

Security, Lifestyle, and Aspirations: Putting the Individual into the Risk Equation
Oct 19, 2023
Ashvin Chhabra, President of Euclidean Capital, joins Rick to discuss wealth management for individual investors. They explore the intersection between finance and science, the evolution of financial planning and portfolio management, and the concept of the third bucket in individual risk management. They also emphasize the importance of understanding individual behavior in investments and the need for personalization in wealth management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Understanding Individual Behavior in Investments
03:29 • 6min
Evolution of Financial Planning and Portfolio Management
08:59 • 22min
The Intersection of Money and Psychology
30:52 • 4min
Exploring the Concept of the Third Bucket in Individual Risk Management
34:25 • 2min
Personalization in Wealth Management
36:44 • 7min