Invest Smarter

Invest Smarter

By David DeWittBusinessInvesting
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Invest Smarter episodes

  • The FIRE Movement - Take Control of your Future with Susana Selles (EP.42)

    Today I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She is a huge proponent of cryptos and blockchain, and she tells us about its potential. She is the host of her own excellent podcast called Say YES to FIRE: Financial Diaries of a Millennial.

    56 min
  • What is Embedded and Decentralized Finance? How has Fintech Changed how we Bank and Invest? (EP.41)
    What's this episode about?

    My guest for this episode is Tristan Pelloux. He is passionate about all things fintech and is the founder of Fintechreview.net, a media website that has a mission to demystify the world of fintech.

    In today's show, we get into some topics you may have heard of before but aren't really sure what they mean. After listening to this episode, you still may be confused about exactly what embedded, and decentralized finance is, but I think you'll have a better idea. Because I know I am still confused!

    In this episode, we start talking about what fintech actually is because sometimes the term gets thrown around for things that don't actually qualify. Today, we talk about some of the biggest fintech themes, such as payments with companies like Stripe, and how the established banks attempt to stay relevant.

    We also dive into how fintech companies are changing the way we bank and invest. We both seem to agree that some of the companies that have "democratized" investing, like Robinhood, have not been purely positives for the consumer.

    We get into non-fungible tokens and how they are enabling a new way of owning assets digitally.

    Episode Resources:

    Fintech Review

    Why is NFT a Game Changer for the Ticketing Industry?

    About the Podcast:

    The Invest Smarter Podcast is a show with a mission to bring valuable, insightful, and practical conversations to our audience. We want to enable people to invest smarter both in their portfolios and in themselves to live a healthier, wealthier life both now and in retirement. Host Dave DeWitt is a financial advisor with DeWitt Capital Management who is passionate about helping his clients invest smarter and plan for the best possible future.

    49 min
  • (EP.40) Keeping a Global Perspective with Award-Winning Money Manager, Jonathan Baird CFA
    Keeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because his global research kept him astutely aware of all the action regarding the virus before it hit our shores in the USA.Jonathan is the author of the monthly report called the Global Investment Letter. After reading a few of these myself, I knew I was in for a treat. He has a wonderful, impressive, and nuanced worldview. Check it out here.On today's show, we talk about: Jonathan's approach to investing What is causing inflation Why Jonathan believes inflation will be transitory (his view is subject to change!) Why the markets are driven by psychology His thoughts on the durability of "meme stocks" His thoughts on Robinhood His advice for pre-retireesAnd more!
    57 min
  • (EP.39) The Power of the Solo 401(k) with Daniel Blue

    With a solo 401(k), you have so much more flexibility when it comes to your retirement account. This week we have solo 401(k) expert Daniel Blue on the show to give the lay of the land. One of the biggest pain points with your traditional 401(k) is the incredibly limited menu of investment selection. With a solo 401(k), your investment universe is virtually unlimited, allowing you to make your retirement dollars work for you the way you want them to.

    A solo 401(k) can give you the flexibility you need to access your money without triggering a taxable event, invest in real estate, pay down debt, or fund a new business venture. 

    Listen now to learn and become a smarter investor. 

    Visit Daniels website at https://www.danielblue.me/

    Visit his company website at https://www.yourquest.com/




    42 min
  • (EP.38) Banking on Yourself with Mark Willis, CFP®

    Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home equity in 2008. He knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

    The Bank on Yourself™ that Mark employs has its critics, but from my research and conversations with others, I believe it can be a great strategy for the right person as a complement to all the important other parts of a well-rounded financial plan.

    As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement.

    Check out Mark's podcast by clicking below

    http://nyafinancialpodcast.com

    45 min
  • (EP.1) Make the Markets Boring Again | The Low Vol Anomaly Explained (Youtube Video)

    This is the first episode of our new midweek episodes, where we will be talking all about retirement planning and investing topics in a shorter format. All of these episodes will be best enjoyed on our YouTube channel, where graphics will accompany the audio. We hope you enjoy this new expansion of our Podcast/YouTube channel. 

    In this 15 minute podcast, you will learn what it is, why it's so surprising, theories as to why it has occurred, and reasons it may continue. In short, the age-old wisdom of more risk, more return hasn't particularly held up that well through history.

    Please leave us a review if you have enjoyed our podcast!


    Source of data: https://bmogamviewpoints.com/the-low-volatility-anomaly/

    16 min
  • (EP.37) Democratizing Access to Human Financial Advice with Brian Thorp
    Today I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, financial coach, educational podcasts, and more. We talk about the critical role human financial advisors can play for individuals, we talk about how finding the right advisor doesn't mean they have to be down the street from you, and much more.He also turns the tables on me and asks me about my philosophy when it comes to investing in individual stocks as part of a financial plan, which I think can make working with an advisor a lot more engaging and, yes, even fun.I encourage you to visit wealthtender.com to explore all the great things Brian is up to.
    38 min
  • (EP.36) Growth, Inflation, Modern Monetary Theory and more with Herb Morgan

    On this week's show, we are back talking about investing and the markets. Our guest is Herb W. Morgan of Efficient Market Advisors. Herb is a sharp guy, and we get into several interesting and relevant topics. We dive into inflation, and the interesting market reaction to the latest Federal Reserve update to increase their inflation forecast. However, they still maintain that inflationary pressures are largely transitory. Herb believes the bifurcated market reaction, with value stocks all of a sudden rolling over and growth catching a big bid, is a sign of growth regaining a leadership position. We also discuss the Modern Monetary Theory (MMT) experiment and the risk that it ultimately leads to unknown but potentially dangerous unintended consequences. We talk about the US Dollar's role as the reserve currency for the world, Bitcoin's potential as a true currency, and much more. We have a wide-ranging and dynamic conversation that will help bring you up to speed in the markets. Herb has a fantastic podcast called Slaying Bulls & Bears, where every week, he breaks down the market in a methodical, data-driven, and compelling way. Listen to his podcast here. Enjoy this week's episode. 

    50 min
  • (EP.35) Investing In Yourself with Million Dollar Collar Founder Rob Kessler

    Investing smarter can mean a lot of things. In the case of serial entrepreneur Rob Kessler, it means investing in yourself. After starting a screen printing and embroidery business, one thing led to another and he learned early that the best investment was in himself. It makes sense because he has a good track record! He also appreciates the importance of diversification, which is important for many entrepreneurs. In this show, he shares his story, gives valuable advice for entrepreneurs, and much more. He drops nuggets of knowledge throughout the interview, so give it a listen. 

    In this show we talk about:

    • The Million Dollar Collar and how he started the business
    • His yacht charter business
    • How his screen-printing business became a million-dollar business
    • Advice for entrepreneurs
    • Much more!

    Check out his product here. 

    52 min

About Invest Smarter

From the publisher's feed

Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money.…