Cash Management in Retirement | Bank Account Setup for Retirees

What bank accounts should you use in retirement? That's a question I received from a viewer recently. So in this video I cover the types of accounts you'll need, two bank account setup strategies, and tools to manage all of it.

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Video Resources

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Personal Capital: https://robberger.com/go/personal-capital/yt-cash-management

Fidelity Full View: https://www.fidelity.com/cash-management/full-view/overview

Tiller: https://robberger.com/go/tiller/yt-cash-management

Best Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=cash-management

Fidelity Cash Management: https://www.fidelity.com/cash-management/fidelity-cash-management-account/overview

Vanguard Money Market: https://investor.vanguard.com/investment-products/mutual-funds/profile/vmfxx

Fidelity Money Market: https://fundresearch.fidelity.com/mutual-funds/performance-and-risk/31617H201

Schwab Cash Management: https://www.schwab.com/cash-investments

Merrill Edge Cash Management: https://www.ml.com/solutions/cma-account.html

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Investing Tools

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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B

Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-

New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-

Stock Rover: https://robberger.com/go/stock-rover/yt-

M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-

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Credit Cards & Banks

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My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate

My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate

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Popular Videos

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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM

2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg

3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#retirement #cashmanagement #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.