Your Money. Your Mission.

Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times

September 21, 2023 Johnson Financial Group Episode 8
Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times
Your Money. Your Mission.
More Info
Your Money. Your Mission.
Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times
Sep 21, 2023 Episode 8
Johnson Financial Group

Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.

Submit a question on Your Money. Your Mission.

Show Notes

Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitioning to safer investment options for retirement, and preparing for emergencies while seeking conservative yet lucrative options. They emphasize the importance of aligning cash strategies with financial goals and highlight the value of a comprehensive financial plan in optimizing returns. Tune in to learn practical advice for individuals and businesses seeking to make the most of their cash assets in uncertain times.

Submit a question on Your Money. Your Mission.