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How Much Cash Is Too Much?

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Content provided by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson 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://ro.player.fm/legal.

"Can we have too much in cash? My wife and I were saving for a new home, but decided to stay in our starter home instead. We have a large amount in cash now but we like the added security and flexibility to use it how we want (home renos, vacations, etc.). If we're saving and investing 25% for retirement, is there anything wrong with keeping it in cash?"

We'll walk you through that question and more in today's Q&A episode!

Jump start your journey with our FREE financial resources

Reach your goals faster with our products

Take the relationship to the next level: become a client

Subscribe on YouTube for early access and go beyond the podcast

Connect with us on social media for more content

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

  continue reading

1029 episoade

Artwork

How Much Cash Is Too Much?

Money Guy Show

2,395 subscribers

published

iconDistribuie
 
Manage episode 438132029 series 1945017
Content provided by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson 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://ro.player.fm/legal.

"Can we have too much in cash? My wife and I were saving for a new home, but decided to stay in our starter home instead. We have a large amount in cash now but we like the added security and flexibility to use it how we want (home renos, vacations, etc.). If we're saving and investing 25% for retirement, is there anything wrong with keeping it in cash?"

We'll walk you through that question and more in today's Q&A episode!

Jump start your journey with our FREE financial resources

Reach your goals faster with our products

Take the relationship to the next level: become a client

Subscribe on YouTube for early access and go beyond the podcast

Connect with us on social media for more content

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

  continue reading

1029 episoade

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