The Game Plan
In order to build a balanced and diversified portfolio, you have to first understand what you can achieve with your money.
So financial literacy is the focus of today’s episode. Dale Tondryk will explain the three qualities of money, which include liquidity, safety and growth. By understanding what each quality can accomplish for your financial plan, then you have the knowledge to make proper investing decisions.
Along with that, we’ll discuss some of the most popular investments and tell you which qualities they possess.
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:03] – Financial literacy is on the menu today
[2:53] – What are the 3 qualities of money?
[3:37] – Can you achieve all three in one investment?
[5:13] – Cash
[5:57] – Stocks, bonds, and mutual funds
[7:08] – Annuities
[8:34] – Real Estate
[10:05] – Diversifying your portfolio