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How to Do Financial Planning
Manage episode 265269217 series 2137790
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
493 つのエピソード
Manage episode 265269217 series 2137790
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
493 つのエピソード
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