Our 2 Cents
Episode 130: Spring Cleaning for Your Finances
Mar 01, 2023
Our2centspodcast
It's the first week of March and we have spring fever on the Our 2 Cents podcast! Today, Steve and Gabriel are sharing some spring cleaning tips for your finances and diving a bit deeper into asset allocation. Plus, we have a couple other fun segments on the show, too!
- Gabriel's Quote Picks of the Month:
- "The best way to teach kids about taxes is by eating 30% of their ice cream" - Bill Murray
- "The world is divided into two groups—the people who do things and the people who get the credit" - Dwight Morrow
- Spring Cleaning for Your Finances:
- Budget and cash flow review
- Consolidate financial accounts
- Review asset allocation to ensure alignment
- Organize insurances
- Reupdate your overall financial plan
- A Bit More on Asset Allocation:
- "Vanguard Sees Global Equities Trouncing U.S. Stocks Over Next Decade"
- An overview of these capital market assumptions and forward looking projections
- This prediction would mean a major shift in where growth will be coming from
- Why all this makes diversification so important
- Getting to Know Steve and Gabriel:
- Would you rather have a personal maid or a personal chef?
- What's the worst haircut you've ever had?