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MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
Currently unavailable
MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
ratings:
Length:
69 minutes
Released:
Nov 10, 2022
Format:
Podcast episode
Description
IN THIS EPISODE, YOU’LL LEARN:02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method. 09:42 - How to protect your portfolios against periods of rising interest rates and recessions. 37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.37:28 - How to allocate your investments in the most tax optimal way. 41:27 - What a money cycle is and the role it plays in your investment plan. 46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions. 56:42 - How to determine when it's time to sell some of our winners. 67:03 - How to use the Bucket Plan to help you rebalance your portfolio. 01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Clarity 2 Prosperity. Check out: Alison Wealth Management. Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Get personalized, expert advice that helps you see things clearly with ATB.Find an advisor who’s invested in you with iA Financial Services Inc.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Support our free podcast by supporting our sponsors. Connect with Dave: Twitter | LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Released:
Nov 10, 2022
Format:
Podcast episode
Titles in the series (100)
MI259: Strategies for Success in Entrepreneurship w/ Nicholas Hutchison by Millennial Investing - The Investor’s Podcast Network