• Unlocking Financial Efficiency: Phasing In Investments and Using Access Bonds

  • May 25 2024
  • Length: 9 mins
  • Podcast

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Unlocking Financial Efficiency: Phasing In Investments and Using Access Bonds

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  • Summary

  • On today's episode Warren Ingram teaches us how to strategically phase in your investments, minimize fees, and maximize interest earned. Warren also answers your questions on using an access bond as an emergency fund for guaranteed, tax-free returns at high interest rates.

    Takeaways

    • Strategically phasing in investments to avoid unnecessary fees
    • Managing transaction costs effectively
    • How to maximize interest earned during the phase-in period
    • How to minimize transfer fees (fixed and percentage-based)
    • Identifying optimal brokerage accounts for maximum benefits
    • Learn more on how to use an access bond as an emergency fund for guaranteed, tax-free returns at high interest rates (11.5%).
    • How to conduct a test run to check the ease of withdrawal and any hidden costs.
    • Identifying optimal brokerage accounts for maximum benefits.


    For more valuable insights from the 10x team, click here.

    Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
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