#9 — Dan Bortolotti: Index Investing, ETFs and Financial Planning
The Wealthy Barber Podcast
Navigating Investment Strategies and Emotional Resilience
This chapter explores the evolving reading habits of investment professionals and their shift towards a diverse range of literature while emphasizing the importance of client relationships. It highlights strategic approaches for younger investors, discussing the balance of asset allocation, risk tolerance, and coping with market volatility. Personal anecdotes underscore the emotional challenges faced during downturns and the value of having a structured investment plan to guide decisions through financial crises.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
