The Basics of Goals-Based Planning

Two Quants and a Financial Planner
24/02/2023 21 min Temporada 1 Episodio 1

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Episode Synopsis

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong. 
We hope you enjoy the discussion.
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