By David Enna, Tipswatch.com
Jeremy Keil, a certified financial planner based in Milwaukee, reached out to me this month to help educate his clients on U.S. Series I Savings Bonds, a very hot topic in October 2021. We tried to give a a simple breakdown of how U.S. Series I Savings Bonds work, their benefits, and potential pitfalls.
Listen to the podcast here
(also available on the Apple and Google podcast platforms; search for “Retirement Revealed” podcast).
It’s great to see I Bonds being promoted in the financial planning community, which doesn’t happen often. I enjoyed this process and being able to spread the word about I Bonds.
Referenced in the podcast:
— September inflation report sets new I Bond variable rate at 7.12%, annualized.
— I Bond Manifesto: Why inflation-linked savings bonds can work as part of your emergency fund
— I Bond dilemma: Buy in October? Or wait until November?
— Inflation and I Bonds, where I track upcoming rate changes.
— Social Security COLA tracking page
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David Enna is a financial journalist, not a financial adviser. He is not selling or profiting from any investment discussed. The investments he discusses can purchased through the Treasury or other providers without fees, commissions or carrying charges. Please do your own research before investing.
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Thanks for being on the show – what a great overview of I bonds, TIPS, etc.! – Jeremy