Latest / The Bucket Plan® On-Demand Series
Navigating the Now Bucket in a Low-Interest Rate Environment
Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, and industry guests, Greg Hammer, President and CEO of Hammer Financial Group, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager at Retirement Matters. Learn how to address client concerns about dropping interest rates, reinforce The Bucket Plan® Philosophy, and explore various strategies for the Now Bucket, including CDs, money markets, and short-duration bonds. Dive…
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