The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
S7, Episode 3 - Asset Allocation
Manage episode 325690024 series 2360913
Understand the concept of asset allocation
Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy.
In this Podcast episode, Dave talks about…
- Financial Planning
- Elaborating Asset Allocation
- What is a Risk Tolerance Questionnaire?
- How to use a Risk tolerance questionnaire?
- How Proactive do you want your advisor to be?
- What are the 2 basic kinds of investment types?
- Three basic principles that financial advisers put to work every day
For free 30 minutes strategy session with Dave Denniston
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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