Do you know there are 3 Types of Money and many investors don't understand the differences? While many investors assume investment in equities/real estate/commodities/Bitcoin etc is money performing, soon find that the fundamentals of investing require risk and loss and the history of investments states it is quite the opposite of money at work. It's Money at Risk.
Knowing the differences and the financial literacy behind these types of money will benefit your short and long-term financial planning.
Check out my video where I explain the differences of:
MONEY AT RISK
MONEY AT REST
MONEY AT WORK
and how utilizing a properly built life insurance policy is the best strategy when planning for the NOW & future.
Many advisors have no idea, can’t explain, are uneducated and OMIT this information to give you false sense of confidence that your “money at risk” portfolio they manage with fees will be enough to live on.
It is not and the epidemic of Americans falling short of their expectations and into impoverishment later only point to what the DALBAR QAIB and Monte Carlo principal has told us for decades. Its failed us & not enough.
Ask me what a Coordinated Retirement Strategy is and how something so simple is the 1 Solution to all the 8 Key Risks of Financial Planning.
This is not a flash in pan idea. It’s been around a LONG time for wealth preservation.
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22 май 2024
