Expense Based Planning - Revisited
Episode description
I love good questions.
The type of questions that stop you in your tracks and really make you think.
Not a cornering question nor combative one, but an inquisitive one that is birthed from the inquirer’s true curiosity. For me, this is how I learn – pulling on a particular topic thread to get a deeper understanding of the nuance.
Sean Latimer is my most frequent co-host on the Thoughts On Money Podcast, a dear friend of mine, and a colleague here at The Bahnsen Group. Sean asked me on a recent podcast one of those GREAT questions that I am referring to. We were discussing the recent rise in interest rates and its impact on the stock and bond market. Sean asked me if the higher yields on bonds have changed my perspective on Expense Based Planning (EBP). EBP is a term I coined for my approach to portfolio design. You can find more on the topic here: The Madness of Methods.
Links mentioned in this episode: