What We’re Paying Attention to This Summer

(Click the featured times below to jump forward in the episode)

Today’s Smart Money Question:

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.

The first thing on the agenda is the upcoming client educational event we’ll be holding at the West Chester University Graduate Center on August 24, which will focus on the SECURE Act 2.0, upcoming tax changes, and this current investment environment. Space is limited so get in touch by calling or sending an email to reserve your spot.

Speaking of investing, let’s talk a little about the investment scares that people are facing right now. Those, along with the worry that a recession is coming, leads to a lot of conversations about investing and the best approach to be taking so we’ll spend some time on that. Plus, we want to highlight a hidden gem in investing, the Health Savings Account, and share the two ways we typically advise clients to use an HSA.

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]

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

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