When is enough, enough? Many investors have recently found solace in growing their cash reserves, whether in their checking accounts, savings accounts, or certificates of deposit (CDs). With attractive yields and recent market turbulence still fresh in mind, it’s easy to assume that loading up on cash is a safe strategy.
But there’s a hidden cost to keeping more money than you need. Not only does excessive cash limit your growth potential, but it can erode your long-term wealth, all because of a mix of emotional biases, historical events, and overlooked risks.
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At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience.
Over time, our program grew from simply filling resource gaps to a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself.
What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm’s core wealth management processes. This hands-on approach creates a feedback loop where interns don’t just complete busywork; they contribute valuable perspectives and even shape workflows that staff rely upon to this day.
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📰 See the full show notes here
🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.