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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Dec 22, 2023

Picking from a lunch menu will often give you the option to choose two items from a group. You might pick soup and a sandwich or a salad and a sandwich, but you just can’t select everything off the menu. That’s very similar to the investment world when you’re choosing between safety, growth, and liquidity. Designing an investment plan requires you to pick the two that you want to achieve so let’s talk about which investments help you achieve each of these.

 

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

  • Examples of investments that gets you safety and growth and why you might use them.
  • The stock market is going to give you growth and liquidity at the expense of safety.
  • How can you achieve safety and liquidity?

 

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