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3 Investment Worlds: Finding the Right Balance for You
Manage episode 517987550 series 2412204
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
When it comes to investing for retirement, not all dollars belong in the same place, or even in the same world. In this episode, Scott explains the concept of the Three Investment Worlds: Protection & Savings, Growth & Potential, and the Hybrid space that bridges the two. By the end, you’ll better understand how to position your money across these worlds based on your goals, timeline, and risk tolerance.
Here’s what we cover in this episode:
💵 Protection & Savings: safety-first options like banks, treasuries, and fixed annuities
📈 Potential & Investments: market-based assets offering higher returns with more risk
🌉 Bridge Between Protection & Potential: hybrid and indexed annuities that balance safety with growth
🧩 Customizing Retirement Plans: blending the three worlds to match your goals and comfort level
🚀 Increasing Potential: how to seek higher returns through calculated risk and longer timeframes
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
211 episodes
Manage episode 517987550 series 2412204
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
When it comes to investing for retirement, not all dollars belong in the same place, or even in the same world. In this episode, Scott explains the concept of the Three Investment Worlds: Protection & Savings, Growth & Potential, and the Hybrid space that bridges the two. By the end, you’ll better understand how to position your money across these worlds based on your goals, timeline, and risk tolerance.
Here’s what we cover in this episode:
💵 Protection & Savings: safety-first options like banks, treasuries, and fixed annuities
📈 Potential & Investments: market-based assets offering higher returns with more risk
🌉 Bridge Between Protection & Potential: hybrid and indexed annuities that balance safety with growth
🧩 Customizing Retirement Plans: blending the three worlds to match your goals and comfort level
🚀 Increasing Potential: how to seek higher returns through calculated risk and longer timeframes
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
211 episodes
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