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The “Other 20%” of Successful Investing, Episode #19
Manage episode 289774492 series 2773629
Вміст надано Trent DeBruin and Andrew Musbach. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Trent DeBruin and Andrew Musbach або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
- Follow on Facebook
Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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