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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
Description: IN THIS EPISODE, YOU’LL LEARN:
02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method.
09:42 - How to protect your portfolios against periods of rising interest rates and recessions.
37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.
37:28 - How to allocate your investments in the most tax optimal way.
41:27 - What a money cycle is and the role it plays in your investment plan.
46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions.
56:42 - How to determ...