Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions.

Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances.

Dan and Brian conclude their discussion of Excess Returns, including the mindset necessary of great investors and indicators that those great investors followed.

Brian and Dan continue their discussion of Excess Returns

To read the article we referenced, click HERE.

Brian and Dan discuss Excess Returns, by Frederik Vanhaverbeke.

Brian and Dan discuss investing for children, including the various types of accounts like 529 plans, Coverdell accounts, and UTMA/UGMA accounts.

Dan and Brian discuss some things they learned from a family that went through Alzheimer's disease in their family.

Dan and Brian discuss caregiving, including:

• Early warning signs that extra help may be needed.
• Family communication
• Being a caregiver vs being a family member

Dan and Brian finish their discussion on Morgan Housel's book: The Psychology of Money

Brian and Dan continue their discussion of Morgan Housel's excellent 2020 book, The Psychology of Money.

Part one of 3 episodes covering Morgan Housel's book, The Psychology of Money.