May | 2019 | Financial Liberty Podcast

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The process of building a portfolio isn’t like supergluing a model together. There is actually a science to it.

Today, Sam and Koz walk you through the metrics they use to build portfolios and explain what those metrics mean for you, as the investor.

In this episode, you’ll learn:

What the science of building a portfolio entails
What the water cooler mentality is and how it’s part of our human nature
Why some people find the science of portfolio-building difficult to understand
About each metric used to build portfolios and how they work individually
About the benefits of having these metrics in a portfolio

Tune in now to learn the science behind building a portfolio!

Resources: Financial Liberty Project | Phone number: 800-640-8105

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According to statistics, retirement is not a life stage that many people are planning for.

Today, Sam Legaspi and Koz Tsukamoto discuss how people’s everyday choices can end up taking a bite out of their retirement vision. They also answer questions from workshop attendants about budgeting, pensions, and other not-so-obvious, but critical, retirement subjects.

In this episode, you’ll learn:

Effective strategies to gain control of your expenses
Whether you can actually rely on your pension
The overlooked detail that you must keep in mind about your pension
How understanding the ever-changing financial rules can positively affect your retirement vision
What a financial soulmate is and the importance of having one
The benefits of downsizing during retirement
And a lot more!

Tune in to this lively episode with Sam and Koz and learn how to protect your retirement vision!

Resources: The Financial Liberty Project | Phone number: 800-640-8105

Financial Liberty Podcast

Monthly Archives: May 2019

Episode 10 – The Science of Building a Portfolio

Episode 9 – 7 Facts That Can Destroy Your Retirement Vision