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#050: Can You Have Too Much Cash? and Planning For The Things You Hope Don’t Happen
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When? This feed was archived on March 03, 2022 22:36 (). Last successful fetch was on June 06, 2021 16:28 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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Manage episode 193259137 series 1334916
Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs.
Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death?
For more, go to http://www.bigpictureretirement.net/050
125 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on March 03, 2022 22:36 (). Last successful fetch was on June 06, 2021 16:28 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 193259137 series 1334916
Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs.
Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death?
For more, go to http://www.bigpictureretirement.net/050
125 episodes
All episodes
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