
If you have $100,000 or more sitting in the bank, is that really the best place for it? For diligent savers, especially retirees with a pension and $1 million or more saved, holding extra cash can feel safe. But too much cash could mean missed growth opportunities and unnecessary taxes. In this episode of Joe Knows Retirement, Joe breaks down how much you may actually need in an emergency fund and several ways excess cash could potentially be put to better use. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/keep-more-of-your-retirement-savings-standard-deduction-planning 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

If You Have $3 Million Saved, Pay Attention to This

Why Tax Planning Is The Center Of Retirement Planning

5 Ways to Protect Your Investments in Retirement with a Pension

Retiring With a Pension & $2 Million: A Real Retirement Case Study
Free AI-powered recaps of Joe Knows Retirement and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.