here are a few topics we will cover:

 

  • Ongoing Savings vs Lumpsums
  • Being Retired vs Still Working
  • Emergency Funds
  • Interest Rates
  • 529 Plans
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    Thanks for tuning in. Questions about today’s episode let us know.

     

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    Finance – Your Investment Partners With Paul & GarrettBy Ascend Investment Partners