Short-Term Investing for Retirees: 6 Safe Ways to Grow Your Money

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-10-14

Send us Fan Mail What you do with the $150,000 to $400,000 you need over the next two years could quietly cost you thousands in taxes and Medicare premiums. In this episode, we're talking directly to retirees with seven-figure portfolios who want smarter answers than generic financial advice delivers. We break down six safe, short-term investing strategies designed to protect your purchasing power without sacrificing yield—covering high-yield savings, Treasury bills, money market funds, CDs, short-duration bonds, and more. You'll learn how each option affects your after-tax return, your IRMAA thresholds, and your long-term wealth management plan. This is the ki...