Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk.
In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bonds while providing downside protection. Whether you’re planning for something in the next 1 to 3 years, Frank explains how these products might help you balance risk and reward.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:57 – Defined outcome investing products
2:43 – Reasons for a short-term investing time horizon
4:21 – The T.I.M.E. Blueprint
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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