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Ep 94: Managing the Cash in Your Portfolio

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Manage episode 329800118 series 2709707
Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.
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/

  continue reading

99 episodes

iconShare
 
Manage episode 329800118 series 2709707
Content provided by Dave Elizondo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Elizondo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.
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/

  continue reading

99 episodes

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