Smart Money Questions

Want to Know How We’re Investing Our Money?

Informações:

Sinopsis

Have you ever stopped to think about what your financial advisor invests in? You get a lot of advice and guidance but do they actually follow their own suggestions? We’re going to pull back the curtain and tell you how we manage our entire portfolio for the three businesses.   Show Notes: http://smartmoneyquestions.com/podcastposts/want-to-know-how-were-investing-our-money/   Today's Rundown:  0:34 – What we’re doing on today’s show. 1:10 – In the news: Local Pennsylvania couple facing a felony charge after spending more than $100,000 that was accidentally deposited into their bank account. 1:59 – This came up in my office recently from a client: I read an article that suggested I ask my advisor what they invest in. 2:47 – So today, I want to go through this question and discuss everything we are involved with in our office. 5:56 – Where is our emergency fund. 6:44 – Our tax money is also sitting in another bank account. 7:17 – We also have money invested in our three companies.   8:54 – Let’s tal