In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about asset allocation, why it’s important and things to consider when you invest. TIMESTAMPS [00:01] Intro [01:05] What is asset allocation and why it’s important [02:47] Three primary drivers in a person’s asset allocation [04:24] Moving a football down the field [06:56] A summary and what to expect in future episodes [08:21] Outro

RESOURCES https://www.franklincovey.com/7-habits-book/ (The 7 Habits of Highly Effective People) by Stephen Covey https://levin.hightoweradvisors.com/barnaby-levin.html (Contact Barnaby) https://lck.hightoweradvisors.com/laurie-kamhi.html (Contact Laurie)

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.