Bogleheads On Investing Podcast cover image

Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.

Bogleheads On Investing Podcast

CHAPTER

Navigating Risk Tolerance and Investment Strategies

This chapter explores the complexities of assessing a client's risk tolerance, especially for new investors setting up a Roth account. It emphasizes the importance of personal conversations over questionnaires and includes role-playing scenarios to guide clients in asset allocation decisions. Additionally, the chapter discusses the impact of taxes on investment strategies, the role of real estate in portfolios, and offers practical financial advice for young professionals.

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.
App store bannerPlay store banner