3 Smart Ways to Invest when Building Your Portfolio: Simple, Solid & Strategic

Are you overwhelmed by conflicting investment advice and complex strategies? In this value-packed episode, Brian Muller breaks down the three essential portfolio approaches that can transform your investing journey: the Core (Simple) Total Market Strategy, the Comprehensive (Solid) Diversified Portfolio, and the Core-Satellite (Strategic) approach. Learn how to build wealth systematically while avoiding the costly mistakes that derail most investors.

What You'll Learn:

• How to implement the Core Total Market Strategy using low-cost index funds

• Why a Comprehensive Diversified Portfolio across all asset classes provides stability

• How to use the Core-Satellite approach to potentially outperform the market

• The strategic case for satellite investments in gold, Bitcoin, small-cap value stocks, and emerging markets

• Actionable portfolio rebalancing techniques to maintain optimal asset allocation

• How behavioral economics impacts your investment decisions

• Tax-efficient strategies to maximize your after-tax returns

Whether you're just starting your investment journey or looking to optimize an existing portfolio, this episode provides the blueprint for building wealth through simple, solid, and strategic investing principles.

Successful investing does not require an intricate understanding of financial markets; instead, it can be approached through three fundamentally distinct methodologies: a simple approach, a solid approach, and a strategic approach. Each of these strategies possesses unique characteristics that cater to varying investment needs and objectives. The simple approach emphasizes the utilization of total market index funds, which provide broad market exposure while minimizing complexity and costs. Conversely, the solid approach advocates for a comprehensive portfolio that incorporates diverse asset classes, ensuring resilience across different economic conditions, particularly as one nears retirement. Lastly, the strategic approach, often referred to as the core-satellite method, combines a foundational investment strategy with targeted allocations in high-potential areas, thereby enhancing overall portfolio performance. Throughout this episode, we delve into the intricacies of these strategies, equipping listeners with actionable insights to refine their investment practices.

Remember: "Simplicity is the ultimate sophistication" when it comes to your investment portfolio!

Connect with Brian Muller

Email: brian@momentouswealthadvisors.com

Instagram: @wealthdecisionsbybrian

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

⁠⁠⁠⁠https://www.momentouswealthadvisors.com/book

For a transcript of today's episode, go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

To explore the 3 Choices for Advice and Guidance, go to: