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 46: It’s Just a Joke
Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.
Ep 45: The Different Types of Financial Personalities
We work with all types of people and personalities, and the way you view money affects the way need to plan. Let’s look through the different types of financial personalities and describe the characteristics you’ll find with each.
Ep 44: SECURE Act 2.0 – What to Know
The possibility is out there that new amendments could be made to the SECURE Act, which was originally passed in late 2019 and took effect at the beginning of 2020. What changes might be coming and what do you need to be aware of?