The Retirement Playbook with Dale Tondryk

Ep 9: Social Distancing Your Finances

April 9, 2020

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.


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Today's rundown: 

0:30 – Let’s have some fun with social distancing.

0:53 – Keep your emergency fund and the stock market separated.

1:57 – Distance life insurance and our investments.

2:44 – Distance high turnover investments strategies and after-tax brokerage accounts.

4:40 – Distance our emotions and our investments decisions.