Capitalist Investor

Choosing the right financial advisor to work with can be a difficult decision.  To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy.   Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with. 

[1:26] Number 1: Decide what part of your financial help you need help with
[4:00] What a good financial advisor should be doing in the first meeting
[ 5:40] Number 2: Learn about the different types of financial advisors
[9:30] Number 3: Choose what financial services you want
[15:34] Number 4: Decide how much you can afford to pay for a financial advisor
[18:24] Number 5: Research a financial advisor
[21:09] Important question: Why a financial advisor is in this business?
[23:00] Number 6: Make sure they answer your questions directly
[24:14} BONUS Number 7: What makes you different from their competition?


What was discussed in this episode:
Forbes Article


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Mark and Derek discuss the meme stock mania.  Everyone is talking about how these stocks are changing the way some people look at investing in the market.   A flurry of individual investors, spurred on by Reddit’s WallStreetBets community, has sent share prices soaring in companies that Wall Street had largely forgotten. And plenty of people have seen substantial gains in a short period of time. Who is investing in these stocks?  How have these trends changed investing?   How should you approach buying these stocks?

[3:12] SWP's methodology in choosing stocks
[4:28] Who is investing in these stocks?
[5:58] Their takes on the AMC & Gamestop stocks
[8:44] What is Naked Brands?
[10:37] What is Humble?
[13:04] How you should approach these stocks?
[16:58] Micheal Burry's thoughts on these stocks article
[18:09] Melvin capital goes under from shorting Gamestop article

Resources & People Mentioned

AMC https://finance.yahoo.com/quote/AMC/
GAMESTOP https://finance.yahoo.com/quote/GME/
CLOVER HEALTH INVESTMENTS https://finance.yahoo.com/quote/CLOV/
WENDY'S https://finance.yahoo.com/quote/WEN/
NAKED BRANDS https://finance.yahoo.com/quote/NAKD/
HUMBLE https://www.humbl.com/
Wall Street Bets https://www.reddit.com/r/wallstreetbets/
SILVERGATE CAPITAL https://finance.yahoo.com/quote/SI/
Micheal Burry article
 

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• The SWP Connect YouTube Channel

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About 69 million Americans now say Covid prompted them to change their retirement timing. That’s up slightly from 68 million as of May 2020.

Mark & Derek discuss what has impacted people's retirements that caused people to push back their retirement.   What caused this?  What decisions were made that forced this?  Are you one of these people?

Outline of This Episode
[5:44] Retirement savings disrupted
[8:28] What would happen if you missed the 20 best days?
[11:27] 34% of workers feel less confident & 23% of retirees feel less confident
[ 23:05] What should people do to make sure they are not stopping their retirement? 

Resources & People Mentioned

CNBC Article https://cnb.cx/3wKgMY0

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• The SWP Connect YouTube Channel

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Mark and Derek will continue their discussion on how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax increases are passed?

OUTLINE OF THIS EPISODE
[1:00} Recap the first two plans
[1:20] Number Three: Raise taxes on the step-up inherited property
[7:00] Number Four: Tax Carried Interest Taxed as Ordinary Income
[9:55] Number Five: Like-Kind Exchanges
[12:35] Number Six: Extend the business loss Limitation Rule
[14:24] Number Seven: Increasing Enforcement Activities



Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• The SWP Connect YouTube Channel

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The opinions expressed in the podcast are for general informational purposes
only and are not intended to provide specific advice or recommendations for any investment, legal, financial, or tax strategy. It is only intended to provide
education about the financial industry. Please consult a qualified professional
about your individual needs.

Part one of how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax increases are passed?


OUTLINE OF THIS EPISODE

[3:35] President Biden's six trillion dollar budget proposal
[5:00] Deficit spending to get out of a hole
[7:40] How the Ultimate Warrior is similar to the stimulus checks (greatest analogy ever)
[12:20] Number One: Increase the top income tax rate
[18:00] Number Two: Raising the capital gains tax

LINKS TO THINGS DISCUSSED
WWE LEGENDS https://www.biography.com/tag/wwe-legends

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Connect With Mark Tepper

• Twitter: @MarkTepperSWP
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• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected] 

Subscribe to The Capitalist Investor

The opinions expressed in the podcast are for general informational purposes
only and are not intended to provide specific advice or recommendations for any investment, legal, financial, or tax strategy. It is only intended to provide
education about the financial industry. Please consult a qualified professional
about your individual needs.

Subscribe to The Capitalist Investor

What is activist investing? When an activist investor buys into a company, is it good or bad? In this episode of The Capitalist Investor, we’ll share what an activist investor is and what they do. We’re also going to dissect 13 different stocks that activist investors recently bought into—and whether or not we think that’s a good move. Don’t miss it!

Outline of This Episode

• [1:23] What is activist investing? 
• [4:05] #1: First Energy stock
• [5:56] #2: Intel
• [8:18] #3: Kohls
• [11:58] #4: ExxonMobil
• [13:57] #5: Bausch Health
• [15:12] #6: Dannon Yogurt
• [16:50] #7: Elanco Animal Health
• [18:41] #8: Forward Air
• [20:21] #9: Delek
• [21:35] #10: Prudential
• [23:36] #11: ACI Worldwide
• [24:56] #12: Xerox
• 27:09] #13: Cubic

Resources & People Mentioned

• Get started with a $495 comprehensive financial plan at Your495Plan.com
• Carl Icahn: https://en.wikipedia.org/wiki/Carl_Icahn
• FirstEnergy: https://firstenergycorp.com/fehome.html
• Intel: https://www.intel.com/content/www/us/en/homepage.html
• Kohls: https://www.kohls.com/
• ExxonMobil: https://corporate.exxonmobil.com/
• Bausch Health: https://www.bauschhealth.com/
• Dannon Yogurt: https://www.dannon.com/
• Elanco Animal Health: https://www.elanco.com/en-us
• Forward Air: https://www.forwardair.com/
• Delek: https://www.delekus.com/
• Prudential: https://www.prudential.com/
• ACI Worldwide: https://www.aciworldwide.com/
• Xerox: https://www.xerox.com/
• Cubic: https://www.cubic.com/

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Connect With Mark Tepper

• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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Time Horizon and Its Impact on Your Investment Strategy, Ep #76

What is the importance of time horizon in building out your unique investment strategy? If you’re getting advice from TV, Twitter, and podcasts but your time horizon is different from theirs, you could be getting things all wrong. That’s why you need to incorporate a time horizon into your investment selection process. We talk all about it in this episode of The Capitalist Investor (with COO Tony Zabiegala).

Outline of This Episode

• [0:49] The importance of time horizon
• [3:08] What is the definition of a “hobby bucket?”
• [4:55] Listening to the talking heads on TV
• [9:12] Time horizons as it relates to financial planning
• [13:15] The 60/40 portfolio is outdated
• [15:52] Qualified and non-qualified funds

Connect with Derek Gabrielsen

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Sell in May and go away stems from a saying in England, “Sell in May and go away and come back on St. Leger’s Day.” St. Leger’s Day is the last leg of the British Triple Crown (horse race) around mid-September. Everyone wanted to head out to the country to escape the heat. The basic gist of this saying is that from May–October the stock market experiences what’s known as weak seasonality. However, historically, May–October is typically still positive. So should you sell in May and go away? We share what we think you should do in this episode of The Capitalist Investor!

Outline of This Episode

• [1:04] Sell in May and go away
• [2:24] What the statistics tell us
• [9:35] What short-term investors should do
• [11:17] What long-term investors should do
• [12:48] The adage is a market-timing trap
• [16:54] Sell in May and go away is outdated

Resources & People Mentioned

• ADANI 

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Where is the crypto market right now? Should you buy Bitcoin, Ethereum, Dogecoin, and other crypto? The crypto craze is forging ahead at record speeds, so we’re revisiting the topic. In this episode of The Capitalist Investor, we cover where the crypto market is, a strategy you can use to begin buying it, and talk about the popular options available today. Check it out!

Outline of This Episode

• [0:30] The crypto conversation
• [6:13] Where is the market right now?
• [13:56] The dollar cost average strategy
• [17:45] Bitcoin + Ethereum
• [23:07] Speculative crypto

Resources & People Mentioned

• Blockfolio

Connect with Derek Gabrielsen

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The NFL Draft is here! Even better, Cleveland is hosting it this year. So we decided this week we’re going to parallel the NFL draft with the stock market. How does drafting the best players in the country compare to picking stocks? Even bigger question—who will the Browns pick? Don’t miss this draft-themed episode!

Outline of This Episode

• [3:02] Comparing the NFL draft to stocks
• [3:45] Risk-adjusted returns and draft lineup
• [4:31] Big-ticket players versus the hidden deal 
• [6:06] What position will the Browns pick?
• [8:23] Draft for need to find a complementary player
• [10:05] Sheldon Richardson: working in limited capital
• [15:40] Joe Thomas = the staple in your portfolio
• [16:22] Tom Brady [Super Bowl champion extraordinaire) 
• [18:22] Andrew Barry: Analytics and managing risk 
• [20:11] The biggest losses the Browns have taken

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Connect With Mark Tepper

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• The SWP Connect YouTube Channel

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