))
5 Tax-Smart Alternatives That Beat High-Yield Savings Accounts
Manage episode 450135455 series 3612980
Контент предоставлен Sim Terwilliger, CFP®, CSLP® and Sim Terwilliger. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Sim Terwilliger, CFP®, CSLP® and Sim Terwilliger или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Tired of watching your hard-earned money lose value to taxes and inflation? We’re exploring five powerful investment alternatives beyond a simple high-yield savings account (HYSA). You'll learn clear strategies to maximize your post-tax cash while keeping your money accessible. We break down the benefits of municipal bonds, Treasury bills, and other smart options physicians might overlook. If you're tired of settling for standard savings rates, this episode will help you make smarter choices with your cash.
Key moments:
(03:13) Money market accounts are a low-risk, low-hassle option to improve your yield (06:02) How no-penalty CDs and short-term bond funds fuel flexibility (15:11) Municipal bonds are a tax-efficient choice tailored for physicians (18:24) Calculate tax-equivalent yield to make smarter investment decisions (23:50) BulletShares and other maturity-focused bonds offer steady growth with a set finish line
Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth.
Like the show? There are several ways you can help!
- Follow on Apple Podcasts, Spotify, or Amazon Music
- Leave an honest review on Apple Podcasts
17 эпизодов
Поделиться
