Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my mentor and a very special person in my life, Mr. Sandy Robertson. Sandy and I met on a long flight and have remained close ever since. He is one of the most respected people I know in terms of business success but also in the difference he has made in people’s lives. He founded Robertson Stephens Investment Bank, Francisco Partners, and currently holds a Director position with Salesforce.com.

In this episode of Biderman’s Money Pod, we discuss the following:

• Why finance is a great career path

• Industries resistant to market fluctuations

• Risks in the current market environment

Key Discussion Points:

[1:57] Sandy shares the extensive list of companies he helped to take public and his role at Salesforce.com.

[3:39] Sandy’s current venture, Francisco Partners, attempted to buy back his very first Investment Bank, Robertson Stephens, after it was held by America First and Boston Bank.

[4:51] Sandy shares a key commonality of the companies Francisco Partners is currently investing in.

[6:10] Why Sandy chose to work in finance just out of college and why he still enjoys it.

[8:20] What are the biggest risks in the market and what companies are resistant to market fluctuation?

[10:35] Sandy reflects on one of his favorite investment stories.

[12:21] Sandy’s advice for young men and women who want to become competent in life and business.

Resources:

CharlesBiderman.com

Charles Biderman on Facebook

Mr. C. Biderman on YouTube

@CBiderman on Twitter

Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my long-time friend, Allan Sloan. Allan is a highly-regarded financial journalist who is a seven-time Loeb recipient. He has written financial pieces for Forbes and Fortune and is currently a columnist for the Washington Post.

In this episode of Biderman’s Money Pod, we discuss the following:

• A tried and true investment method

• Don’t get carried away

• Finding unbiased financial outlets

• Beware of Cryptocurrencies

Key Discussion Points:

[1:14] Drawing from the well of his experience, Allan recommends a tried and true method for individuals who may not feel competent enough to invest in the market.

[5:47] Allan shares the secrets to spotting investment gimmicks and why individual investors should avoid getting carried away.

[8:50] Find unbiased, honest news media to stay financially adept but an investment philosophy should remain the same, no matter the ebbs and flows of the daily market.

[13:35] Reason to beware of Cryptocurrencies and Allan’s view of it.

Resources:

CharlesBiderman.com

Charles Biderman on Facebook

Mr. C. Biderman on YouTube

@CBiderman on Twitter

Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today, Pimm Fox, was an anchorperson at Bloomberg at TV and Radio until recently retiring. Pimm shares his experience of working with an investment advisor and his advice for individual investors who want to become competent at investing in the markets.

In this episode of Biderman’s Money Pod, we discuss the following:

• Why dollar cost averaging works even in down markets.

• Why money managers won’t disclose their success rate

• The importance of having financial conversations with people other than money managers.

• Why cryptocurrencies crash

Key Discussion Points:

[1:40] Pimm’s advice for individual investors who want to become competent and effective in investing in the markets.

[3:45] Dollar cost averaging explained, and why it works even in down markets.

[9:53] Pimm expresses the importance of learning from other people’s investment experiences, other than people who have a financial stake in the conversation.

[17:19] Most people who manage money are not as smart as they want people to think they are.

[18:11] Pimm shares a personal financial story about working with an investment firm he subsequently left.

Resources:

CharlesBiderman.com

Charles Biderman on Facebook

Mr. C. Biderman on YouTube

@CBiderman on Twitter

Welcome to the first episode of Biderman’s Money Pod. The design purpose of this podcast is to provide you, the individual investor, with everything you need to beat the results you have been getting when giving your money to others to manage, whether it is money managers, mutual funds, or a broker.

The unknown truth is 15,000 SEC-registered investment advisors are, in essence, legally STEALING over a trillion dollars every year. It comes directly from the $135 trillion investors have given them to manage. This podcast series shines a light on the “malpractice” and gives you the tools to manage your own money.

In this episode of Biderman’s Money Pod, I explain the following:

• Why many individuals feel incapable of managing their money.

• How almost all money managers underperform the overall market when compared with the index fund.

• The design purpose of money managers and their high fees.

• The four distinctions for you to be successful without a money manager.

• Why Biderman’s Money Pod is worth your time and how it will help you outperform the markets.

The Four Distinctions to Be Successful Without a Money Manager:

1. You are capable of managing your own money. You are as competent in the area of money as you are for the rest of your life if you do your homework.

1. The money manager business, whether a mutual fund or personal money manager, is taking advantage of the average investor’s feeling of inadequacy.

1. You can perform adequately and confidently, and most likely outperform so-called professionals, again, if you do your homework.

1. Watch and listen to this pod to learn what you need to know.

Resources:

CharlesBiderman.com

Charles Biderman on Facebook

Mr. C. Biderman on YouTube

@CBiderman on Twitter