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Ep 27: Should I Have 3 Years Cash?

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Manage episode 335722374 series 2841245
Content provided by Nick Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We invite a special guest on the show Tori Ten Hagen. Tori currently serves as a Resident Financial Planner on the Brindle and Bay team and is working towards getting her CFP. On this show, we will be discussing if it's a good idea to have 3 years worth of cash when you are in retirement. Since the market is down, many people are worried about losing their money and many believe having a good portion of their portfolio in cash is the only option. We will also be discussing sequence of returns risk and how this can greatly impact your retirement if not planned properly.

Michael Kitces Article: https://bit.ly/3zehxv6

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 335722374 series 2841245
Content provided by Nick Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We invite a special guest on the show Tori Ten Hagen. Tori currently serves as a Resident Financial Planner on the Brindle and Bay team and is working towards getting her CFP. On this show, we will be discussing if it's a good idea to have 3 years worth of cash when you are in retirement. Since the market is down, many people are worried about losing their money and many believe having a good portion of their portfolio in cash is the only option. We will also be discussing sequence of returns risk and how this can greatly impact your retirement if not planned properly.

Michael Kitces Article: https://bit.ly/3zehxv6

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

Website - https://www.brindleandbay.com/

214-988-9178

  continue reading

71 episodes

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