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 29: Take This Retirement Preparedness Quiz
Want to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.
Ep 28: Best Places to Retire
Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.
Ep 27: Retirement Concerns for Baby Boomers
With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.