Liability Matching

25/06/2025 31 min Episodio 230
Liability Matching

Listen "Liability Matching"

Episode Synopsis

How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose.Send us a textSend your questions for upcoming show to [email protected] @checkyourbalances on Instagram