Listen "9 - All about Asset Allocation and Asset Location"
Episode Synopsis
In this episode of "Peeling Back Money and Life," hosts Casey and Mike explore the concepts of asset allocation and asset location.
Offering a step by step guide when developing asset allocation and what factors to consider to optimize asset location.
Resources
- All About Asset Allocation by Rick Ferri
- What Color is the Sky by Mike Finley
- Video on asset allocation
Offering a step by step guide when developing asset allocation and what factors to consider to optimize asset location.
Resources
- All About Asset Allocation by Rick Ferri
- What Color is the Sky by Mike Finley
- Video on asset allocation