#050: Can You Have Too Much Cash? and Planning For The Things You Hope Don't Happen

from Big Picture Retirement® · host Devin Carroll, John Ross

Stacey's financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs. Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death? For more, go to http://www.bigpictureretirement.net/050

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This episode is 24 minutes long.

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This episode was published on December 11, 2017.

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