Can't Take It With You

Can't Take It With You

By Austin Wealth ManagementBusinessEducationInvestingHow To
Download on the App Store

Can't Take It With You episodes

  • #32: Winning the Credit Card Game
    Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share.
    • How credit cards impact credit scores
    • Strategies to improve credit scores using credit cards
    • Using the 'soft benefits' of credit cards
    • Strategies to maximize cash rewards
    • When does it make sense to pay annual fees?
    • When is it worth it to get the unlimited 'black card'?
    37 min
  • #31: Seeking High Interest and Low Risk

    Derek Ripp meets with Gary Zimmerman of MaxMyInterest to discuss the fragility of banks, risks to cash depositors, and strategies to reduce risk and optimize yield on cash in bank accounts.

    · Cash is King or Cash is Trash?

    · What should investors learn from the Silicon Valley Bank fiasco?

    · What is the risk to cash beyond FDIC limits?

    · How MaxMyInterest provides FDIC covered accounts on large deposits

    · Fighting the effects of inflation on cash

    · Actively managing savings accounts for higher yields

    37 min
  • #30: Mortgages – Every Point Counts

    Veteran mortgage professional, Russ Laing of Vista Lending, joins us with insight about the dramatic changes in mortgage lending since rates more than doubled in the past year, and what borrowers can do to improve their terms on new mortgages.

    • Has the market really cooled off?
    • How do lenders make money?
    • Why are jumbo rates often so different from conventional rates?
    • How ominous are current mortgage statistics?
    • What can a borrower do to drive down the interest rate they receive?
    • What should self-employed borrowers know about how lenders look at income?
    • How to think about buying points?
    • Which mortgage products have become useful again?
    • What drives mortgage interest rates?
    • Will blockchain technology ever disrupt the industry?
    38 min
  • #29: All that Glitters: A Brief History of Gold

    Matt interviews George Milling-Stanley, Chief Gold Strategist for State Street Global Advisors. Spanning the historical to the practical, George gives a breakdown of gold's role over the years, the investment case for gold, and surveys the present state of the market.

    • George's personal 50 year history with gold
    • What happened in 1971 and what gold was prior to that date
    • Gold's investment role and place in a portfolio
    • The current state of the gold market
    • The recent history, 1971 - Present
    43 min
  • #28: Questioning the Nature of Passive Investing Reality

    Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Michael shares the unique lens through which he analyzes markets and articulates his concerns around changes in the underlying market structure.

    • When did he begin to question the underlying tenets of his traditional valuation background and education?

    • Separating truth from fiction in the 30-year overnight success story of passive investing.

    • What are the implications of changing market structure?

    • How is Simplify creating products that utilize options and other derivatives to help mitigate the impact on portfolios from these structural changes?

    • Assessing the market behavior of 2022 and looking ahead

    47 min
  • #27: Adapting to a Different Real Estate Market
    • Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics!
      • The market transitioning from blazing hot to warm
      • Supply and demand forces in Austin
      • The impact of higher mortgage rates on buyers and sellers
      • The 'missing middle' housing problem
      • The negotiating table: buyers vs sellers
      • Real estate as an investment
      • Evaluating schools
      • Best bang for the buck on home improvements
    45 min
  • #26: Broken Bonds

    Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categories of bonds, the recent outcomes for each, and what investors should be prepared for when investing in bonds going forward.

    33 min
  • #25: Levels of Tax Efficiency
    Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about:
    • Levels of tax strategies
    • Understanding your relationship with the IRS
    • Business deductions often overlooked
    • How to get the most out of your CPA
    • Perspectives on audit risk
    33 min
  • #24: Not stocks, not bonds, what else? Part 2: Trading Strategies
    Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question 'what else is there?'. This Part 2 episode focuses on 'trading strategies' as a category of alternative investments. The conversation includes discussion of the characteristics, expectations and investment methods with respect to:
    • What purpose can trading strategies serve in a portfolio?
    • Buy-and-hold vs alternative trading strategies
    • Using the whole trading tool kit
    • Contrarian value strategies
    • Price trend following strategies
    • From hedge funds to exchange traded funds
    39 min
  • #23: Not stocks, not bonds, what else? Part 1: Real Assets
    Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question 'what else is there?'. This became Part 1 of an expected two part series on the topic, focused on the category of real assets. The conversation includes discussion of the characteristics, expectations and investment methods with respect to:
    • Real estate
    • Infrastructure
    • Commodities
    • Currencies
    48 min

About Can't Take It With You

From the publisher's feed

Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we…