Replay Episode 46: Accredited Investor and other Investor Classifications
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In this episode, I discussed what is an Accredited Investor and what opportunities are available to people who qualified and an Accredited Investor. I also discussed Qualified Client and Qualified Purchaser. Welcome to the world of expanded investment opportunities!
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Episode 215: Is the Free $1,000 From a Trump Account Actually a Trap
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Trump Accounts (technically known as 530A IRA savings plans) became available for parents looking to build wealth for their kids. But are they actually worth it? In this follow-up to Episode 198, we dive deep into the strict rules, surprising lack of tax breaks for individuals, and…
Replay Episode 88: Shifting from Scarcity to Abundance with Dr. Liz Aguirre
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Dr. Liz Aguirre is a remarkable women. She grew up in poverty without reliable access to food or shelter and is now a mom, wife, and a physician with passion for person-centered health. We talk about how she grew her wealthy mindset and how coaching has assisted that journey. I am …
Replay Episode 2: Arrival Fallacy
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Many of us have fallen into the trap of arrival fallacy, or the belief that you'll finally have lasting happiness once you achieve a specific goal our outcome. Yes, reaching goals can make us feel happy for a while, but eventually that becomes your new baseline and life goes back …
Episode 217: Why Money Won't Cure Your Financial Anxiety
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If you could make ONE problem in your life disappear tomorrow, would it be money? In this episode, we dive into a surprising truth: no amount of money will automatically make you stop worrying about money. Whether you’re living paycheck to paycheck or sitting on millions, financial…
Replay Episode 11: Can Money Buy You Happiness?
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Can money actually buy happiness? While we often hear that it can't, psychological and behavioral research tells a more nuanced story. Beyond securing life’s basic necessities, extra income hits a ceiling of diminishing returns—and higher wealth can even bring unforeseen traps like…
Episode 218: The Simple Transition Every High-Earner Needs to Make: Saver to Investor
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Are you a master saver who feels completely lost when it comes to investing? In this episode, I tackle the "saver’s dilemma": having plenty of cash in the bank, but letting inflation erode its value out of fear, confusion, or lack of time. I break down simple, low-effort steps to …
Replay Episode 30: The Impact of Costs on Investing
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Every dollar paid in fees, expenses, and commissions is one less dollar compounding in your portfolio. In this episode, we break down how small, seemingly minor fees can drag down your investment returns by millions of dollars over a lifetime—and how to keep more of your hard-earne…
Episode 219: How Asset Under Managment Fees Misalign your Financial Advisor's Incentives
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In this episode, we take a deep dive into Asset Under Management (AUM) fees—the standard 1% cut many financial advisors take from your portfolio. While 1% might sound insignificant on the surface, this quiet deduction acts like a constant leak in your financial bucket, pulling mone…
Replay Episode 40: Lump Sum vs Dollar Coast Averaging Investing Strategies
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Replay of Episode 40, which originally aired on March 1, 2023.
What do you do when you have a sudden windfall of money that you want to invest? This may be if you receive a bonus, a large monetary gift, or an inheritance. You would like to invest into index funds, but what's the b…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,827,892و قسمت های196,304,902بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
