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Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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How Much Cash Should I Hold in Retirement?

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Manage episode 440428195 series 3436785
Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a standard 60/40 portfolio? How much cash should I have on hand?

In this episode, I address this common question and provide a framework you can use to determine how much cash you should have in retirement based on YOUR unique situation.

———————————————————————————

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

84 episoder

Artwork
iconDel
 
Manage episode 440428195 series 3436785
Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a standard 60/40 portfolio? How much cash should I have on hand?

In this episode, I address this common question and provide a framework you can use to determine how much cash you should have in retirement based on YOUR unique situation.

———————————————————————————

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

84 episoder

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