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.