Ep 9: The 3 Worlds of Money

Candid Conversations: Retirement Talk with Ryan Cravitz

When you really boil it down, there are really only three places where you can invest money: the banking world, the insurance world, and the Wall Street world. Understanding how these three worlds of money are used is important, but so is knowing the pros can cons for each.

Once you’ve done that, you’ll have a better grasp on how to structure your portfolio. Let’s talk about the role that each of those worlds plays in a good financial plan and how we help our clients balance each of these.

Here’s some of what you’ll learn on the podcast:

· The best uses of the banking world (4:33)

· How the insurance world fits into your financial plan. (7:37)

· The pros and cons of insurance. (11:12)

· Best uses of the Wall Street world. (13:28)

· The Wall Street world has some big cons but also carries some pros that can benefit you. (15:13)

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If you have any questions, you can contact us online here: https://cravitzfinancial.com/
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Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.