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In this episode of The Capitalist Investor, we pick up where we left off a couple of weeks ago with the top 10 retirement planning tips for 2021! We cover the remaining 5 tips that Forbes recently covered in their article. Which ones are worth your time and investment? Listen to find out!

Outline of This Episode

• [1:18] #6: Practice retirement spending now
• [3:37] #7: The Coronavirus hardship withdrawal 
• [4:29] #8: Reassess your post-crisis risk tolerance
• [6:12] #9: Consider part-time work in retirement
• [7:06] #10: Should you postpone your retirement?

Resources & People Mentioned

• Top 10 Retirement Planning Tips for 2021
• How to Plan for Rising Healthcare Costs

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

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

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

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The housing market is on fire. There are 1.45 million licensed realtors in the US but only 1.03 million existing homes for sale in the US. Inventory has plummeted as houses are bought off the market left and right. Where do we see the housing market going? Should you consider buying a home? Listen to this episode of The Capitalist Investor for our thoughts!

Outline of This Episode

• [0:21] The booming housing market
• [3:33] It’s time to build more houses 
• [4:57] The challenges for home buyers
• [9:10] The headwinds facing the real estate market
• [12:59] The unexpected Miami real estate

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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What are the top 10 retirement planning tips for 2021? Forbes recently wrote an article outlining their top 10 tips—but are they legitimate? In this episode of The Capitalist Investor, we dissect their article and share what we think is the better strategy. Check it out!

Outline of This Episode

• [1:14] Tip #1: Be ready for early unplanned retirement
• [3:07] Tip #2: Deal with your debt immediately
• [5:35] Tip #3: Prepare a health insurance strategy
• [7:21] Tip #4: Maximize your HSA contributions
• [8:49] Tip #5: Understand your retirement income options

Resources & People Mentioned

• Top 10 Retirement Planning Tips for 2021
• How to Plan for Rising Healthcare Costs

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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The latest $1.9 trillion stimulus package—that included $1,400 per person—started hitting bank accounts recently. A recent report from Deutsche Bank looking at people between 32–54 years old, found they were planning to spend 37% of their checks on stocks. Half of those ages 25–34 planned to invest 50% of their stimulus money on stocks. With an upswing in spending in the stock market, which companies could benefit the most? Which do we think could be good picks? Listen to this episode to find out!

Outline of This Episode

• [2:00] The latest stimulus package passed
• [5:32] Two different ways to look at this
• [12:10] Expedia
• [13:43] Bank of America
• [14:53] Anheuser-Busch InBev
• [15:52] Coca-Cola
• [17:04] Southwest + Alaska Airlines
• [18:34] Disney
• [20:38] MGM & Caesars
• [22:02] Wyndham Hotels
• [23:38] VICI properties 

Resources & People Mentioned

• ‪11 Recovery Stocks That Could Get a Stimulus Spark‬

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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Nate Fisher and Luke Lloyd join me in this episode of The Capitalist Investor to talk about the golden rule of investing: Don’t be dumb. Don’t do things you shouldn’t be doing. It seems simple, right? So what are some dumb decisions we seen people make? What should you do instead? Listen to learn more!

Outline of This Episode

• [1:00] The Golden Rule of Investing
• [2:10] Don’t be left holding the bag
• [4:20] Are you investing—or gambling? 
• [6:42] Are you shooting for a home-run?
• [9:52] Be wary of the knuckleball
• [13:50] Do your homework

Resources and People Mentioned

• Nate Fischer
• Luke Lloyd

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it! 

Outline of This Episode

• [0:30] Pimping your performance
• [4:45] Outperformance in a diversified strategy
• [7:10] Catherine Wood of ARK Invest
• [11:32] The right risk concentration
• [12:14] Cheer on the success of others
• [15:07] There is a place for thematic strategies

Resources & People Mentioned

• Catherine Wood

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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In this special throwback episode of The Capitalist Investor, Derek and I cover 5 behavioral finance errors to keep in mind (and steer away from): confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. If you need to make better decisions with your portfolio, this is a can't-miss episode!

Outline of This Episode

• [1:22] Misbehavior costs you 
• [2:53] Confirmation bias
• [4:36] Information bias
• [7:34] Loss aversion
• [10:23] Oversimplification tendency
• [12:30] Hindsight bias

Resources & People Mentioned

• The Tesla Cybertruck
• Apple

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

Subscribe to The Capitalist Investor

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Warren Buffett has been making a lot of portfolio moves. He recently sold 11 stocks—and then bought 10. We won’t dissect all of them but we do want to talk about the common themes. What sticks out? What confuses us? Would we make any of the same trades? Listen to this episode of The Capitalist Investor to learn more!

Outline of This Episode

• [2:03] Warren Buffett’s 21 portfolio moves
• [2:45] The stocks that Warren Buffett dumped
• [12:43] Warren Buffett’s buys
• [21:13] Our final takeaway: does anyone care?

Resources & People Mentioned

• 10 Stocks Warren Buffett Is Buying (And 11 He's Selling)

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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Now that we have a blue president and senate, it’s looking like Cannabis will be federally legalized. That means the entire legalization process will be accelerated across the US. We see opportunities opening up in US-based cannabis companies. But are you too late to the game? Or will momentum continue to push things in a positive direction? Listen to hear our take on cannabis stocks, what you could buy, and the future of the industry. 

Outline of This Episode

• [0:25] Cannabis in the stock market
• [6:08] The US-based cannabis companies
• [8:32] Stock #1: Green Thumb (GTBIF)
• [10:26] What the numbers tell us
• [16:42] Stock #2: Curaleaf (CURLF)
• [21:58] Stock #3: Turning Point Brands (TPB)
• [23:20] The ETF options for cannabis stocks
• [24:08] Are you too late to the party?

Resources & People Mentioned

• Curaleaf
• Green Thumb
• Turning Point Brands
• Marijuana sales in 2020

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

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Amazon is the 2nd largest company in the entire world. It’s in most of our client’s portfolios. So everyone’s big question is: Will Amazon stay healthy now that Jeff Bezos is stepping down as CEO? What does this mean for Amazon? What are his next steps? In this episode of The Capitalist Investor, we look at how Amazon was started, how it’s grown, and where we see it heading. Don’t miss it! 

Outline of This Episode

• [0:25] Jeff Bezos is stepping down
• [3:18] What role should Bezos play?
• [8:57] Where did Amazon start? 
• [9:53] The new CEO: Andy Jassy
• [12:44] Will the change impact Amazon?

Resources & People Mentioned

• Jeff Bezos
• Andy Jassy
• Tim Cook 

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• 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

Show Notes by
PODCAST FAST TRACK
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