Freedom Formula for Physicians Podcast

Understand the concept of asset allocation Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy.   In this Podcast episode, Dave talks about… Financial Planning Elaborating Asset Allocation What is a Risk Tolerance Questionnaire? How to use a Risk tolerance questionnaire? How Proactive do you want your advisor to be? What are the 2 basic kinds of investment types? Three basic principles that financial advisers put to work every day Resources Mentioned: For free 30 minutes strategy session with Dave Denniston Contact: 612-284-2409 Morningstar   For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt