How Much of Your Net Worth Should Be in Cash? - 264

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 10 March 2020

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

How much of your money should you keep in cash? Should you buy VBK, the Vanguard Small-Cap Growth ETF? Plus, asset allocation and asset location, the pros and cons of the Roth 401(k), Medicare, spousal and survivor Social Security benefits, tax-saving charitable giving, small business strategies, who qualifies to be called Joe Anderson’s “peer,” and whether you’d rather hang out with a James or a Jimbo. Send in money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-264

Transcript

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0:00.0	Today on your money, your wealth, how much of your money should you keep in cash?
0:05.0	Should you buy VBK, the Vanguard Small Cap Growth ETF?
0:08.7	In this grab bag of an episode, we're talking about asset allocation and asset locations,
0:14.0	the pros and cons of the Roth 401K, Medicare, spousal and survivor social security benefits,
0:20.1	tax-saving charitable giving, small
0:22.1	business strategies, and who qualifies to be called Joe Anderson's peer, and whether you'd
0:27.1	rather hang out with a James or a Jimbo. Ask your money questions and get all of today's free
0:32.0	financial resources and the full episode transcript in the podcast show notes. Get there on your
0:37.1	phone by clicking the link in the description of today's episode in the podcast show notes. Get there on your phone by clicking the link
0:38.4	in the description of today's episode in your podcast app.
0:41.0	On a desktop computer, visit Your Money, Your Wealth.com
0:44.1	and click listen to podcasts.
0:46.1	I'm producer Andy Last,
0:47.3	and here are the hosts of Your Money, Your Wealth,
0:49.8	Joe Anderson, CFP, and Big Al Clopine CPA.
1:00.0	Maggie from Iowa, she writes in, Dear Andy, she's top billing.
1:01.0	Yeah, she is.
1:01.8	Guys better watch out.
1:04.8	Al and Joe, I'm the last billing.
1:06.0	Thank you, Maggie.
1:07.4	I think I'm going to skip this question.
1:07.8	All right. We got Michael from Ohio writes in. He's the one that called
	...

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