Ep 94: Managing the Cash in Your Portfolio

It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again. <p> </p> <p><strong>What we discuss today: </strong></p> <p><strong>1:48</strong> – Good reasons to have cash on hand</p> <p><strong>4:14</strong> – How much cash should I have?</p> <p><strong>7:54</strong> – Why it’s counterproductive to have more cash on hand</p> <p><strong>9:29</strong> – Client example</p> <p><strong>10:28</strong> – Ways you can invest money</p> <p><strong>12:20</strong> – Layering risk over time</p> <p><strong>13:22</strong> – Final thoughts</p> <p> </p> <p><strong>Get Additional Information:</strong> https://www.truefinancialpartners.com/media/podcast/</p>