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)