Episode Details

Where should you keep your cash in retirement? The answer is about more than just finding the highest interest rate.

In this video, Sharon Calhoun, Managing Director and Senior Wealth Advisor at Bluespring Wealth, discusses how cash fits into a broader retirement strategy. From high-yield savings accounts and money market accounts to CDs, each option can serve a different purpose depending on your timeline and income needs.

Learn how organizing assets by time horizon can help support spending needs, provide liquidity, and reduce the pressure to sell long-term investments during periods of market volatility.

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Advisory services are provided by Bluespring Wealth Management, LLC, an SEC registered investment adviser. Not all financial professionals are licensed or registered to conduct business in every state. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the purchase or sale of any specific securities, investments or investment strategies.  Insurance services offered through Kestra Insurances services, LLC, Capital Indepenent Insurance Services, LLC & Vector Insurance Services, LLC.

Bluespring Wealth is the national brand for all Bluespring affiliated firms and services. Legal entities operating under the Bluespring Wealth brand include Bluespring Wealth Management, LLC, a registered investment adviser, and businesses using the marketing name Bluespring Wealth, which may include financial professionals registered with Kestra Investment Services, LLC (member FINRA/SIPC) and/or Kestra Advisory Services, LLC, an SEC registered investment adviser. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are affiliated with Bluespring through common ownership under Kestra Holdings. Bluespring Wealth Partners includes independent advisory firms affiliated with Bluespring whose financial professionals may be registered as registered representatives of Kestra Investment Services, LLC, investment adviser representatives of Kestra Advisory Services, LLC, or associated with independent, stand alone registered investment advisers operating under their own DBAs. Registration status and services vary by advisor and firm. Not all services are available through all entities. Be sure to consult with a qualified financial professional and/or tax professional before implementing any investment strategy.

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