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Mark and Paulina discuss the importance of building a plan and understanding asset allocation. They emphasize the need for an insurance fund and the role it plays in the overall investment strategy. They also talk about the steps of opportunity research, due diligence, and setting money rules. The conversation concludes with a discussion on how investments fit into the bigger picture and the importance of having a long-term plan.

Chapters

00:00 - How to Start Investing with 10k or 50k
02:29 -The Importance of Building a Plan and Asset Allocation
05:34 - The Role of an Insurance Fund in Investment Strategy
07:22 - Opportunity Research and Due Diligence
09:47 - Setting Money Rules for Informed Investment Decisions


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