The Informed Investor
Dimensional
Retirement
Tax

The Informed Investor: Strategies to Protect Your Assets for a Low-Stress Retirement

In Episode 44 of The Informed Investor podcast: Are you confused about how to meet saving and spending goals at the same time?

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May 8, 2026
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Awaken Investments of Aligned Capital Partners

KEY TAKEAWAYS

  • Safe and liquid income is for the Now bucket.
  • Conservative investments are for the Soon bucket.
  • Growth investments are for the Later bucket.

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