Jake and Nick tackle a surprisingly common question, whether retirees are holding too much cash and what "safe" really means once your paycheck stops. They walk through how cash fits into a healthy retirement plan, where it can help, and where it can quietly hold you back. Ever wondered how much cash is "too much?" Tune in to hear some clear guidelines to help you decide.

Here's what we discuss in this episode:

💵 Cash in Retirement: why people lean toward cash—and the real question behind it

⚖️ Balancing Cash & Investments: finding the mix that supports flexibility and growth

🔥 Inflation Risk: the hidden cost of holding too much for too long

📆 RMD Rules: what to know as you approach your early 70s

🔄 Roth vs. Traditional: choosing the right tax treatment for your future

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