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In this episode, I review a few of the core ideas I share on this podcast about money. Many of you are new listeners so I want to give you an overview of some themes that you'll continue to hear from me going forward. I also realized that there are many more things I could have included here but I'll go over the following items this week:
1. Simple > Complicated
2. Systems are better than you at picking investments
3. "Always on" diversification
4. You control the factors that have the greatest effect on outcomes
5. Financial planning is more important than portfolio optimization
Retirement Readiness Scorecard 🇨🇦
Looking to retire in the next 10 years or less (age 45+)?
Get your money organized - Your Full Financial Picture Spreadsheet
In this episode, I review a few of the core ideas I share on this podcast about money. Many of you are new listeners so I want to give you an overview of some themes that you'll continue to hear from me going forward. I also realized that there are many more things I could have included here but I'll go over the following items this week:
1. Simple > Complicated
2. Systems are better than you at picking investments
3. "Always on" diversification
4. You control the factors that have the greatest effect on outcomes
5. Financial planning is more important than portfolio optimization
Retirement Readiness Scorecard 🇨🇦
Looking to retire in the next 10 years or less (age 45+)?
Get your money organized - Your Full Financial Picture Spreadsheet
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