Think Twice Before Cashing Out

Don Sowa's MoneyTalk

During periods of global unrest, it is not uncommon to find investors decreasing their risk exposure, but when it comes to your retirement accounts there is an important distinction between moving into cash, and cashing out your portfolio. Steve and Nathan explain the importance of avoiding tax consequential decisions in response to current events. Also, our MoneyTalk Moment in Financial History gets into the history of war time financial markets. Hosts: Steven Beauvais & Nathan Beauvais CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 11/13/2024 (Original Air Date: 11/8/2023). Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.