Ep 94: Managing the Cash in Your Portfolio


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By Dave Elizondo. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again.

What we discuss today:

1:48 – Good reasons to have cash on hand

4:14 – How much cash should I have?

7:54 – Why it’s counterproductive to have more cash on hand

9:29 – Client example

10:28 – Ways you can invest money

12:20 – Layering risk over time

13:22 – Final thoughts

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/

97 episodes