Cash Management: It’s Not Just About Emergencies, It’s About Freedom

In PodcastBy Peter Donisanu, ChFC®, AIF®

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Show Notes

Cash is king.

And missing out on an opportunity because your money’s tied up in illiquid savings, or having to sell assets at an inopportune time to cover a large expense can be costly.

That’s why, in today’s episode, I discuss why a cash management strategy is a step beyond an emergency fund.

I’ll also share the approach I’ve taken to crafting a solid cash management strategy so that my cash is working while it waits.

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Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.