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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

45:T43d,

Welcome to the Plutonomix Podcast, with Barnaby Levin. Some Perspectives on Wealth & Investing (generally) in 10 minutes or less.

The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them. But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them.

You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Stand depends on where you Sit” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices,” because the tru