Episode Details

IN THIS EPISODE, YOU’LL LEARN:

• 02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method. 
• 09:42 - How to protect your portfolios against periods of rising interest rates and recessions. 
• 37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.
• 37:28 - How to allocate your investments in the most tax optimal way. 
• 41:27 - What a money cycle is and the role it plays in your investment plan. 
• 46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions. 
• 56:42 - How to determine when it's time to sell some of our winners. 
• 01:07:03 - How to use the Bucket Plan to help you rebalance your portfolio. 
• 01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: Clarity 2 Prosperity. 
• Check out: Alison Wealth Management.
• Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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