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?
