Ep. 10 – Safe Money Strategies: A Deeper Dive Into Understanding Your Options

In this insightful episode of Wealth Roadmap, hosts Jeff and Stephen explore the landscape of secure investments, guiding listeners through the strategies for achieving guaranteed financial returns. They provide an in-depth analysis of the most reliable investment vehicles, offering their insights, real-world examples, and a clear breakdown of each option's advantages and potential drawbacks. From the basics of Certificates of Deposit (CDs) and the safety of government bonds to the nuanced benefits of annuities, this episode covers essential considerations for anyone looking to make informed financial decisions. Jeff and Stephen discuss important factors such as FDIC insurance, tax-deferred growth, and the security of government and insurance guarantees.

 
They emphasize the importance of aligning investment choices with personal financial plans and preferences, ensuring that listeners are equipped to effectively manage income gaps and achieve the retirement lifestyle they aim for. This episode is designed to empower you with the knowledge needed to confidently navigate the safer side of investing, making it a must-listen for anyone interested in securing their financial future with smart, informed strategies.

Disclosures: Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. 6512791.1