Episode 81: Beneficiary Designation and Account Information Spreadsheet.

7 min · 24 de may de 2026

Descripción

It's important you take certain steps with your investment accounts in the event that something were to happen to you.

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de The Posh Portfolio!

86 episodios

Episode 86: Opportunity Set and How to Help Your Luck.

Investing runs on luck. The opportunity set is there for you but you have to leverage it.

Episode 85: Why I Don't Invest with Other People's Money.

Talking about investing on margin and why I don't invest with OPM.

Episode 84: Frugality and Playing It Small.

Sometimes we get so used to living frugally, that we look at investing through the same lens. Is it really serving us?

Episode 83: Decluttering Over the Summer.

My goal is to declutter around the house over the summer. How to declutter your portfolio.

Episode 82: Invest with Intentionality.

Intentionality is vital to the success of your portfolio.