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Comparing our FIRE Portfolios + Asset Allocations (Part 2)

Comparing our FIRE Portfolios + Asset Allocations (Part 2)

FromTwo Sides of FI


Comparing our FIRE Portfolios + Asset Allocations (Part 2)

FromTwo Sides of FI

ratings:
Length:
42 minutes
Released:
Dec 19, 2021
Format:
Podcast episode

Description

Choosing how to divide your assets among stocks, bonds, and other investment vehicles is a good first step, but asset allocation also impacts your tax rate, portfolio performance, and long-term ease of maintaining it all. In part two, Eric and Jason dig further into their own portfolios from their respective sides of FI and discuss the role of bonds, risk, tools you can use to assess your portfolio and model performance, rebalancing, and an interesting - not often discussed - case for financial advisors.
**Watch Part 1 here: https://youtu.be/OJG8_qct4hc
**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.
Released:
Dec 19, 2021
Format:
Podcast episode

Titles in the series (80)

Two lifelong friends document and share their personal journey as they seek to become financially independent and retire early (FIRE). One achieves his FIRE goal in 2020 during a global pandemic, inspiring the other to play catch-up. Whether you are new to the FIRE movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.