398 Investment Portfolio Construction with Dr. Craig Israelsen
Sound Retirement Radio · Jason Parker, Dr. Craig Israelsen
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make.
Learn more at: https://www.7twelveportfolio.com/index.shtml
Articles, Links & Resources Visit: https://soundretirementplanning.com/
We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT:
Buy Jason's New Book: Retirement Calculator: How Much Money Do I Need To Retire?