All money has one (or two) of these three qualities: safety, liquidity, and growth. Eric shares which types of accounts carry these qualities for your money and why you should have a mix of each quality. What are the benefits and risks associated with each one?
Here’s what you’ll learn on today’s show:
- What three things your money can do. (0:50)
- What options you have with your money. (1:46)
- If you have growth and liquidity, what does that look like? (3:15)
- With growth and safety, what’s the downside? (5:07)
- Do people overemphasize one quality over another? (7:48)
Get in touch with the Peterson Financial team: https://petersonfg.com/
Version: 20241125
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