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Liability Matching

Liability Matching

Update: 2025-06-25
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Description

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.

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Liability Matching

Liability Matching

Ross Anderson, CFP® and Daniel Messeca, CFP®