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Ep 27: Should I Have 3 Years Cash?
Manage episode 335722374 series 2841245
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
75 tập
Manage episode 335722374 series 2841245
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
75 tập
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