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The “Other 20%” of Successful Investing, Episode #19
Manage episode 289774492 series 2773629
İçerik Trent DeBruin and Andrew Musbach tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Trent DeBruin and Andrew Musbach veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
This episode is a follow-on to a previous episode we did on the basics of investing (episode #5). In that episode, we explained the foundational principles to focus on first when it comes to investing, using the 80:20 rule (or Pareto principle) as a guide. In this episode, we take it a step further and share some of the additional things you can do to further improve your investment experience. We cover asset allocation, portfolio rebalancing, asset placement, and tax-loss harvesting. As you’ll see, when applied properly, these additional strategies can add up in terms of their overall impact.
Resources & People Mentioned- Podcast Episode #5: The 80:20 Rule of Investing
- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- https://mdwmllc.com
- Follow on LinkedIn
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Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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