Episode 272: Action Step: Review Your Current Asset Allocation
Family Office Daily · Sep 30, 2026 · 2:50
Family Office Daily · Sep 30, 2026 · 2:50
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Take action to understand your wealth with this critical asset allocation review exercise. In this episode of Family Office Daily, M.C. Laubscher provides a simple but critical action step: review your current asset allocation. Most people have no idea how wealth is actually distributed—some stocks here, real estate there, maybe business, maybe cash—but never mapped out. What to do: create simple spreadsheet with five columns. Column 1: Asset class—list everything (stocks, bonds, real estate, business equity, cash, commodities, alternative investments, everything you own). Column 2: Current value—what's each asset worth today? Column 3: Percentage of total wealth—calculate what percentage of total net worth each asset represents. Column 4: Liquidity timeline—how quickly could you convert to cash if needed (same day, 30 days, 1 year, never)? Column 5: Risk level—rate each asset (low risk, moderate risk, high risk). Once mapped, you'll see patterns never noticed before—might discover overconcentration in one area, no liquidity, more/less risk than thought. This isn't about making changes yet—it's about awareness. Can't optimize what you can't see. Action step: before week ends, map current asset allocation—five columns, complete picture, know what you're working with.
What You'll Learn in This Episode:
✅ Action step: review current asset allocation
✅ Most people don't know how wealth is actually distributed (stocks, real estate, business, cash—never mapped)
✅ Create simple spreadsheet with five columns
✅ Column 1: Asset class—list everything (stocks, bonds, real estate, business equity, cash, commodities, alternatives)
✅ Column 2: Current value—what's each asset worth today
✅ Column 3: Percentage of total wealth—calculate percentage of net worth each represents
✅ Column 4: Liquidity timeline—how quickly convert to cash (same day, 30 days, 1 year, never)
✅ Column 5: Risk level—rate each (low, moderate, high risk)
✅ Once mapped: see patterns never noticed (overconcentration, no liquidity, risk level reality)
✅ Not about changes yet—about awareness
✅ Can't optimize what you can't see
✅ Before week ends: map allocation, five columns, complete picture
Key Takeaways:
💡 Review asset allocation – Critical action step
💡 Most don't know – How wealth is distributed
💡 Five-column spreadsheet – Simple mapping tool
💡 Asset class – List everything you own
💡 Current value – What's it worth today
💡 Percentage of wealth – Calculate proportion
💡 Liquidity timeline – How fast to cash
💡 Risk level – Low, moderate, high
💡 Reveals patterns – Overconcentration, liquidity gaps, risk reality
💡 Awareness first – Not changes yet
💡 Can't optimize blindly – Must see complete picture
💡 Do it this week – Map your allocation
Your Action Step:
Before this week ends:
Then you'll know what you're actually working with
Resources Mentioned:
📚 Free Books:
• Get Wealthy for Sure
• The Family Office for Business Owners
Download at: www.producerswealth.com/books
📱 Atlas App:
Download at: www.producerswealth.com/atlas
📞 Financial Strategy Review:
Book at: www.producerswealth.com/strategyreview
Keywords:
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Hashtags:
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