176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
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Show Notes
Today I want to share a very simple concept with you regarding practical asset allocation.
If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you'll more easily be able to select an appropriate investment to fund each goal.
Here's the matrix:
home-run dollars
aggressive dollars
safer dollars
-------------------> short-term -----> mid-term -----> long-term
Enjoy the show!
Joshua
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