Are we headed into a recession? Alan Holman believes so, but does that really mean much to your financial plan? We talk about Money Market accounts, what not to confuse them with, and how they fit into your planning buckets. We dive deeper into our “Bucket Strategy” and discuss whether or not Alternative Investments are worthy of time for the average investor. There are also questions you need to be asking your advisor or anyone selling you any sort of financial product. Treat them like you would a doctor – get a second opinion!

 

Hosts:

Brian Wiley, Financial Advisor

Alan Holman, CFP®, Wealth Advisor

 

The Real Money Pros:

https://www.therealmoneypros.com

 

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SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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