Ep 94: Managing the Cash in Your Portfolio
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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.
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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/
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