WCI #367: The Importance of Asset Allocation
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 16 May 2024
⏱️ 42 minutes
🧾️ Download transcript
Summary
Today we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset allocation when thinking about your long vs short term investment plan, how to make the most of your asset allocation and more. We also have a philosophical discussion about economic growth and answer a question about if you can pass on bonds if you have a high risk tolerance and long investing horizon.
Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
*Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.
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 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 is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.1 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:19.0 | This is White Coat Investor Podcast number 367, importance of asset allocation. |
| 0:21.0 | Today's episode is brought to you by SoFi, helping medical professionals like us bank borrow and invest to achieve |
| 0:26.3 | financial wellness. |
| 0:27.5 | SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform |
| 0:32.4 | financial planning |
| 0:33.2 | and student loan refinance featuring an exclusive rate discount for |
| 0:36.9 | med professionals and a hundred dollar month payments for residents. Check out all |
| 0:41.1 | that sofai offers at Whitecoid Investor. |
| 0:43.1 | Com slash SoFi. Loans originated by SoFi Bank N a NMLS 696-891. |
| 0:48.2 | Advisory services by SoFi Wealth LLC. |
| 0:50.8 | Broker's products is offered by SoFi Securities LLC, member FINRA, SIPC. |
| 0:55.0 | Investing comes with risk, including risk loss. |
| 0:57.0 | Additional terms of conditions may apply. |
| 0:59.0 | Welcome back to the podcast. |
| 1:01.0 | We missed you. |
| 1:02.0 | Been off having fun without you, unfortunately. back to the podcast we missed you |
| 1:02.6 | been off having fun without you unfortunately today is April 25th that we're |
| 1:06.7 | recording this it'll run on may 16th I spent the last five days |
| 1:11.2 | in the uh... last mapped place in the lower 48 down on the Escalante River. |
| 1:18.2 | So I went to float the Escalante River and do some canyineering and you know it was pretty cool for several days really didn't see anybody else |
... |
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