#050: Can You Have Too Much Cash? and Planning For The Things You Hope Don’t Happen
Big Picture Retirement
English - December 11, 2017 08:00 - 24 minutes - 11.5 MB - ★★★★★ - 366 ratingsInvesting Business News Business News cfp retirement investing planner socialsecurity ssi taxes Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: #049: How Millionaires Handle their Money, with Joe Saul-Sehy
Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs.
Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death?
For more, go to http://www.bigpictureretirement.net/050