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Podcast: The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
Episode: S7, Episode 3 - Asset Allocation
Description: 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.
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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 eve...