“Loan split… $500,000 non-deductible home loan… put $100,000 into the loan, split it into $400,000 or $100,000 and then go invest $100,000 in shares”
PN
Pat Noll
Equity Mates Investing Podcast ·
“We had a team of three of us... I take the maths, I do that planning, that adaption. Then we'd come back together and say, okay, here are some of the things that we're really going to have to focus on.”
James Dobson · Teacher Takeaway · Season 6 | Episode 34 | Intellectual Preparation with James Dobson
Play from 18:41
18:41
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
splits a three-person planning team by subject (literacy, maths) then reconvenes to align priorities and share observations
Said nearby on the same subject
“The objective of a simulation is to move from just essentially laying out on paper… and actually making your leadership team live it… it forces a degree of planning… and alignment.”
♫
Said on The McKinsey Podcast
“Making data literacy very practical, making it role-based and connecting it to real work… pair that framework then with agency-specific examples”
NC
Neil Cook
CDO Magazine Podcast Series ·
“Pick a broker or EBC who also has aligned interests with you, the plan sponsor.”
FP
Frank Panaccio
Relentless Health Value ·
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