Episodes
Thursday Jan 11, 2024
Monte Carlo Simulations and Financial Planning | Ep 86
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Podcast Mentions:
FREE Portfolio Review, www.wealthnetinvest.com
Wealth Beyond Numbers, www.lblmedia.net/workshop
Welcome to the Market Call Show!
This latest episode of the Market Call Show explains the best way to use Monte Carlo simulation, model different scenarios and make decisions with greater wisdom. The key is constructing the right asset blend, with stability, growth potential, and tax efficiency. This episode has insights on how to find your own "Moneyball" retirement strategy.
In this week's episode, host Louis Llanes discusses:
- Why financial security & peace of mind are most people's biggest investment goals
- How Monte Carlo simulation is used to model investment plans, and its pros and cons
- Limitations of Monte Carlo: Doesn't fully capture complex cash flows, equal failures
- Disconnect between Monte Carlo projections & client definitions of success
- Having portfolio "players" with different roles: stability, growth, liquidity
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Facebook: /MarketCallShow or/WealthnetInvestments
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