About this episode
Chasing short term market conditions adds a lot of risk to reaching your long term investing goals. An investment policy statement (IPS) can help ensure you stick to your strategy, and avoid market timing and other investing pitfalls. In this episode, Eric talks with Jason about his IPS, and why he finds it such a useful tool. Topics covered include defining portfolio makeup + objectives, the mechanics of cash generation + rebalancing, and why you might consider implementing an IPS yourself. See the link below for the show notes, where we link to Jason's IPS and other content we referenced in the episode.
Show notes: https://twosidesoffi.com/ips
Get every episode summarized
Each time Two Sides of FI publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Two Sides of FI
We Have Enough. So Why Is Spending Still Hard?
Two Sides of FI
REWIND: What I Learned in My First Year of ”Early Retirement”
Two Sides of FI
Year 2 vs. Year 7: What Early Retirement is Really Like
Two Sides of FI
Thinking About Slow Travel After FI? Watch This First
Two Sides of FI