Two Sides of FI

Comparing our FIRE Portfolios + Asset Allocations (Part 2)

14 snips
Dec 19, 2021
Podcast delves into optimizing asset allocation for financial independence, using tools like Portfolio Visualizer for investment analysis, discussing tax loss harvesting, and portfolio rebalancing strategies. They explore the value of financial advisors, personalized asset allocation, and the importance of diverse investment options in achieving financial goals.
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1
Intro
00:00 • 2min
2
Optimizing Asset Allocation for Financial Independence
02:14 • 20min
3
Using Portfolio Visualizer and other tools for investment analysis
22:11 • 10min
4
Discussion on Tax Loss Harvesting and Portfolio Rebalancing in Different Account Types
31:57 • 2min
5
Discussion on Portfolio Stability and the Value of Financial Advisors
33:50 • 2min
6
Analogizing the Role of an Architect to an Investment Advisor
35:55 • 2min
7
Personalized Asset Allocation and FIRE Portfolios
37:51 • 4min