Blind Spots

Blind Spots

By Pure PortfoliosBusinessInvesting
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Blind Spots episodes

  • Real Estate Insights and Mortgage FAQs Ft. Kevin Hanna

    Real Estate Insights and Mortgage FAQs Ft. Kevin Hanna 🌐
    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.
    Check out this week’s episode of Blind Spots featuring Kevin Hanna, owner of Lions Capital Mortgage, Inc., as he delves into mortgage options for various life stages, offering valuable advice for first-time homebuyers, seasoned homeowners, and everyone in between.
    Gain market insights and expert guidance on the current real estate environment and get your burning questions about mortgages and lending answered as Kevin addresses listener FAQs with his wealth of knowledge and experience.
    Tune in to unlock the secrets of navigating the mortgage landscape with confidence and clarity!
    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.
    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment.
    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
    --
    Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
    Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
    We are professional human advisors, offering transparent and innovative fees.
    Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.

    57 min
  • Should Taxes Be an Afterthought? | Happy Half Hour with Toby Weber

    Welcome back to Blind Spots, the podcast where we

    navigate through the uncharted territories of personal finance and
    wealth-building.

    In this week's Happy Half Hour, Nik Schuurmans and Toby Weber discuss how taxes fit into the financial planning process, the Bitcoin ETFs price action post-SEC approval, and proper sauna etiquette.

    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment.

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    26 min
  • The New Bitcoin ETF

    Blind Spots Podcast: "The New Bitcoin ETF”

    🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In the newest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the pros and cons of the new bitcoin ETF and answer your most frequently asked questions.

    ✏️ Blogs Referenced:

    - https://www.pureportfolios.com/bitcoin-understanding-the-digital-asset/

    - https://www.pureportfolios.com/bitcoin-what-of-it/

    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment.

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    --

    Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.

    Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.

    28 min
  • The Top 3 Overrated Personal Finance Concepts

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.

    In the latest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the top 3 overrated and underrated ideas in personal finance. They include student loans, the FIRE movement, and life partners. Listen to find out what list these are on.
    ✏️ Book Referenced:
    https://www.amazon.com/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG
    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.
    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!
    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
    --
    Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
    Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
    We are professional human advisors, offering transparent and innovative fees.
    Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.

    23 min
  • The Top 3 Overrated Personal Finance Concepts

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.

    In the latest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the top 3 overrated and underrated ideas in personal finance. They include student loans, the FIRE movement, and life partners. Listen to find out what list these are on.

    ✏️ Book Referenced:https://www.amazon.com/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG

    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    --

    Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
    Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
    We are professional human advisors, offering transparent and innovative fees.
    Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.

    23 min
  • Where Do You Get Financial Advice?

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. Join us in the latest episode of "Blind Spots" as we delve into the pitfalls of seeking financial advice from your social circle or social media. Discover why these seemingly convenient sources may not always offer the most reliable guidance for your financial journey.


    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.


    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!


    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.


    18 min
  • How to Set Financial Goals in 2024 | Simple Money

    How to Set Financial Goals in 2024 🌐

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building.

    In this episode of Blind Spots, we're joined by Tim Metz, Pure's newest advisor. We delve into conducting a financial health check-up, practicing mindful spending, establishing an emergency fund, defining saving and investing goals, strategizing debt payoff, and embracing the importance of celebrating financial wins.

    Join us as we provide actionable insights to help you navigate and achieve your financial aspirations for the year ahead.

    Check out 2024 annual limits here: https://www.kaplanfinancial.com/docs/default-source/wealth-management-library/2024-annual-limits_v2.pdf

    ✏️ Blogs Referenced:

    https://www.pureportfolios.com/how-to-create-a-realistic-budget/

    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.--

    Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
    Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
    We are professional human advisors, offering transparent and innovative fees.
    Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.

    35 min
  • 2024 Election & Markets

    Blind Spots Podcast: "2024 Election & Markets” 🌐

    Welcome back to Blind Spots, the podcast where we

    navigate through the uncharted territories of personal finance and
    wealth-building.

    In this episode of Blind Spots, we unpack what we believe to be relevant in politics, elections, and investing. We don’t advocate mixing politics and investing, but if you can’t help yourself,

    at least you’ll be armed with empirical evidence (it turns out, markets do pretty well in election years).


    ✏️ Blogs Referenced:

    Β·Β Β Β Β Β Β https://www.pureportfolios.com/hot-2024-presidential-talk/


    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind

    Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.


    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we

    navigate the blind spots in personal finance and strive for financial empowerment.

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    16 min
  • Is Bitcoin the New Gold? | Happy Half Hour with Toby Weber

    Blind Spots Podcast: Episode - "Is Bitcoin the New Gold?" 🌐

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Blind Spots, Toby & Nik delve into the Spot Bitcoin (BTC) ETF drama, how BTC might fit in a long-term portfolio, the merits of Gold, and what 20-somethings should focus on with their money.

    Could BTC be the new Gold?

    ✏️ Blogs Referenced:

    β€’ https://www.pureportfolios.com/the-why-in-diversify/

    β€’ https://www.pureportfolios.com/silver-linings-in-a-dismal-year/

    🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

    🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist!

    πŸŒˆπŸ’° Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

    30 min
  • Save Like a Pessimist, Invest Like an Optimist

    πŸŽ™οΈ Blind Spots Podcast: Episode - "Save Like a Pessimist, Invest Like an Optimist" 🌐

    Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this insightful episode, we delve into the intriguing philosophy inspired by Morgan Housel's latest book, "Same as Ever."

    Morgan Housel, a renowned financial writer, once said, "Save like a pessimist, invest like an optimist." What does this mean for your financial journey? Join us as we dissect this thought-provoking quote and explore its implications on your saving and investing strategies.


    πŸ€” Key Takeaways:

    • Unpacking Morgan Housel's wisdom: Understanding the balance between caution and optimism in financial planning.
    • Saving like a pessimist: Practical tips and strategies to build a robust financial safety net in uncertain times.
    • Investing like an optimist: Exploring growth opportunities and navigating the ever-evolving landscape of investment with a positive mindset.
    • 🎧 Listen and Subscribe:
      Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

      🌟 Leave a Review:

      If you enjoyed this episode, please leave a review on [your preferred podcast platform]. Your feedback is crucial in helping us continue to bring you valuable content.

      Join us as we navigate the blind spots in personal finance and strive for financial empowerment. Remember, it's all about saving like a pessimist and investing like an optimist! πŸŒˆπŸ’°

      --

      Disclaimer:Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

      21 min

    About Blind Spots

    From the publisher's feed

    Welcome to Blind Spots, a podcast where we help you fill the gap between what you want to do with your money and what you actually do. We are professional investors, writers, and financial planners…