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Episode 111: Discretionary Liquidity

May 17, 2021

Nate discusses the concept of liquidity and introduces a new term, and outlines how you could actually do more with less with proper planning.

Here are just a handful of the things that we'll discuss:

  • What is discretionary liquidity
  • CD’s
  • Fixed Annuities
  • MYGA
  • More money more risk?
  • Asset allocation
  • Market investing and retirement income
  • Indexed Annuities

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