The lazy person’s guide to investing – Season 2, Episode 8

What if you want to invest according to the principles I’ve talked about over the past few weeks but you can’t be bothered with all the research and reviewing that this takes? This week we’re going to talk about off-the-shelf investing; the lazy person’s guide to investing well!

The lazy person's guide to investing

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How to review your portfolio – Season 2, Episode 7

If you build a portfolio right at outset, it should – I believe – largely look after itself. But you should still keep an eye on it of course. In this week’s show I’m going to be covering the basics of how to review your portfolio as the years go by, to ensure it still serves the purposes you set for it.

How to review your portfolio

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Choosing the right account – Season 2, Episode 6

Last week we looked at choosing a platform, and I said that a platform was essentially just an admin system which allows you to hold different kinds of accounts . But which tax wrapper is best for which situations? This week we’re looking at choosing the right account…

Choosing the right account

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Choosing a platform – Season 2, Episode 5

Last week we talked about asset allocation and choosing the right kinds of assets and funds to invest for your future. These days, most people invest via something called a platform. This week I’ll be looking at why that is the case, whether or not that approach is right for you, and what criteria you should look at when choosing a platform.

Choosing a platform

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Practical Asset Allocation

Asset allocation is a subject we’ve covered at various times here on MeaningfulMoney as it is a core tenet of successful investing. But how do you apply it in real life to your investments? Is there such a thing as a ‘correct’ asset allocation? Let’s find out…

Practical Asset Allocation

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Know Yourself – Risk Tolerance & Risk Capacity

Last week we talked about risk and how it relates to the timescale of your investments and the underlying volatility of the portfolio you build. Today I want to clear up, once and for all, some confusion about risk tolerance and risk capacity. This is essential to your investing success, so tune in…

Risk Tolerance & Risk Capacity

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