Buffer vs. Burden: Reassessing Your Cash Position

About this episode

The episode discusses the importance of finding the right balance in cash position and portfolio management.

Too little cash can create challenges, but holding too much brings a different set of risks. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll break down how to find the right balance and build a portfolio with the appropriate mix of assets, including the role cash should play. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

People in this episode

Host: Hoffman Financial Group

Guests: Eric Johnson, Kyle Allyn

Topics covered

• cash position
• portfolio management
• asset mix
• financial balance
• investment strategy

Keywords

• cash management
• portfolio X-Ray
• investment balance
• financial risks
• asset allocation

Mentioned in this episode

Organizations: Hoffman Financial Group

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