Episode 272: Action Step: Review Your Current Asset Allocation

Podcast: Family Office Daily · M.C. Laubscher

Opublikowano: 2026-09-30

Take action to understand your wealth with this critical asset allocation review exercise. In this episode of Family Office Daily, M.C. Laubscher provides a simple but critical action step: review your current asset allocation. Most people have no idea how wealth is actually distributed—some stocks here, real estate there, maybe business, maybe cash—but never mapped out. What to do: create simple spreadsheet with five columns. Column 1: Asset class—list everything (stocks, bonds, real estate, business equity, cash, commodities, alternative investments, everything you own). Column 2: Current value—what's each asset worth today? Column 3: Percentage of total wealth—calculate...