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Beginning Balance

Mar 11, 2022

Mark and Jesse share their personal investment asset allocations, and discuss the role of risk, risk tolerance, and emotions in the investing life of a business owner. Jesse explains how his personal risk tolerance has changed alongside the growth of YNAB, as his net worth became more and more tied to the value of the company, and how that has influenced his ultra low risk investment portfolio.


Books mentioned in this episode:


Mark Butler, Virtual CFO


You Need a Budget