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Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times
Manage episode 378047335 series 3485705
Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.
Submit a question on Your Money. Your Mission.
18 episodes
Manage episode 378047335 series 3485705
Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.
Submit a question on Your Money. Your Mission.
18 episodes
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