EPISODE · Aug 23, 2021 · 14 MIN
Ep # 46: Is Holding Too Much Cash A Missed Opportunity?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
Interest rates are next to zero so does that change the old adage that cash is king? Is there a certain amount of cash someone should always have sitting in the bank? To find out the answers, check out this podcast![2:17] What does "is cash still king" mean?[3:33] The role and amount needed for your cash reserve[7:01] How would we define holding too much cash[8:19] Our three bucket theory[12:42] Role of cash to help with your short-term goals Spoiler alert - cash is still king, just don't hold too much!Tracking # 1-05182068Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Interest rates are next to zero so does that change the old adage that cash is king? Is there a certain amount of cash someone should always have sitting in the bank? To find out the answers, check out this podcast! [2:17] What does "is cash still king" mean? [3:33] The role and amount needed for your cash reserve [7:01] How would we define holding too much cash [8:19] Our three bucket theory [12:42] Role of cash to help with your short-term goals Spoiler alert - cash is still king, j...
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Ep # 46: Is Holding Too Much Cash A Missed Opportunity?
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