The Rational Reminder Podcast: Episode 373: Asset Allocation in Practice (opens in new tab)

What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital’s Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients through the most important portfolio decision they’ll ever make. Louai walks us through the research, psychology, and planning frameworks behind determining the right stock/bond mix, while Ben shares real-world insights from client cases where risk tolerance, ...