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.
Embed this episode
NOW PLAYING
How Much Cash Should I Hold in Retirement?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.