• How Much Cash Should I Hold in Retirement?

  • Sep 17 2024
  • Length: 17 mins
  • Podcast

How Much Cash Should I Hold in Retirement?

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  • Summary

  • 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.

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    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.
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