Gentleman Speculator

Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors.

Commentary is offered on these films -

Groundhog Day
The Wolf of Wall Street
Glengarry Glen Ross
Wall Street
Moneyball

Show notes for this episode-
https://simplewealthkc.com/worth-the-money/

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse.

Here's a story for my KC friends about the civil war, buried treasure, and the building of our city.

Show notes for this episode-
simplewealthkc.com/donnelly

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Eric Jorgenson did something incredible with his book "The Almanack of Naval Ravikant: A Guide to Wealth and Happiness." Eric curated the best of Naval’s wisdom from twitter, podcasts, and writings into one resource. I was only vaguely familiar with Naval’s work prior to reading the book and am grateful that Eric created the resource for learning more about him. 

Naval Ravikant is the founder of Angel List, an early stage investor in companies like Twitter and Uber, and has one more popular Twitter accounts that I have seen. He's known for his thoughts on investing, entrepreneurship, crypto, and wealth.

Show notes for this episode-
simplewealthkc.com/eric

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery outlines the case for choosing not to retire in this solo episode. Special thanks to Joshua Sheats of Radical Personal Finance and John Mayer, both of whom played a special role in inspiring this idea.

Show notes for this episode-
simplewealthkc.com/neverretire

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Fr. Marsh was Fort Dodge's beloved priest during it's Pioneer Days

Father John Marsh was an englishman and a widower who became a Catholic priest. He was the Pastor of Corpus Christi Church in Fort Dodge, IA from 1859-1865. His forgotten story of selfless service to the pioneers of Northwest Iowa deserves to be heard.

Show notes for this episode-
simplewealthkc.com/marsh

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

How should Patrick Mahomes manage his wealth? After all, it is not every day that a Kansas City man in his 20s earns a $503 million contract. That sounds like a good question for two guys on the internet to podcast about.

To do that, I enlisted the help of Ethan Hutcheson, AAMS®. Ethan is a Wealth Manager at Metcalf Partners Wealth Management in Overland Park, KS and a Patrick Mahomes superfan.

Show notes for this episode-
simplewealthkc.com/mahomes

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery rounds up four of Kansas City's best Financial Advisors and asks for their tips that fellow young people need to become wealthy. Enjoy this advice from CERTIFIED FINANCIAL PLANNERS™ Mike Zung, Donovan Brooks, Matt Gazaway, and Kyle Hill.

Show notes for this episode-
simplewealthkc.com/advice

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

300 years ago France was on fire because of the Mississippi Bubble, a "greatest hits" story in the history of financial madness.

Speculation on hopes for the Louisiana Territory had created interest in opening up trade near "Kawsmouth" (modern day KC).

Here's the story.

View show notes discussed in this episode at - www.simplewealthkc.com/bubble

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
"Te Deum Laudamus" as performed by Graduale Project

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Empowered Electric's Founder Josh Levin has one of the best entrepreneur success stories in Kansas City today. Andy Flattery sat down with Levin and Will Severns to talk about how the company got off the ground, how they invest in people, and the lessons that can be learned from a local service business that is killing it. 

View show notes discussed in this episode at - www.simplewealthkc.com/empowered

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I think the student loan crisis is one of the key financial issues of the day, especially for my generation. That is why I wanted to discuss the issue with Ryan Derks. Ryan is a Financial Advisor like me and he’s also a candidate for US Congress here in the state of Missouri. Ryan has some interesting ideas on how to fix the student loan crisis on a policy level.

So we’re going to get into it in this podcast. What is the student loan crisis? What is the magnitude of it? Most importantly, how do we get out of it? Lastly, you’ll hear about how we got into the Student Loan crisis and how the federal government has contributed to it.

Enjoy the second episode of The Reformed Financial Advisor!

View show notes discussed in this episode at - www.simplewealthkc.com/studentloans

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

Subscribe to emails at https://www.gentlemanspeculator.com/

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.