How to Do Financial Planning


Manage episode 265269217 series 2137790
著作 Money For the Rest of Us and J. David Stein の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

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 and California Privacy Notice at

368 つのエピソード