
Radical Personal Finance 176-Practical Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals
Apr 7, 2015
Learn how to effectively match your financial goals with the right investments using a goal-investment matrix. Explore the concept of asset allocation and location for different types of financial goals. Understand the importance of aligning investments with the appropriate timeframes and purposes of your goals. Get practical tips on funding goals through safer, aggressive, or home run investments. Hear an announcement about a change in the show's payment model and additional benefits for supporters.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Organizing Financial Goals and Investments on a Matrix
02:40 • 3min
Asset Allocation and Location for Different Financial Goals
05:40 • 10min
Understanding Asset Allocation and Asset Location for Short-, Medium-, and Long-Term Goals
15:35 • 2min
Announcement regarding a change in the show's payment model and benefits
17:56 • 3min
