Episode Notes:
“Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul Rhea
The finer details of this episode:
- Risk vs. Reward: Diversifying funds for optimal returns
- Exploring strategies for diversifying excess cash
- Bank protection strategies for business owners
- Bank security and diversification strategies
Episode resources:
The Modern CPA Success Show