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Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Ep 27: Should I Have 3 Years Cash?

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Manage episode 335722374 series 2841245
Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

We invite a special guest on the show Tori Ten Hagen. Tori currently serves as a Resident Financial Planner on the Brindle and Bay team and is working towards getting her CFP. On this show, we will be discussing if it's a good idea to have 3 years worth of cash when you are in retirement. Since the market is down, many people are worried about losing their money and many believe having a good portion of their portfolio in cash is the only option. We will also be discussing sequence of returns risk and how this can greatly impact your retirement if not planned properly.

Michael Kitces Article: https://bit.ly/3zehxv6

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

75 episode

Artwork
iconBagikan
 
Manage episode 335722374 series 2841245
Konten disediakan oleh Nick Davis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Nick Davis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

We invite a special guest on the show Tori Ten Hagen. Tori currently serves as a Resident Financial Planner on the Brindle and Bay team and is working towards getting her CFP. On this show, we will be discussing if it's a good idea to have 3 years worth of cash when you are in retirement. Since the market is down, many people are worried about losing their money and many believe having a good portion of their portfolio in cash is the only option. We will also be discussing sequence of returns risk and how this can greatly impact your retirement if not planned properly.

Michael Kitces Article: https://bit.ly/3zehxv6

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

75 episode

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