How to Manage Cash Reserves in Retirement

Managing your cash reserves in retirement can get complicated quickly between living expenses, multiple income streams, taxes owed, etc.

James explains how you should manage your cash reserves based on your financial plan and answers a listener’s question.

Questions Answered:
How do you incorporate cash needs and short-term assets into your bigger-picture portfolio?
How does that change from working years into retirement years?

Learn the tips & strategies to get the most out of life with your money.

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⏱Timestamps:⏱
0:00 Intro
0:44 Listener question
4:09 Three “buckets”
5:30 Other tax accounts
6:57 Emergency fund
10:39 Free access to your accounts
12:45 Savings accounts
14:37 Reframing your view
16:14 Cash vs portfolio
18:05 Outro


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