
Show Us Your Portfolio: Cullen Roche
Excess Returns
Saving and Investing for Children: Balancing Support and Independence
In this chapter, the hosts discuss their approach to saving and investing for their children, emphasizing the importance of education and finding a balance between providing resources and avoiding spoiling them. They also acknowledge the challenges of planning for an uncertain future.
In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen's unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.
We hope you enjoy the discussion.
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