Episode 303
How to Do Financial Planning
Money For the Rest of Us · Money For the Rest of Us
June 24, 202025m 14s
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Show Notes
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.
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Topics
BusinessInvestingEconomicsInvesting PodcastEconomy