Joe Koster – Sorfis Investments
Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the fir...
26 Jul 202127min
Gil Baumgarten - Don't be FOOLI$H
Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked amon...
19 Jul 202127min
Ian Hunter – Hunter Value Capital
If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets with 50-100 CEOs each year in the tech, software, cr...
13 Jul 202126min
Steven Kiel – The Art of Investing
Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planne...
6 Jul 202128min
Stocks for Beginners Quick Tip - Understanding Asset Classes
Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why they are important to understand in constructing y...
30 Jun 20212min
Daniel B Kline – Time is on Your Side
7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve your investing.https://7investing.com/“Owning individua...
24 Jun 202131min
Beer in Front of Investing
Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zalitoris. We talked a little about me, some basics on...
11 Jun 202116min
Quick Tip - What's an ETF?
Doug Morris is the CEO of Sharesight, a portfolio tracking tool for managing your investments and making tax reporting simpler and easier. In this Quick Tip Doug explains ETFs and their importance in ...
8 Jun 20212min
