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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
61 Episodes
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I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovations like Bitcoin, displays skin in the game, and always a willingness to risk it all. Episode page: www.simplewealthkc.com/post/notes-on-young-mich...
In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, gui...
In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige. All in all an interesting conversation that combines legacy, finance, and th...
I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:Building onlineJoining Swan Private ClientAndy hates soccer/Isaiah likes soccerCOVID breaking our brainsHow FAs simp for inflationBitcoin and the american dreamEpisode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglassGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the O...
I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:Dropping out of college 3 timesA vision for how Catholic monasteries could adopt bitcoinObsessing over great cultures of the past without larpingPeter Thiel's progress & decline thesisGatsby, Elon, and fostering better elitesThe Sovereign Collective > The Sovereign IndividualEpisode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-penicheGet the ...
I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marionGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@s...
My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. Books discussed:The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. You Can Be a Stock Market Genius - Joel GreenblattThe Driver - Garet GarrettThe Bitcoin Standard - Saifedean AmmousThe Ethics of Money Production - Guido HulsmannBitcoin is Venice - Allen Farrington & Sacha MeyersEpisode page - ww...
Warren Buffett says to read 500 pages a week. Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives?Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. Books discussed:The Crusades - Thomas AsbridgeCaponeThe Franco Regime - Stanley PayneStart with No - Jim CampNo B.S. Time Management for Entrepreneurs - Dan KennedyExpect to Win, Hate to Lose - Matt FureySacred Then a...
Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth. Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/Get the essential list of The Reformed Financial Adv...
Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such a...
Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son. Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nati...
Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect...
I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage!In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles.Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/Get the essential list of The Reformed Financial Advisor epis...
In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations.Merry Christmas & Happy New Year!Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900...
Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:- The dead end of "trying to make money on bitcoin"- What is going well regarding tools and the regulatory environment- What is on our wish list of products & services - Why FAs should take their own advice and play the long game with bitcoin- Introducing the Bitco...
In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:- The Tax Planning mentality- Writing a book to standout as an expert- Is Bitcoin in a 401(k) even a good idea?- What Romney SHOULD have done with his huge IRAOutro: https://www.youtube.com/watch?v=ZOaj1TCMowsGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery i...
Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments. They don’t credit a goals based plan for retirement that they made 30 years ago!Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests, take small risks & be a tinkerer, and don't retire, just pivot. ...
Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets. Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86MgcGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Tw...
I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and bitcoin charity. If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website. Get the essential list of The Reformed Financial Ad...
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