Money For The Rest Of Us
How to Do Financial Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:25:14
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Sinopse
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.For show notes and more information on this episode click here.