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Episode #471: Gary Zimmerman, MaxMyInterest – SVB, FDIC, & The way to Maximize ROI on Money
Visitor: Gary Zimmerman is the Managing Associate of Six Timber Capital LLC and Founding father of MaxMyInterest, a software program platform that allocates people’ money amongst their very own financial institution accounts in order that they earn essentially the most curiosity potential whereas staying inside the limits for FDIC government-deposit insurance coverage.
Date Recorded: 3/14/2023 | Run-Time: 57:57
Abstract: In as we speak’s episode, Gary shares what precisely has occurred with the Silicon Valley Financial institution state of affairs. Then he shares the dangers persons are uncovered to with money balances, why MaxMyInterest helps buyers earn alpha and keep away from what occurred with SVB, and the way his shoppers are incomes over 5% on their money balances as we speak.
Sponsor: YCharts permits monetary advisors to make smarter funding selections and higher talk with shoppers. YCharts presents a collection of intuitive instruments, together with quite a few visualizations, complete safety screeners, portfolio building, communication outputs, and market monitoring. To begin your free trial and make sure to point out “MEB ” for 20% off your subscription, click on right here. (New shoppers solely)
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Transcript:
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