Two Quants and a Financial PlannerFebruary 27, 202300:21:28

The Basics of Goals-Based Financial Planning

Name: The Basics of Goals-Based Financial Planning
Uploaded: 2023-02-27T13:59:51.000Z
Duration: 1288
Description: In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future...

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.