Investing Podcast: The Discipline of Goals-Based Investing

Overview

Goals-based investing is often described as a framework, an approach, or a methodology. A more complete and robust characterization would be to view goals-based investing as a discipline, one that explicitly defines, quantifies, and prioritizes your goals for all the years in your investment time horizon. This podcast suggests a "barbell" approach that helps maximize the probability of achieving long-term goals and is underpinned by careful cashflow planning, monitoring, and rebalancing.

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