69 min listen
176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals
176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals
ratings:
Length:
20 minutes
Released:
Apr 7, 2015
Format:
Podcast episode
Description
Today I want to share a very simple concept with you regarding practical asset allocation.
If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you'll more easily be able to select an appropriate investment to fund each goal.
Here's the matrix:
home-run dollars
aggressive dollars
safer dollars
-------------------> short-term -----> mid-term -----> long-term
Enjoy the show!
Joshua
Support the show as a patron: http://radicalpersonalfinance.com/patron
If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you'll more easily be able to select an appropriate investment to fund each goal.
Here's the matrix:
home-run dollars
aggressive dollars
safer dollars
-------------------> short-term -----> mid-term -----> long-term
Enjoy the show!
Joshua
Support the show as a patron: http://radicalpersonalfinance.com/patron
Released:
Apr 7, 2015
Format:
Podcast episode
Titles in the series (100)
Introduction to the Radical Personal Finance Podcast – The [New] First Episode – RPF0011: Today's show is an introduction to the Radical Personal Finance Podcast. We discuss: My background with financial planning and financial planning media. My frustrations with the financial press. My philosophy that very little is right or wrong ... by Radical Personal Finance