• Accessible Finance Episode 52: Linda, 60, Planning Her Retirement With A Large Cash Reserve Currently

  • Sep 16 2024
  • Length: 28 mins
  • Podcast

Accessible Finance Episode 52: Linda, 60, Planning Her Retirement With A Large Cash Reserve Currently

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  • Summary

  • How should I allocate my large cash reserve? Should I invest more aggressively or keep it as a safey net?

    What is the best way to balance between cash & investments as retirement approaches (Safety vs growth)?

    Should I consider using the cash to purchase a lifetime annuity for guaranteed income in retirement?

    As always, we start a cash flow analysis, and then look to clarify goals, assess risk tolerance, and then engage in some investment education, ensuring that emergency funds and liquid savings needs are met prior to investment strategies and the viability of a Single Premium Immediate Annuity (SPIA) based on her risk profile. If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

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