How To Make Sure Your Money Is Safe

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Entrepreneurship, Investing, Business, Careers, How To Retire, Retirement Planning, Stock Investing, Real Estate Investing, Retirement, Personal Finance, Save On Taxes, Early Retirement

4.7 • 585 Ratings

🗓️ 3 April 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode of the Early Retirement Podcast, Ari discusses how much money is safe. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement). -> Create Your Custom Strategy To Retire Early -> Free E-Book: A Complete Guide To An Early Retirement Let's Connect! WebsiteYouTubeLinkedInENJOYED THE SHOW? Don't miss out on any episode by ...

Transcript

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0:00.0	With everything going on right now, you want to make sure your money is safe, and that is exactly
0:04.4	what we're going to be talking about today.
0:06.4	Now, in 15 minutes, you are going to know if you have sufficient protection and you should
0:11.2	not worry or whether or not making a few tweaks could really save you big time in the long run.
0:17.0	So that is what we're going to be talking about today.
0:19.3	Now, please know, there are plenty of known
0:21.7	risks when you invest, inflation, deflation, recessions, rising and falling interest rates,
0:27.9	and bare markets and all of these things. That's not what I'm talking about today. Today, I'm
0:31.9	talking about the safety of when you put your money in a bank or with a custodian to hold your
0:37.4	investment assets,
0:38.7	how safe are those assets? That is what I'm talking about today. I am your host, Ari Taoblieb.
0:44.2	If the show has been helpful, I kindly ask that you take a few moments and leave a review.
0:48.9	That helps more people find the show and helps more people have confidence when it comes to an
0:53.3	early retirement. If you are new to the show, welcome. I hope confidence when it comes to an early retirement.
0:56.1	If you are new to the show, welcome.
0:58.2	I hope this content is valuable for you.
1:03.0	So when we're looking at what's the right amount of insurance to have when it comes to FDIC insurance and SIPC insurance and all of these things that you've probably heard of,
1:08.7	but not really taking a full deep dive on.
1:16.4	I'm going to save you the hours of research in this quick episode to tell you exactly what you need to know when it comes to the real risks of the safety of your money. Now, I'd like to start
1:21.5	with a very basic example. And then if you've been listening to the show for some time and out,
1:25.4	you know that I like to connect it at the end. I think examples and stories are the best way for things to resonate.
1:30.8	So this overly simplistic example right now, I promise, is going to connect to the overall message and theme of the episode, which is we all have decisions when it comes to risk tolerance and what that means.
	...

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