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?