Today, we are going to review the basics of how to set up your portfolio. This can feel like a big and overwhelming job at the front end, but if you follow some basic steps, you will see there really isn’t all that much to it. The great part of setting up your portfolio is that once you do it, you can stick with it forever with very few changes. We will also answer a handful of your questions about portfolio allocation, HSAs vs. FSAs, ESOPs, and which retirement accounts to fund first. We also have a chat with our friend Peter Kim of Passive Income M.D.
Listen to Episode #274 here.
In This Show:
Setting Up Your Portfolio 101
Let’s talk a little bit about setting up your portfolio. This is one of those things that’s been so long since I did it that I