How Much Cash Should I Hold in Retirement? episode artwork

EPISODE · Sep 17, 2024 · 17 MIN

How Much Cash Should I Hold in Retirement?

from Retirement Answers · host Jacob Duke, CFP®

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-startedEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob 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.

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How Much Cash Should I Hold in Retirement?

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