Episode 209: What Should I Do With Excess Cash?

Women's Money Wisdom

Join Melissa Joy as she discusses the nitty-gritty of handling extra cash and creating emergency funds. Melissa shares practical tips and personalized advice to help you navigate your financial journey - from stressing the importance of yearly check-ins to offering tailored recommendations to specific situations. Don’t miss out on this enriching episode that offers practical wisdom for effectively managing and investing cash reserves.

Listen and Learn:

1. Understand strategies to maintain and adjust your emergency reserve range
2. Discover a collaborative approach to financial planning so you and your partner are equipped to face the future with financial strength and resilience
3. How to seek professional assistance for ongoing evaluation and personalization in investment management

Resources:

1. Check out our recent webinar Under The Radar: Overlooked Tips & Tricks For Your Investment Portfolio
2. Read: How Much Should I Have in Savings?
3. Discover: The Best Savings Accounts for 2024
4. Listen: Women’s Money Wisdom Episode ‘Paying Down Debt’
5. Listen: Women’s Money Wisdom Episode ‘All About Emergency Reserves’

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially i

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

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1. Episode 209: What Should I Do With Excess Cash? (00:00:00)

2. Managing Emergency Reserves and Investments (00:00:05)

3. Understanding Taxable Investment Accounts (00:10:22)