
Sharon Calhoun discusses the importance of cash management in retirement and how to choose the right accounts based on individual needs.
Where should you keep your cash in retirement? The answer is about more than just finding the highest interest rate. In this video, Sharon Calhoun, Managing Director and Senior Wealth Advisor at Bluespring Wealth, discusses how cash fits into a broader retirement strategy. From high-yield savings accounts and money market accounts to CDs, each option can serve a different purpose depending on your timeline and income needs. Learn how organizing assets by time horizon can help support spending needs, provide liquidity, and reduce the pressure to sell long-term investments during periods of market volatility. - bluespringwealthmidwest.com/contact - Advisory services are provided by Bluespring Wealth Management, LLC, an SEC registered investment adviser. Not all financial professionals are licensed or registered to conduct business in every state. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the purchase or sale of any specific securities, investments or investment strategies. Insurance services offered through Kestra Insurances services, LLC, Capital Indepenent Insurance Services, LLC & Vector Insurance…
Explore listener stats, chart rankings, contacts and more on the Well Balanced podcast page.