Description

There are three things that people often want from their investments: growth, safety and liquidity. Is it possible to have all of these qualities in one investment? Listen in as Tad and Toni share their insights on various investment options like cash, stocks, bonds, mutual funds, annuities, and real estate and highlight the pros and cons of each.

In the "Getting to Know You" segment of today’s episode, Toni recalls an embarrassing moment at a baseball game in college. Tad shares his own cringe-worthy childhood memory involving an inappropriate outburst in church. Join us as we share the importance of a balanced approach to financial planning and enjoy some laughs along the way! 

Here’s some of what we discuss in this episode:

• Is there a single investment that can offer maximum growth, safety, and liquidity all at once?
• The pros and cons of various investment options, such as cash, stocks, bonds, mutual funds, annuities, and real estate
• The importance of finding the right mix of investments to balance growth potential, safety from market downside, and liquidity
• Getting-to-know-you: Some embarrassing moments from Tad and Toni’s past

Key Takeaway

"Everybody needs growth potential, everybody needs safety, and everybody needs liquidity...There's no one place that gets you all of those things."

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