Thursday Jul 27, 2023

What We’re Paying Attention to This Summer

Hard to believe we’re already into July but we’ve had a great summer so far. Hopefully you’ve been making the most of the warm weather and longer days. Today’s episode isn’t a long one but we wanted to take a little time to update on what’s going on at Old Security Group and talk about some of financial topics we’ve been paying attention to.   

 

On today’s show, here’s some of what you’ll learn:

  • Details on our upcoming client educational event (1:04)
  • We’ve been hearing from people about investment scares  (5:46)
  • Why an HSA is considered a hidden gem in investing.  (8:17)
  • 2 ways we advise clients to use an HSA  (10:51)
  • How to invest when worried about a recession (14:19)

 

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Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

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