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EPISODE · Apr 29, 2021 · 10 MIN

Asset Allocation

from The Plutonomix Podcast: There are always two sides to every issue, both of which have merit · host blevin

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about asset allocation, why it’s important and things to consider when you invest.   TIMESTAMPS [00:01] Intro [01:05] What is asset allocation and why it’s important [02:47] Three primary drivers in a person’s asset allocation [04:24] Moving a football down the field [06:56] A summary and what to expect in future episodes [08:21] Outro   RESOURCES The 7 Habits of Highly Effective People by Stephen Covey Contact Barnaby Contact Laurie

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Asset Allocation

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