How to Do Financial Planning

Why individuals should use a more agile approach to investing and financial planning. Topics covered include:How to incorporate low probability catastrophic events in your financial plans.How traditional financial planning differs from agile financial planning.Why we need to test-drive our financial plans.How too much efficiency can lead to a lack of resilience.How David's portfolio is allocated using a role-based flexible bucket approach. Thanks to Policygenius and The Great Courses Plus for sponsoring the episode. For show notes and more information on this episode click here.