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Where to Invest Excess Money

Episode 87: Where to Invest Excess Money

Is your individual or business money sitting in a bank with low interest rates? Why is this an issue when it has historically worked for others? Join Phillip and Bryan as they tackle this topic that they have worked through with several clients of theirs. Creating a plan to “move off zero” is essential to the future of your savings. Instead of sitting on money in the bank that will lose it’s value in the long run, make investments now that align with your risk tolerance and core values. What you’ll learn: why bank interest rates should remain low or may even become negative, and solutions as far as where to put your excess money (uncommon banking, tax protection, cryptocurrency, and others).