Episode 109: SLY - Safety, Liquidity, and Yield

Does your portfolio contain these three qualities? How can you create a balanced portfolio Today we’ll talk about some foundational principles that David’s business and financial security are built on.

 

Show notes and additional financial resources: https://coveryourassetskc.com/episode-109-sly-safety-liquidity-and-yield/ 

 

What we discuss on this episode: 

0:41 - What are the three qualities of money?

2:16 - What qualities do you want in a portfolio?

3:26 - Why can’t I have all three qualities at once?

6:27 - What’s a balanced portfolio look like?

9:22 - What types of annuities could be considered?

11:17 - What qualities does real estate have?

14:34 - How does David help clients find the right balance?