My Money Philosophy

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

Become a client - Plan for your retirement and invest with Evan

Become a client

Financial Foundations Course - Save 25% with code PODCAST25

Full Financial Picture Spreadsheet

Chapters

• 0:35 Managing Money and Investing Philosophies
• 13:14 Avoiding Bad Behavior in Investing