Download - #050: Can You Have Too Much Cash? and Planning For The Things You Hope Don’t Happen

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Big Picture Retirement

Business:Investing

#050: Can You Have Too Much Cash? and Planning For The Things You Hope Don’t Happen

2017-12-11

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Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs.

Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death?

For more, go to http://www.bigpictureretirement.net/050