Coffee and Coin Podcast

152. How to Choose the Right Saving & Investing Accounts for Your Goals


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Do you have cash just sitting in a traditional savings account? Do you have a sneaky feeling that there might be a better option? 

Are you ready to grow your investing strategy, but aren’t sure which account type makes sense for you? In this clip from our webinar, “Where to Invest First,” Whitney breaks down the types of accounts every #WealthyWoman needs and how to create a financial system that puts your money to work. 

In this episode, you’ll learn:

  • The benefits and drawbacks of different types of savings and investment accounts
  • How to prioritize which accounts to invest in first
  • Where you could be leaving money on the table
  • The tactical steps you need to take to open a new account
...more
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Coffee and Coin PodcastBy Allegra Moet Brantly

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