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Whether you’re three years away from retirement or are in retirement now, many pre-retirees and retirees have the same question in mind: How much cash do I really need?
In this episode, Larry Heller reveals his answer to this question and shares what’s going to have a dramatic effect on your cash during your retirement planning. Plus, he discusses how to stay the course with your money so you can retire right.
- The importance of knowing your annual expenses
- Why Cash in a low interest rate environment
- The “Sleep Factor”
- And more
- “Here’s how much cash financial advisors say retirees really need, according to financial advisors” by Kate Dore CFP®
Connect With Larry Heller:
- Email Larry
- (631) 293-2806
- Heller Wealth Management