Editorial Note: We earn a commission from partner links on Doughroller. Commissions do not affect our authors’ or editors’ opinions or evaluations. Learn more here.

This is the twenty-second day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we discussed the importance of keeping mutual fund fees as low as possible. In today’s podcast, I share my own asset allocation plan and the investments I’ve selected to implement that plan.

Sponsors: The 31-Day Money Podcast is sponsored by Betterment and Empower. Betterment and Empower are two tools you can use to make investing easier, less expensive, and more effective.

Topics Covered

Here’s my asset allocation, which I discuss in depth in today’s podcast:

Stocks: 80%

U.S. Equites: 40% Foreign Equities: 25% REITs: 10% Commodities: 5%

Bonds: 20%

U.S. Total Bond Market: 10% Tax-Exempt Muni Fund: 10%

(Personal Capital is now Empower)

Empower Personal Wealth, LLC (“EPW”) compensates Webpals Systems S. C LTD for new leads. Webpals Systems S. C LTD is not an investment client of Personal Capital Advisors Corporation or Empower Advisory Group, LLC

Resources

Author

  • Rob Berger

    Rob Berger is the founder of Dough Roller and the Dough Roller Money Podcast. A former securities law attorney and Forbes deputy editor, Rob is the author of the book Retire Before Mom and Dad. He educates independent investors on his YouTube channel and at RobBerger.com.

    View all posts