Peter: The one thing you will learn, and i've looked at now thousands of these performes, it's thait. It's al made up. They are all projections of what will happen in year, sena month, six, year one, year two, year three. And so the performer is a best guess to figure out, hey, what is this thing going to look like? Peter: How does it actually tweak the numbers, and how does that affect what you have inter expectations? You mind if i just share a coupe f these things? Let's go over.
In this episode Dr. Dahle reviews the basics of how to set up your portfolio. This can feel like a big and overwhelming job at the front end, but if you follow some basic steps you will see there really isn't all that much to it. The great part of setting up your portfolio is that once you do it, you can stick with it forever with very few changes. We will also answer a handful of your questions about portfolio allocation, HSAs vs. FSAs, ESOPs and which retirement accounts to fund first. See full show notes here: https://www.whitecoatinvestor.com/setting-up-your-portfolio-101-274
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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