Is Your Cash Really Working for You?
Автор: Clear Money Talk
Загружено: 2025-11-10
Просмотров: 167
Описание:
Inflation is quietly eroding the value of trillions sitting in savings accounts, money markets, and CDs. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, unpack what it really means to make your cash “work.”
They break down:
💡 The hidden cost of holding too much cash
💡 The “three levers” of safety, liquidity, and rate of return and why you can’t max them all
💡 How to find your personal comfort level for cash reserves
💡 The difference between your guilty bucket and guilt-free bucket of money
Whether you’re saving for short-term goals or building long-term wealth, this episode will help you understand how to balance security, access, and growth potential - so your dollars are truly working for you.
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