Ep. 36 - Ukraine Chaos
In this episode, we discuss the Ukraine chaos that has rocked the markets this week. What strategies can you employ to help your portfolio when there is so much chaos going on around the world? Thes...
27 Feb 202224min
Ep. 35 - Wash-Sale Rule
Taxes... So much fun are they not? In this episode, we discuss the Wash-Sale rule that has seemed to trip a lot of traders up over the past year. What is it and how can you manage it are discussed. ...
20 Feb 202225min
Ep. 34 - Stock Splits and Life Insurance
In this episode, we discuss earnings from $FB, $GOOGL, $AMZN, and $F. We talk about the upcoming $GOOGL stock split and how impactful it could be for your portfolio. We also begin the discussion on ...
6 Feb 202230min
Ep. 33 - Plant Your Tree
"Someone is sitting in the shade today because someone planted a tree a long time ago" - Warren Buffet... With all the market volatility this month we look back at one of the best quotes from The Orac...
30 Jan 202225min
Ep. 32 - Zach Boothe
This week we are joined by Zach Boothe, real estate expert and host of the Driving For Dollars podcast. Zach discusses how he went from being a window washer to owner of a real estate business. He a...
23 Jan 202231min
Ep. 31 - Sit On Your Hands
In this episode we discuss early volatility the market has had in 2022. We discuss how this can cause investors to want to take some sort of "action" but often the best thing you can do is nothing. ...
16 Jan 202221min
Ep. 30 - Lee Michael Murphy
This week I am joined by a fellow financial advisor, Lee Michael Murphy. Lee is a co-host of the Free Retiree Podcast and discusses with me what got him interested in the investment business. We als...
9 Jan 202242min
Ep. 29 - And Now, Your Goals!
On this special New Years episode we are excited to be joined by four guests who share their strategies and thought process for setting their 2022 goals. Each guest might have different goals and str...
1 Jan 20221h 24min
