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Fun Money Podcast episodes
- Top Ten Rules for Good Financial Behavior
In this episode of the Fun Money Podcast, Josh & Ross discuss (and debate) the top ten guidelines to follow for good financial health, including topics such as debt and when to buy a house.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – EDM - https://open.spotify.com/album/0BqURnT3y12BQqlypGTiyi
Josh – Creed - https://open.spotify.com/artist/43sZBwHjahUvgbx1WNIkIz24 min - Basics of Health Insurance
In this episode of the Fun Money Podcast, Josh & Ross talk about the necessity of health insurance, discuss the common terms used when discussing health insurance, and detail some different kinds of health insurance.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Saturday in the Park -https://open.spotify.com/track/6suCI1pLqqvVVLLvLzjoKc
Josh – Symphonic Music - https://open.spotify.com/artist/5yD73qOOW6Eb5bc8OZ5vZn22 min - Don't MISS these things when reviewing your portfolio!
In this episode of the Fun Money Podcast, Josh & Ross discuss how to interpret and analyze your portfolio's performance, what it means to have a benchmark, and how to systematically keep your portfolio on track with your strategy.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Kanye West - https://open.spotify.com/album/0FgZKfoU2Br5sHOfvZKTI9
Josh – 90's Grunge Rock - https://open.spotify.com/artist/64tNsm6TnZe2zpcMVMOoHL20 min - Which Shares Should You Sell?
In this episode of the Fun Money Podcast, Josh & Ross talk about which shares you should sell for tax purposes, how the tax system works depending on when you sell your shares, and how psychological obstacles can influence rational decision making, especially with finances.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Chris Isaak - https://open.spotify.com/artist/7290H8m1Dwt8G7jm1y9CQx
Josh –Twin Flames - https://www.audible.com/pd/ITEM_NAME-Podcast/B08LNRK18R16 min - When is Debt Ok?
In this episode of the Fun Money Podcast, Josh & Ross discuss the intricacies of debt, including when it is okay to have debt, what things to keep in mind when taking on debt, and the best way to reduce your risk overall.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Dad Rock - https://open.spotify.com/artist/0rvjqX7ttXeg3mTy8Xscbt
Josh – David Bowie - https://open.spotify.com/artist/0oSGxfWSnnOXhD2fKuz2Gy31 min - Synthetic Equity
In this episode of the Fun Money Podcast, Josh & Ross talk about their strategy of synthetic equity, a newer way of building a portfolio that involves call options and bonds, rather than the traditional mixture of stocks and bonds, which is overwhelmingly more common. They detail their personal experiences of success with synthetic equity, as well as how it differs from common strategies.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – The Lion, the Witch and the Wardrobe - https://www.audible.com/pd/The-Lion-the-Witch-and-the-Wardrobe-Audiobook/B002V1NHJ2
Josh – Phil Collins - https://open.spotify.com/artist/4lxfqrEsLX6N1N4OCSkILp24 min - Depreciation Recapture
In this episode of the Fun Money Podcast, Josh and Ross discuss depreciation recapture and how it can relate to real estate and tax.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Tom Petty - https://open.spotify.com/artist/2UZMlIwnkgAEDBsw1Rejkn
Josh – The Fame - https://open.spotify.com/artist/6SFIeL1DTqaaO5zKg9999K25 min - Basics of Bonds
In this episode of the Fun Money Podcast, Josh & Ross talk about how bonds work and why bonds are currently down.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Summertime by Will Smith and DJ Jazzy Jeff - https://open.spotify.com/track/3NHfaIO3ELy1nm9tpMwzp9?si=32b90d85e5f54921
Josh – 80's music inspired by Stranger Things - https://open.spotify.com/track/29d0nY7TzCoi22XBqDQkiP?si=d7f2be078a40424122 min - Is this the right time for an Roth IRA conversion?
In this episode of the Fun Money Podcast, Josh and Ross discuss the details of a Roth IRA conversion, and whether it is advantageous to do so during this economic downturn. They also discuss the dangers of jumping to conclusions, especially with financial decisions.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Inheritance Games - https://www.audible.com/pd/Inheritance-Games-Audiobook/154916046X
Josh – 13 Hours in Benghazi - https://www.audible.com/pd/13-Hours-Audiobook/B00MMHE38420 min - Which Shares Should You Sell?
In this episode of the Fun Money Podcast, Josh & Ross talk about which shares you should sell for tax purposes, how the tax system works depending on when you sell your shares, and how psychological obstacles can influence rational decision making, especially with finances.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Chris Isaak - https://open.spotify.com/artist/7290H8m1Dwt8G7jm1y9CQx
Josh –Twin Flames - https://www.audible.com/pd/ITEM_NAME-Podcast/B08LNRK18R16 min
About Fun Money Podcast
From the publisher's feed
Two financial planners giving money a sense of humor and putting fun in fu-nance. Listening to the conversations between these two advisors will make your financial education a pleasurable…
experience. Fun Money podcast is solely for informational purposes. All information shared should be viewed as general in nature. Individuals should seek the advice of a professional for all tax, legal, and financial help for their specific situation. Insight Wealth Partners, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investment involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place.