Blue Collar Money: Theories of Middle Class Investing

In this episode we discuss the principles behind evaluating risk for the investor and the investment.

In this episode we continue our discussion on understanding the entry fees (ongoing cost) involved around an investment. Whether your goal is to invest in real estate, stocks or businesses it is paramount to know how much it costs to play the game in your chosen lane and what it costs to play the game well.

In this episode we discuss the entry fees around investing in different markets, specifically the stock market and futures market.

In Part 2 of our discussion on the Order of Investing we discuss some of the mechanical components of aligning our values and investments in our short term and long term narrative.

In this Episode we discuss our personal narratives and how we came to an order of investing. In every game and arena there is an order to progress that helps the player/user grow. Some would choose to circumvent the order but in our experience we have found that following basic guidelines for investing will allow you to keep your growth trajectory in tact. In Part 1 of our two part series on 'The Order of Investing' we discuss the first four guidelines we use to help our clients.

In this episode we are discussing our need to seek margin first and fast as investors. Understanding and creating free space in our personal lives as well as our professional, economic, spiritual and relational lives is paramount in making good investment choices.

In this episode we discuss the 7 truths of the financial narrative surrounding US finance. These truths are critical to providing a framework for understanding and navigating the financial and economic landscape. Learning these truths helps to cut through the clutter and empower you to make wise investment decisions.

Investors have a different mindset, a different way of viewing the world, from those who are not. How do we define this mindset? PW Gopal has spent more than 10 years reading, researching, and talking to investors to learn about how they constructed their paradigm. As a result of those years of research he uncovered 10 values that form the mindset of an investor and frame a lifestyle of investment. Today we start by discussing the first value: Treat information amorally.

In this episode Mike and PW discuss the need for everyday, middle class people to take control of their financial future and learn the narrative of investing. We share our hopes and dreams for this podcast, and how we personally made the shift in our own lives from "consumer" to "producer," with an investor mindset.