MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
发布时间 2022-11-10 10:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method.
09:42 - How to protect your portfolios against periods of rising interest rates and recessions.
37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.
37:28 - How to allocate your investments in the most tax optimal way.
41:27 - What a money cycle is and the role it plays in your investment plan.
46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions.
56:42 - How to determine when it's time to sell some of our winners.
01:07:03 - How to use the Bucket Plan to help you rebalance your portfolio.
01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Check out: Alison Wealth Management.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.
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