The Physician's Guide To Financial Wellness
Trent DeBruin, Andrew Musbach
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The “Other 20%” of Successful Investing
• 27 minThis episode is a follow-on to a previous episode we did on the basics of investing (episode #5). In that episode, we explained the foundational principles to focus on first when it comes to investing, using the 80:20 rule (or Pareto principle) as a guide. In this episode, we take it a step further and share some of the additional things you can do to further improve your investment experience. We cover asset allocation, portfolio rebalancing, asset placement, and tax-loss harvesting. As you’ll see, when applied properly, these additional strategies can add up in terms of their overall impact. Resources & People Mentioned Podcast Episode #5: The 80:20 Rule of Investing Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com Follow on LinkedIn Follow on Facebook Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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