Retirement Unlocked

How Much Cash Should You Have in Retirement? (Ep. 91)


Listen Later

Whether you’re three years away from retirement or are in retirement now, many pre-retirees and retirees have the same question in mind: How much cash do I really need?

In this episode, Larry Heller reveals his answer to this question and shares what’s going to have a dramatic effect on your cash during your retirement planning. Plus, he discusses how to stay the course with your money so you can retire right.

Larry discusses: 

  • The importance of knowing your annual expenses
  • Why Cash in a low interest rate environment
  • The “Sleep Factor”
  • And more
  • Resources:

    • “Here’s how much cash financial advisors say retirees really need, according to financial advisors” by Kate Dore CFP®
    • Connect With Larry Heller:

      • Email Larry 
      • (631) 293-2806
      • Heller Wealth Management
      • ...more
        View all episodesView all episodes
        Download on the App Store

        Retirement UnlockedBy Larry Heller

        • 5
        • 5
        • 5
        • 5
        • 5

        5

        6 ratings


        More shows like Retirement Unlocked

        View all
        Money Guy Show by Brian Preston and Bo Hanson

        Money Guy Show

        3,214 Listeners

        The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

        The Stacking Benjamins Show

        1,978 Listeners

        Allworth Financial‘s Money Matters by Allworth Financial

        Allworth Financial‘s Money Matters

        845 Listeners

        Sound Retirement Radio by Jason Parker

        Sound Retirement Radio

        443 Listeners

        Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

        Your Money, Your Wealth

        806 Listeners

        Talking Real Money - Investing Talk by Don McDonald

        Talking Real Money - Investing Talk

        770 Listeners

        Money Tree Investing by Money Tree Investing Podcast

        Money Tree Investing

        679 Listeners

        Retirement Starts Today by Benjamin Brandt CFP®, RICP®

        Retirement Starts Today

        539 Listeners

        The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

        The Retirement and IRA Show

        751 Listeners

        Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

        Big Picture Retirement®

        543 Listeners

        Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

        Stay Wealthy Retirement Podcast

        679 Listeners

        Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

        Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

        27 Listeners

        Ready For Retirement by James Conole, CFP®

        Ready For Retirement

        818 Listeners

        Retirement Planning Education, with Andy Panko by Andy Panko

        Retirement Planning Education, with Andy Panko

        994 Listeners

        Catching Up to FI by Bill Yount & Jackie Cummings Koski

        Catching Up to FI

        356 Listeners