WCI #240: Asset Allocation Q&A

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 9 December 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we answer your questions about asset allocation. We start off with some basic principles that everyone should understand and then dive into more specific questions. We discuss what glide path allocation is and how your asset allocation needs change as you age. We talk about asset allocation when using a defined benefit plan and also cover some pros and cons of treating your mortgage as a negative bond and how that affects your asset allocation. See our asset allocation rules here https://www.whitecoatinvestor.com/asset-allocation-rules/

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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Transcript

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0:00.0	This is the White Code Investor Podcast, where we help those who wear the White Code get a fair shake on Wall Street.
0:06.0	We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011.
0:12.0	Here is your host, Dr. Jim Dolly.
0:18.0	This is White Code Investor Podcast No. 240, acid allocation Q&A.
0:23.0	The Physicians Executive MBA at Auburn University's Harbert College of Business is inspiring physicians to manage the business of healthcare.
0:30.0	Auburn's flexible physicians-only program lets you earn your MBA without taking you away from your patients.
0:35.0	This 21-month program blends innovative distance learning with five short on-campus residencies.
0:41.0	To learn more, visit ayu-pemba.com.
0:46.0	You may not know it, but we have a newsletter that we send out. It goes out to like 60,000 people. It's totally free.
0:53.0	You can sign up for it at whitecodeinvestor.com.
0:56.0	It's got news about what's going on at the White Code Investor. It's got a market report about the returns of various asset classes in the previous month.
1:07.0	It's got the best of the blog. What's been going on on the White Code Investor blog and podcast and the forums.
1:14.0	It's got the best of the web section where it includes stuff that I've curated from all over the internet that I think you'll find interesting.
1:21.0	It also has a special tip. It's basically a blog post that never shows up on the blog.
1:27.0	If you want it, you've got to sign up for the newsletter. You can sign up for that at whitecodeinvestor.com.
1:32.0	It's that's free, that's monthly, that's newsletter. You can also sign up there if you just want a weekly summary of the blog post.
1:39.0	You can even sign up to get every blog post we publish on the blog delivered to your email box.
1:44.0	We have a special newsletter there. If you check the box, it's also free.
1:49.0	It's for those interested in real estate opportunities and real estate resources. You can sign up for it.
1:54.0	I also want to make sure you know about the other blogs in the White Code Investor network.
2:00.0	In fact, one of them passive income MD has a podcast. If you like podcast, check out the passive income MD podcast. It's available wherever you download your podcast.
2:09.0	But both passive income MD and the physician on fire have blogs and websites.
	...

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