Financial Decoder cover image

What Should Be on Your Wealth Management Watch List This Year?

Financial Decoder

00:00

Cash Management Is Just as Important as Investment Management

Inter-L: Cash should be managed just like any other investment. We recommend that individual investors and their families determine first how much money they're going to need in the next three to six months. Then second, determine how much money you might need from savings beyond a paycheck than X roughly two to four years. Not everyone needs this but if you do, track your spending first and then put that money into some cash for investment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app