25 min listen
How to Do Financial Planning
ratings:
Length:
25 minutes
Released:
Jun 24, 2020
Format:
Podcast episode
Description
Why individuals should use a more agile approach to investing and financial planning.Topics covered include:How to incorporate low probability catastrophic events in your financial plans.How traditional financial planning differs from agile financial planning.Why we need to test-drive our financial plans.How too much efficiency can lead to a lack of resilience.How David's portfolio is allocated using a role-based flexible bucket approach.Thanks to Policygenius and The Great Courses Plus for sponsoring the episode.
Released:
Jun 24, 2020
Format:
Podcast episode
Titles in the series (100)
Why You Should Care About the Economy by Money For the Rest of Us