Jeff Rogo

speaker

233 appearances 3 recordings 1 series first heard Oct 2018 last heard Mar 2023

Jeff Rogo’s voice in public audio — every appearance, attributed to the second.

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There's other things.

High-yield savings accounts have been really beneficial online.

We've seen a rise in people buying CDs.

This is guaranteed money.

This is not like putting money in the stock market where it could go up or down in six months.

You're going to get this money back.

We talked to financial advisors.

What they say over and over again, the biggest mistake people have is way too much money in their checking account.

That's money that can be put to work in return.

And if you are really concerned about taxes, you're saying, look, I love getting a return of 4%, but I don't want to pay heavy taxes on this.

I don't want to, you know.

Come at the end of the year, it really drives my tax bill higher.

I would really suggest municipal bonds.

Bankrate has data that says the average American sticks with their primary checking and savings account for about 17 years on average.

It's interesting because when we buy a home, we shop for like 30 different mortgage rates.

We're trying to get the best rate.

We buy a mortgage broker who goes and is like, I'm going to get half of a basis point better than this other person.

So we go with them.

And yet we put our checking account in and completely go on autopilot.

The same rigor you might have done to get your home loan is something you should look at your bank regularly.

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