How Do You Use Cash and Emergency Funds in Retirement?
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
How Do You Use Cash and Emergency Funds in Retirement?
-
Narrated by:
-
By:
About this listen
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may not be as safe as you think.
You’ll learn how to set up your emergency fund the right way, how to avoid the 10% penalty on retirement accounts, and why too much cash can drag down long-term portfolio growth. We’ll also break down the critical difference between asset allocation and asset location—and how to make your portfolio more tax-efficient.
Whether you’re in your 20s building financial habits or nearing retirement with access to your full portfolio, this episode gives you the tools to protect your wealth with clarity and purpose.
Schedule Your Personalized Financial Planning Session Now!
Visit: http://www.fwppartners.com
Subscribe, like, and ring the bell for more expert insights on investing, risk management, and long-term wealth building.
CONNECT WITH US:
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram