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Episode 132

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Published on:

6th Nov 2024

132: Modular Financial Planning 10: Portfolio Optimizers

In this final episode of our Modular Financial Planning series, we’ll explore “portfolio optimizers”—strategies that add a bit of extra return potential to a well-diversified portfolio. These steps, like managing taxes, flexible trading, and securities lending, can enhance outcomes but aren’t essential if you’ve followed our previous nine steps. If you’re already saving, investing, and rebalancing consistently, you’ve done enough. For those seeking a little boost, these optimizers may be worth exploring with your advisor. 

In this episode:

  • (00:00) - Intro
  • (01:09) - Portfolio optimizers
  • (03:54) - Reducing expenses
  • (05:00) - Tax management
  • (07:48) - Investment factors
  • (12:53) - Securities lending
  • (14:18) - Flexible trading
  • (16:04) - Conclusion and next steps

Get full show notes and links at https://mindful.money. 

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.



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About the Podcast

Mindful Money
Do you struggle with money? You’re not alone.
Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive. 
The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.
Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.
If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you. 
Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes.

About your host

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Jonathan DeYoe

Jonathan DeYoe is a best-selling author, speaker, financial advisor and angel investor. He is a husband, father and a practicing Buddhist. His simple underlying message brings a welcomed sense of order to financial chaos and restores a calm center to your financial life.