In this episode, we walk through how to think about short term financial goals and where your cash should live while you are working toward them. We discuss common goals like buying a home, purchasing a car, funding college, or starting a business, and why chasing returns with short term money can derail those plans.
If you have cash set aside for a goal in the next 1-3 years and aren't sure where it should sit, this episode will help you think through the right tradeoffs and avoid some very common mistakes.
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.