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Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money. All content within the podcast is for informational purposes only and should not be relied upon for investment decision-making.
53 Episodes
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Today I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part of the team until he moved on in 2015. He then bounced around the MLS for a couple of years, before becoming a free agent and missing a whole year in 2018. He's now been back at it in Austin playing for their USL team, which is the second tier of professional soccer in the...
On today's show, I talk with David Barnett, who is an expert in buying and selling business. I wanted to come at the conversation from the angle of buying a business as an income generating asset in retirement. He had a lot of wisdom to share. We cover:How did David become an expert in buying and selling "main street" businesses?Should you buy or sell a business in retirement?Aligning your business venture to your interestsWhy buying a business and being "hands-off" is an unrealistic ex...
Today I talk about inflation. Specifically, I talk about where we stand today with inflation, reasons it may subside, and reasons it may continue. I then discuss why it is so damaging to our wallets and cover the specific ways we can combat inflation. Outline of the showWhere do we stand with inflation? [1:25]How inflation hurts our wallets [11:45]How to combat inflation [15:00]Where do we stand with inflation?Inflation is currently running hot. The last official reading was 5.4% year over ye...
Today we talk about Roth IRAs for your kids and why you shouldn't wait for a dip to invest. Outline of the ShowRoth IRA for you kids [4:06]Don't wait for the dip [14:00]On today's show, we talk about why and how to open a Roth IRA for your child. Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. Now if you have kids, I want you to consider opening a Roth IRA for them. And let me tell you why. Here are...
Rising rates, in theory, are bad for tech stocks. Is that always true? I dive in with the help of a recent article from Ben Carlson. Next, I look into how adding a bit of bitcoin to your portfolio could mean you are investing like a Nobel Prize-winning economist. Finally, we answer a listener's question about retiring early before a feared financial disaster in the economy.Outline of This Episode[] Are rising rates bad for tech stocks?[] Can Bitcoin help you diversify your portfolio?[] What s...
More VolatilityMarket volatility stayed elevated last week as interest rates made a move higher, a government shutdown loomed, and a major infrastructure deal hangs in the balance. Yet, the market is still less than 5% down from its all-time highs. Since we spent 220 plus days straight less than 5% from the highs, (S&P 500) it is natural that the first bout of volatility catches some of us off guard and causes us to make irrational decisions. Let's make sure that if this much volatility g...
We finally had significant market volatility on Monday of last week (9/20/2021) as fears that a huge property developer in China, Evergrande, was going to default on its massive pile of debt and cause a 2008 style crisis all over again. Well, before we could blink, it was over and the market came right back. However, could that have been the crack in the Armor? Also, we discuss how earnings calls can predict the performance of a stock, and how recent earnings calls show that inflation i...
Do you have any 401(k)s left behind with previous employers? Should you keep them? Research shows that you could be leaving a small fortune of money on the table if you do. We get into this today on the show. Also, we talk about a recent headline from CNBC about "stock growth coming to a peak," how Bitcoin gets lost and found, and why the obesity pandemic is such a mystery. Today's headlinesFour reasons stocks may be approaching 'peak growth’ and what that may mean for investorsA father ...
Today I talk about investing in companies that actually innovate with Dan Toma, an innovation expert who helps companies transform into innovative machines. But first, I talk about some staggering stats about how underprepared baby boomers are for retirement, and how legislative changes are coming to make saving for retirement easier and more flexible.Outline of this Episode[1:45] Baby Boomer's underprepared for retirement headline[5:25] Interview with Dan TomaBaby Boomer's are Underpre...
Jimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the most interesting person I have talked to regarding Bitcoin and cryptocurrency. What you'll learn: What is a Bitcoin MaximalistWhat is BitcoinCommon arguments against Bitcoin and the RebuttalWhy Bitcoin is not like the Tulip BubbleWhy Bitcoin is volatileCan Bitcoin b...
Today I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She is a huge proponent of cryptos and blockchain, and she tells us about its potential. She is the host of her own excellent podcast called Say YES to FIRE: Financial Diaries of a Millennial.
What's this episode about?My guest for this episode is Tristan Pelloux. He is passionate about all things fintech and is the founder of Fintechreview.net, a media website that has a mission to demystify the world of fintech.In today's show, we get into some topics you may have heard of before but aren't really sure what they mean. After listening to this episode, you still may be confused about exactly what embedded, and decentralized finance is, but I think you'll have a better idea. Because...
Keeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because his global research kept him astutely aware of all the action regarding the virus before it hit our shores in the USA.Jonathan is the author of the monthly report called the Global Investment Letter. After reading a few of these myself, I knew I was in for a treat. He ha...
With a solo 401(k), you have so much more flexibility when it comes to your retirement account. This week we have solo 401(k) expert Daniel Blue on the show to give the lay of the land. One of the biggest pain points with your traditional 401(k) is the incredibly limited menu of investment selection. With a solo 401(k), your investment universe is virtually unlimited, allowing you to make your retirement dollars work for you the way you want them to.A solo 401(k) can give you the flexibility ...
Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home equity in 2008. He knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.The Bank on Yourself™ that Mark employs has its critics, but from my research and conversations with others, I believe it can be a great strateg...
This is the first episode of our new midweek episodes, where we will be talking all about retirement planning and investing topics in a shorter format. All of these episodes will be best enjoyed on our YouTube channel, where graphics will accompany the audio. We hope you enjoy this new expansion of our Podcast/YouTube channel. In this 15 minute podcast, you will learn what it is, why it's so surprising, theories as to why it has occurred, and reasons it may continue. In short, the age-ol...
Today I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, financial coach, educational podcasts, and more. We talk about the critical role human financial advisors can play for individuals, we talk about how finding the right advisor doesn't mean they have to be down the street from you, and much more.He also turns the tables on me ...
On this week's show, we are back talking about investing and the markets. Our guest is Herb W. Morgan of Efficient Market Advisors. Herb is a sharp guy, and we get into several interesting and relevant topics. We dive into inflation, and the interesting market reaction to the latest Federal Reserve update to increase their inflation forecast. However, they still maintain that inflationary pressures are largely transitory. Herb believes the bifurcated market reaction, with value stocks all of ...
Investing smarter can mean a lot of things. In the case of serial entrepreneur Rob Kessler, it means investing in yourself. After starting a screen printing and embroidery business, one thing led to another and he learned early that the best investment was in himself. It makes sense because he has a good track record! He also appreciates the importance of diversification, which is important for many entrepreneurs. In this show, he shares his story, gives valuable advice for entrepreneurs, and...
Abbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer of the health insurance behemoth Aetna. Abbie has an inspirational story to share, and we hope you enjoy it.
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