The Game Plan
Retirement planning comes down to many different factors, especially when you build a comprehensive plan with a financial professional.
Ultimately though, you can look at investing through the lens of three qualities of money: growth, safety, and liquidity. On this episode of the Retirement Playbook Podcast, Dale Tondryk will define each quality of money, discuss strategies involving each, and explain what role they plan in your plan.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:37] – What are the 3 qualities of money?
[4:13] – Is there an investment that can get all three?
[7:22] – What defines liquidity?
[7:52] – Examples of growth and liquidity without safety.
[8:31] – Growth and safety without liquidity.
[9:56] – Which of these do clients typically emphasize?
“When we’re doing plans for people, what we like to do is to be able to get all of our guaranteed income sources to pay all of our bills. That’s really the ideal situation.“
– Dale Tondryk
Ep 35: Retirement Planning for Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.
Ep 34: Gamestop Stock Mania
Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.
Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market
Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.