The Liquidity Event | Money and Finance with Shane and Ally Jane

Cash Stash: How much should you keep liquid?


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In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics:
  1. How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand.
  2. Wealthfront’s Cash Management—What’s the Catch? We evaluate the pros and cons of Wealthfront’s cash management options. What's the overall assessment of this strategy? Is there a catch?
  3. Family Business Stakes—A Risk Worth Taking? You’ve been offered a stake in your family’s soon-to-open food and beverage business. With the business partner backing out, we talk through key questions to ask and whether this investment is the right move for you.
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The Liquidity Event | Money and Finance with Shane and Ally JaneBy Brooklyn Fi