In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio.

Just like the last episode, we cover a number of strategies and mention some companies–these should not be mistaken for recommendations. This episode is meant to be a conversation, educational, and an exploration into investing in different asset classes to improve diversification, long-term performance, and the overall investor experience. If you are interested in making changes to your portfolio–consult your financial advisor. 

Keeping it short and sweet with this intro...I hope you enjoy!

iTunes: All About Your Benjamins The Podcast Ep. 033

Show Notes:

Portfolio Optimization: A General Framework For Portfolio Choice

Resolve Asset Management

Twitter: @MikePhilbrick99

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Twitter: @GestaltU

 

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

First Diversification, Now Optimization With Mike Philbrick (033)

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In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. 



Special guests in today's episode!




https://youtu.be/E3BatdXyCb0




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Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

The Yin And Yang Of Health And Longevity | The Next Episode

In this episode, Terry recaps the first 10 episodes of The Next Episode revisiting how they create a sort of checklist and then leads us down a discussion about recognizing when we are our best and how we can spend more time there.




https://youtu.be/xZ2SeRb7z8g




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Apple Podcasts



Spotify



Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Becoming More Of Who You Are At Your Best | The Next Episode

In this episode, Terry reflects on the first year of his "Encore", aka retirement. The guys not only talk about how Terry has adjusted to his new life but also discuss some of the economic headwinds being experienced right now. 



In addition to The Next Episode, Terry has started writing about his experiences on his blog, Terry's Thoughts. Check it out at www.terrysthoughts.co.



Plan to see an uptick in episodes of The Next Episode---we're looking to find our cadence to where you can expect to see a new episode every other week.




https://youtu.be/2ftDFHfxDUA




Listen: 



Apple Podcasts



Spotify







Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

One Year In | The Next Episode

This episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew's chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105.



Be sure to stay tuned for more episode with the authors of More Than Money.



If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Financial Planning, so not only will you have a great book to read but you’ll be helping us move our profession One Step Forward!




https://youtu.be/7-gg7bvXVuk




Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

What The Hat Lady Of Hollywood Taught Us with Andrew Martz, CFP®, MBA | More Than Money

This episode of the More Than Money Series features Jordan Benold. Jordan's chapter, High Earners, Not Wealthy...Yet can be found on page 89  .



Be sure to stay tuned for more episode with the authors of More Than Money.



If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Financial Planning, so not only will you have a great book to read but you’ll be helping us move our profession One Step Forward!




https://youtu.be/inyPOo_bve8




Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

First Diversification, Now Optimization With Mike Philbrick (033)

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