Ep 22: Understanding the 3 Qualities of Money

Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.
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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

More To Explore

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

May 18, 2023

Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

Ep 86: Don’t Get Lost In Retirement

Getting lost while driving in the car or hiking in the woods is kind of like getting lost in retirement planning. It can be tough to find your way without the right guidance and tools. But fear not! In today’s episode, we’re going to explore the most common mistakes people make in retirement planning and share some insightful advice to help you stay on track.

April 20, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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