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.

If you love this episode, email us at podcast@dashdot.com.au, and don’t forget to subscribe, rate, and share this podcast! 

See you on the inside! 



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



Connect With Us:


Free Rentvesting Calculator (https://dashdot.com.au/rentvesting) 


Subscribe on Youtube (https://www.youtube.com/@dashdotinsider) 


Listen on Spotify (https://spoti.fi/3Np19x8)


Dashdot Website (https://www.dashdot.com.au/)


Ready to work with us directly? (https://dashdot.com.au/discovery)


Get your Property Portfolio Growth Plan (https://dashdot.com.au/portfoliogrowthplan)

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.
If you love this episode, email us at podcast@dashdot.com.au, and don’t forget to subscribe, rate, and share this podcast! 
See you on the inside! 
 
In this episode, we cover:
<ul>
<li dir="ltr" aria-level="1">
00:00 Coming Up
</li>
<li dir="ltr" aria-level="1">
43:03 - Meet Marcos Volich and His Portfolio
</li>
<li dir="ltr" aria-level="1">
43:17 - Marcos' Investment Journey and Background
</li>
<li dir="ltr" aria-level="1">
43:33 - Balancing Your Portfolio and Personal Financial Goals
</li>
<li dir="ltr" aria-level="1">
43:47 - The Importance of Financial Advice in Property Investment
</li>
<li dir="ltr" aria-level="1">
45:04 - Navigating Market Conditions and Personal Risk Management
</li>
<li dir="ltr" aria-level="1">
45:16 - Understanding the Psychology of Wealth and Financial Planning
</li>
<li dir="ltr" aria-level="1">
45:47 - How Property Plays a Role in Wealth Creation
</li>
<li dir="ltr" aria-level="1">
45:59 - The Value of Professional Advice and Strategic Planning
</li>
</ul>
 
Connect With Us:
<ul>
<li dir="ltr" aria-level="1">
Free Rentvesting Calculator (<a href="https://dashdot.com.au/rentvesting">https://dashdot.com.au/rentvesting</a>) 
</li>
<li dir="ltr" aria-level="1">
Subscribe on Youtube (<a href="https://www.youtube.com/@dashdotinsider">https://www.youtube.com/@dashdotinsider</a>) 
</li>
<li dir="ltr" aria-level="1">
Listen on Spotify (<a href="https://spoti.fi/3Np19x8)">https://spoti.fi/3Np19x8)</a>
</li>
<li dir="ltr" aria-level="1">
Dashdot Website (<a href="https://www.dashdot.com.au/)">https://www.dashdot.com.au/)</a>
</li>
<li dir="ltr" aria-level="1">
Ready to work with us directly? (<a href="https://dashdot.com.au/discovery)">https://dashdot.com.au/discovery)</a>
</li>
<li dir="ltr" aria-level="1">
Get your Property Portfolio Growth Plan (<a href="https://dashdot.com.au/portfoliogrowthplan">https://dashdot.com.au/portfoliogrowthplan</a>)
</li>
</ul>

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