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Helpful Basics: How to be intentional

The Meaningful Money Personal Finance Podcast

CHAPTER

Mastering Asset Allocation and Rebalancing

This chapter emphasizes the importance of establishing clear asset allocation targets aligned with individual risk tolerance as part of a long-term investment strategy. It discusses the necessity of a disciplined rebalancing approach and the benefits of consistent investing through methods like pound cost averaging. Additionally, it encourages creating an investment policy statement to guide decision-making and adapt to life changes while keeping costs low and focusing on sustainable returns.

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