Strategic Borrowing in a Low Interest Rate Environment Podcast

Strategic Borrowing in a Low Interest Rate Environment Podcast
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Episode 36 - Regions Wealth Podcast Series

A low interest rate environment can present significant opportunities for Americans of all income brackets to buy their first home, purchase a new car, or even refinance student loan debt. For high income earners, a low interest rate environment presents an opportunity to borrow at historically low rates in order to free up cash and remain invested in rising markets. In this episode, we’re discussing strategic borrowing, and what factors you should consider before engaging in this particular financial strategy.

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Meet the Speaker

Jeff Winick has been a Senior Wealth Strategist for the South Region of Region's Bank for the past eight years. He has vast experience in the field, including earning the Accredited Estate Planner (AEP) and Certified Wealth Strategist (CWS) certifications and obtaining a Juris Doctorate degree from Capital University. Jeff’s involvement in his community extends beyond Regions, where he serves as a Florida Bar member. Want to find and advisor like Jeff? Contact a Wealth Advisor today. Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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Before investing in a 529 plan, investors should carefully consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 plan.

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