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398 Investment Portfolio Construction with Dr. Craig Israelsen

Podcast |: Sound Retirement Radio
Publisher |: Jason Parker
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Apr 18, 2023
Episode Duration |: 01:13:27

In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make.

Learn more at: https://www.7twelveportfolio.com/index.shtml

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