Asset Allocation with Jon Doyle DWI-EP137

04/28/23 • 44 min

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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Ready to discover the subtle complexities and potential rewards of asset allocation? This insightful podcast will empower you by illuminating how traditional assets like stocks and bonds can be effectively managed within a portfolio. We'll weigh the merits of taking on more risk against the emotional rollercoaster of market volatility, unraveling the decision-making process that underlies successful wealth management.
Venture with us into the labyrinth of investing volatility and its indelible imprint on asset allocation. Learn to differentiate between volatility and risk, and understand how these twin factors shape investment decisions. Harness the principles of Modern Portfolio Theory as a compass guiding your asset allocation journey. And we'll let you in on the secret sauce of tactical asset allocation, a tool for those wanting to take a more active role in their investment process.
Let's expose the myth of financial planning as a bland, numbers-only game. We'll discuss the human element, situating financial decisions within the context of long-term goals and the risks we're willing to take. Longevity is a blessing, but it also presents challenges. So, we'll decode some shocking statistics about life expectancy and its impact on financial planning. Dig into the nitty-gritty of bonds, global asset allocation, and the maze of company and government debt. This episode promises to be a treasure trove of wisdom, satisfying the curiosity of novice investors and seasoned wealth managers alike.
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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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Previous Episode

How Can I Own Gold? with Dr. James Martin DWI-EP136

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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Looking to shield your investments from the unpredictability of the market? We got you covered. This episode has everything you need to know about diversifying your portfolio into the gold market. We unravel the reasons behind why gold is considered a prudent long-term investment choice. From its inherent value as a tangible asset to its historical significance, we discuss it all. We also highlight why certain savvy investors, the 'gold bugs,' use gold as a fortress against the potential collapse of global capitalism. But don't fret, even if you aren't predicting a financial doomsday, we discuss how gold can still be an astute addition to your portfolio. Plus, we delve into four main ways to gain exposure to the gold market and how to choose what works best for your financial goals.
Ever been curious about the lure of spread betting to invest in gold? This episode might just satiate your curiosity. We pull apart this intriguing form of investment that's tax-free in the UK and discuss the potential risks and rewards it offers. It's not all rosy though, as we highlight the technical expertise required and the necessity for active investment management when spread betting. Rest assured, by the end of this episode, you will be armed with the necessary knowledge to make an informed decision about investing in gold. Whether you are a seasoned investor or a novice, this episode promises to offer you valuable insights into the captivating world of gold. So tune in, and let's embark on this golden journey together!
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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text

Next Episode

Wisdom On Wealth with Dr. Bill Kellner-Read DWI-EP138

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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Ever wondered what happens when a career that spanned over four decades suddenly comes to an end? Join me and my insightful guest, Dr. Bill Kellner Read, as we traverse the journey of navigating life changes post career and the vital importance of having a plan B in place. We delve into the feelings of uncertainty that arise when the familiar is no longer present and how taking stock of your life and career can guide you towards a fulfilling future.
The conversation takes an interesting turn as we explore the limitless potential of social media as a tool for creating value and monetizing your knowledge and skills. We also shed light on the importance of crafting your own financial safety net in the face of unpredictable circumstances such as sickness or injury. Drawing on our own experiences and insights from books like The Millionaire Fast Lane and the Almanac of Naval Replicant, we discuss the significance of personal development and the power of building your own dream.
In the grand finale, we touch upon my own passion for dentistry and the journey that led me here. From the transition from NHS to private practice, to finding my own referral base through networking, I share my unique experiences. We also discuss the importance of identifying and adapting to different patient personalities using the DISC system. Join us on this reflective journey where we navigate the past, present, and future of wealth and future planning, and how to make the most of every transition in life.
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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

Send us a text