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How Much Cash Should I Hold in Retirement?
Manage episode 440428195 series 3436785
How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a standard 60/40 portfolio? How much cash should I have on hand?
In this episode, I address this common question and provide a framework you can use to determine how much cash you should have in retirement based on YOUR unique situation.
———————————————————————————
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
86 episode
Manage episode 440428195 series 3436785
How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a standard 60/40 portfolio? How much cash should I have on hand?
In this episode, I address this common question and provide a framework you can use to determine how much cash you should have in retirement based on YOUR unique situation.
———————————————————————————
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
86 episode
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