How to Do Financial Planning Money For the Rest of Us

Why individuals should use a more agile approach to investing and financial planning.

Topics covered include:How to incorporate low probability catastrophic events in your financial plans.How traditional financial planning differs from agile financial planning.Why we need to test-drive our financial plans.How too much efficiency can lead to a lack of resilience.How David's portfolio is allocated using a role-based flexible bucket approach.


Thanks to Policygenius and The Great Courses Plus for sponsoring the episode.

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