So let's say you and your spouse are saving for a nice vacation that's still 18 months away. We're talking Europe! Or, a new model luxury SUV that just came out but you want to wait a year and let that new car depreciation decrease just a bit. (smart move!) Either way, you want to save thousands of dollars over a 12 to 18-month period but you don't want it to just sit in a traditional savings account earning a whopping .10%. That's not 10%, it's one tenth of 1%! There's another 'but' here too. But you don't want to invest in something too risky either because you're 100% going to Europe or buying that SUV! Your host, Andy Keeler, has good news. You have options to make it happen. He and Keeler & Nadler's Investment Committee Leader, Mark Beaver, breakdown the whole world of money markets, CD's, bonds and even U.S. Treasury bills. As Mark put it, these are short term, 'cash reserve vehicles' where your money can work for you while still minimizing risk. And maybe you're asking, 'Wait, why not just put this cash with my stocks and mutual funds?' They explain that scenario too. So, listen to this episode first, make an informed, short-term plan for your cash and then start learning that foreign language for your trip or pick the color you want in that SUV.

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It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

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Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.