Kansas City Resource Library
Don’t Let Healthcare Derail Your Retirement
Does a Presidential Election Really Affect the Markets?
Cash is Undefeated
Fall Festival Thank You and Save the Dates
Report: Second Quarter Economic Update
Report: First Quarter Economic Update
Report: Proactive Year-End Tax Planning for 2020 and Beyond
Half Time Report Webinar
2024 Winter Newsletter: Kansas City
2023 Fall Newsletter: Kansas City
2023 Summer Newsletter: Kansas City
2023 Spring Newsletter: Kansas City
Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.
Here’s what we discuss in this episode:
- What are we talking about when we say, “lazy money?”
- The current interest rate landscape + why people end up with too much lazy money in their portfolio
- Addressing excess lazy money by calculating a “war chest,” understanding your income plan, and fine-tuning investments
- Achieving a “Goldilocks” allocation of assets that is just right for your financial goals
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