Join us in this exciting episode of Dashdot Insider as we dive into the investment journey of Marcos Volich, a CFA charter holder and COO of a fixed income investment firm.
With a keen eye for financial strategies, Marcos shares his insights on managing personal, market, and aspirational risks while building a successful property portfolio.
Discover how to categorise your financial risks into these three buckets, ensuring you have a robust strategy for both safety and growth. Hear how Marcos turned initial hesitations into successes with two properties, boasting impressive growth values—$97,000 and $200,000, respectively.
Also gain insights into how market fluctuations can impact investment choices and why maintaining a diverse portfolio is crucial for safeguarding your future.
Marcos also touches on the often-overlooked psychological aspects of managing wealth, sharing strategies to cultivate discipline and avoid the pitfalls of lifestyle inflation.
Explore the necessity of professional financial advice and how having a structured plan from the outset can make all the difference in achieving your financial goals.
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See you on the inside!
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In this episode, we cover:
- 00:00 Coming Up
- 43:03 Meet Marcos Volich and His Portfolio
- 43:17 Marcos’ Investment Journey and Background
- 43:33 Balancing Your Portfolio and Personal Financial Goals
- 43:47 The Importance of Financial Advice in Property Investment
- 45:04 Navigating Market Conditions and Personal Risk Management
- 45:16 Understanding the Psychology of Wealth and Financial Planning
- 45:47 How Property Plays a Role in Wealth Creation
- 45:59 The Value of Professional Advice and Strategic Planning
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