200: Retirement: How Much Cash Should You Hold?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 26 March 2021
⏱️ 24 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
This week's retirement reading is from Seeking Alpha, titled Retirement: How Much Cash Should You Hold?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/200.
Show Notes: Howardbailey.com/200
Rate & Review the Podcast: RetireWithPurpose.com/review
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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven |
| 0:33.7 | by meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as |
| 0:45.8 | discussing trending topics that could impact your bottom line. These discussions can help you |
| 0:51.5 | make better financial decisions so you can live the lifestyle you've always imagined and deserve. |
| 0:57.9 | Welcome to the show. |
| 1:02.4 | Hey, what's up, y'all? This is Casey and I am joined by my good friend Marshall Johnson for this weekend reading episode. |
| 1:09.1 | Hey, hey. Every single Friday, we send out four articles on trending topics in the retirement planning space. |
| 1:13.9 | We like to highlight one of those for you here on the show. |
| 1:16.5 | We're going to be highlighting an article on cash. |
| 1:19.6 | It comes to us from Seeking Alpha, and it is titled, Retirement, How Much Cash Should You Hold? |
| 1:26.9 | Great, great question. Something that a lot of families ask us |
| 1:29.4 | when they come in and sit down. They're building the retirement plan. How much cash should I have? |
| 1:33.3 | What's a target emergency fund supposed to look like? And you get your typical answers. |
| 1:38.1 | You know, if you go through Financial Peace University, through Dave Ramsey, you know that that's |
| 1:42.3 | three to six months of your expenses |
| 1:44.5 | should make up your liquidity or your cash. So if you're spending $5,000 a month, then you |
| 1:49.9 | should have $15,000 to $30,000 in a savings account, right? Maybe a money market account. |
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