A Deep Dive into Liquid, Semi-liquid, and Illiquid Assets with Ryan Bohn (Ep. 7)

As you reflect on your own financial planning, do you have a clear strategy for managing liquidity in your assets? Have you considered the balance between illiquid, semi-liquid, and fully liquid investments to ensure you are prepared for various financial scenarios?

Join Daniel Paikin and Robert Schlesinger as they speak with Ryan Bohn, a senior associate with Tempus Financial Group, on the role of liquidity in setting up a successful financial plan.  They explore the significance of balancing different types of assets to ensure optimal financial planning and preparedness for emergencies and opportunities that may arise. 

Daniel, Robert and Ryan discuss: 

• What does financial liquidity mean
• Why is liquidity crucial for a successful financial plan
•  What are the benefits and risks associated with margin accounts in terms of leveraging investments
• How can the balance between different asset types help in managing financial opportunities
• And more

Resources:

Connect with Tempus Financial Group:

• Tempus Financial Group
• LinkedIn: Daniel Paikin, RICP®
• LinkedIn: Robert Schlesinger
• LinkedIn: Tempus Financial Group
• [e-mail]
• 516-672-0784

Connect with Ryan Bohn: 

• LinkedIn: Ryan Bohn

About our Guest: 

Ryan has over 20 years’ of experience in the Financial Services industry. After nearly a decade as a corporate bond broker in NYC, Ryan joined Tempus to help families—like his own—better understand their overall financial situation. Ryan is passionate about helping his clients accomplish their personal and financial goals by implementing unique strategies that instill confidence and clarity which eliminates risk and allows them to maximize their wealth through organization, savings, protection and growth strategies.