Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121) episode artwork

EPISODE · Jul 10, 2024 · 21 MIN

Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

from Wealth Is In The Details Podcast · host Peter Raskin

Could keeping your money in cash actually be risky? In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He tackles the misconception that cash is the safest investment, breaking down the concepts of liquidity, inflation risk, and how different types of investments align with your financial goals. Listen in and uncover the importance of aligning your investment choices with both your long-term and short-term objectives, and why simply stashing your cash might not always be the best strategy. Peter discusses: Exploring the true meaning of cash and cash equivalents Unpacking the multifaceted nature of risk, especially when it comes to cash investments The impact of inflation over time on the purchasing power of your cash holdings Investment attributes and how to match them with your financial goals And more!   Connect with Peter:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group Twitter: Raskin Planning Group LinkedIn: Raskin Planning Group   Schedule Time with Peter Book a Call with Peter   Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Peter Raskin is a registered representative of Osaic FA, Inc./Osaic FA. Securities offered through Osaic FA, Inc./Osaic FA, a broker/dealer. Member SIPC. Investment advisory services offered through Osaic FA, Inc./Osaic FA, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Osaic FA, Inc./Osaic FA. Osaic FA, Inc./Osaic FA and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

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This episode was published on July 10, 2024.

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Could keeping your money in cash actually be risky? In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He tackles the...

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