The Retirement Playbook with Dale Tondryk

Ep 22: Understanding the 3 Qualities of Money

August 6, 2020

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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On today's 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?