How to Do Financial Planning

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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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