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Episode 209: What Should I Do With Excess Cash?
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Join Melissa Joy as she discusses the nitty-gritty of handling extra cash and creating emergency funds. Melissa shares practical tips and personalized advice to help you navigate your financial journey - from stressing the importance of yearly check-ins to offering tailored recommendations to specific situations. Don’t miss out on this enriching episode that offers practical wisdom for effectively managing and investing cash reserves.
Listen and Learn:
- Understand strategies to maintain and adjust your emergency reserve range
- Discover a collaborative approach to financial planning so you and your partner are equipped to face the future with financial strength and resilience
- How to seek professional assistance for ongoing evaluation and personalization in investment management
Resources:
- Check out our recent webinar Under The Radar: Overlooked Tips & Tricks For Your Investment Portfolio
- Read: How Much Should I Have in Savings?
- Discover: The Best Savings Accounts for 2024
- Listen: Women’s Money Wisdom Episode ‘Paying Down Debt’
- Listen: Women’s Money Wisdom Episode ‘All About Emergency Reserves’
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Chapters
1. Episode 209: What Should I Do With Excess Cash? (00:00:00)
2. Managing Emergency Reserves and Investments (00:00:05)
3. Understanding Taxable Investment Accounts (00:10:22)
229 episodes
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