EPISODE · Nov 14, 2025 · 34 MIN
Ep 46 - What do the wealthy do with their cash in retirement
from Playbook of the Wealthy · host Playbook of the Wealthy
Dave and Heather discuss the critical role of cash in retirement planning, emphasizing the balance between cash reserves and investments. They explore how much cash is necessary for different life stages, the importance of emergency funds, and strategies for managing cash effectively. The conversation also touches on the implications of inflation on cash holdings and the necessity of investing to maintain wealth. Listener questions provide further insights into practical cash management strategies.
What this episode covers
Dave and Heather discuss the critical role of cash in retirement planning, emphasizing the balance between cash reserves and investments. They explore how much cash is necessary for different life stages, the importance of emergency funds, and strategies for managing cash effectively. The conversation also touches on the implications of inflation on cash holdings and the necessity of investing to maintain wealth. Listener questions provide further insights into practical cash management strategies.
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Ep 46 - What do the wealthy do with their cash in retirement
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