← Back
technique
Asset Liability Matching
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Sep 29, 2026
A portfolio construction technique that matches fixed income instruments (bonds, CDs, bullet shares) to specific anticipated cash flow needs in each year of retirement, typically covering 5-8 years.
Recently discussed in
Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To ...
Dana Anspach · Sep 29, 2026
What creators say
DA
Dana Anspach
uses
Used for: Aligning portfolio construction to retirement cash flow plan by laddering fixed income to cover spending needs for first 5-8 years of retirement
Praised: Eliminates disconnect between risk tolerance questionnaires and actual portfo...
vs: Contrasted with traditional approach of using a risk tolerance questionnaire ...
"We use a specific investment process called asset liability matching where we're buying bonds or CDs or bullet shares — which are a package of bonds that all mature in the same year — and we're matching those fixed income instruments to the specif..."
More from Dana Anspach →Keep exploring
About this data
- ✓45,000+ mentions extracted from real podcast transcripts
- ✓Every quote links to the source episode
- ✓Sponsored mentions are always labeled
- ✓Critical takes are shown, never filtered out
Get an email when a new creator recommends it