Sign up to save your podcasts
Or
Share Invested Poorly: Sad Tales of FInancial Fails
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Invested Poorly: Sad Tales of FInancial Fails episodes
- You Review Your Investment Accounts…Too Often? (S2 E4)
S2 E4: Having a basic understanding of your finances and your overall investment strategy is the first step on the path to FI. The problem is, as time goes on, many investors feel obligated to make adjustments to, or “tinker” with, their plan—often unnecessarily.
The stories Jeff Harrell recounts in this episode may be some of the most relatable because it’s human nature to want to “scratch that itch” now and then by changing things up. The reason this is so prevalent with investing is because by making changes we feel more in control of our investments, when the reality is that none of us can control the financial markets.
Recognizing that success on your path to FI is determined by the decisions you make before you invest any money, will bring you one step closer to achieving it.
(Season 2 Episode 4)
Resource Mentioned in Episode:- Retirement Researcher article, “Why Can’t ‘Winning’ Active Managers Keep on Winning?”
Other Episodes Referenced:- Market Maven Predicts Next Stock Market Crash, Click Here…Nooo! (S1 E11)
- If You Are Worried About Running Out of Money…You Probably Won’t (S2 E10)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com11 min - Earnings Reports Are Meaningful…Or Meaningless (S2 E3)
S2 E3: Quarterly earnings reports announcements are one of the most highly anticipated events in the investing world, so much so that financial news channels even coined the term “earnings season” for when the bulk of companies release their reports.
Although it would seem consequential for investors to follow “earnings season” closely for making well-informed investment decisions, evidence suggests otherwise. Earnings reports are more for show and much less useful than the average investor may think.
Jeff Harrell admits just how silly he finds earnings reports as he shares his first-hand experience and offers some (sarcastic) career advice for those looking to break into the highly lucrative field of analyzing companies for large brokerage houses.
This is one of the shortest episodes in Season 2, but it packs a punch and will leave you with a better understanding of how C-Suite executives at publicly traded companies might game the system. After listening, you can decide for yourself just how much stock you place in earnings reports.
(Season 2 Episode 3)
Resources Mentioned in Episode:- Seeking Alpha article, “‘Beating Estimates’ - How Companies Win In Earnings Season”
- Investing.com article, “How Companies ‘Beat Estimates’ In Earnings Season”
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com10 min - Diversification Sounds Great…But Nobody Actually Does It! (S2 E2)
S2 E2: Having a well-diversified portfolio is one of the main goals of most investment strategies. Although few would argue with this, the reality is that many investors eventually lose sight of why diversification was implemented in the first place.
This episode illustrates, with vivid examples, how investors might say they want something, but what they actually do completely contradicts their stated desire.
Jeff Harrell also addresses whether there is any scenario in which it makes sense to ignore diversification. And he shares some insider’s knowledge about something financial service firms call “window dressing”… you’ll want to hear this.
If you were under the impression “playing Monday morning quarterback” was reserved for sports and political conversations, think again. You’ll learn just how bad investors are at second-guessing their actions when those decisions don’t work out exactly the way they thought they would.
(Season 2 Episode 2)
Other Episode Referenced:- Stock Market Experts on TV Are So Smart…But Can They See the Future? (S1 E9)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com13 min - Stock Market Experts on TV Are So Smart…But Can They See the Future? (S1 E9)
- The More You Know About Investing…The Worse You Do?!? (S2 E1)
S2 E1: Obviously, more experienced investors who know a lot about investing and the financial markets must do better than those with limited investing knowledge; right? The empirical evidence is very compelling when it comes to answering this question with a loud and resounding, NO.
Jeff Harell provides research to support why simpler is often better than sophisticated when it comes to investment strategy, as well as a shocking real-life example of how not knowing much about investing can lead to impressive results.
This episode will leave you feeling confident that not only is investing wisely simple and effortless, but extremely rewarding as well.
(Season 2 Episode 1)
Resource Mentioned in Episode:- Article from The Motley Fool, “Why Long-Term Investors Have a Leg Up on Hedge Funds”
Other Episode Referenced:- Stocks Are Risky…False Fact! (S1 E4)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com11 min - Season 2 Preview - Invested Poorly: Sad Tales of FInancial Fails
Host Jeff Harrell announces the return of Invested Poorly: Sad Tales of FInancial Fails for a second season. New, real-life stories of greed, fear, hubris, and negligence that ensnared other investors will help you learn how to avoid the same investing mistakes.
Season 2 introduces lessons on security selection and investment execution, as well as touches on the key topics from Season 1 of behavioral finance, investment performance, and financial advice.
Jeff reminds investors the journey to financial independence, or FI, requires patience and humility, but will ultimately provide you with the greatest return possible, TIME.
(Season 2 Trailer)Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com2 min - Wrap-Up Season 1 - Invested Poorly: Sad Tales of FInancial Fails (S1 E13)
S1 E13: Season 1 is now over, and Jeff Harrell reflects on what he hopes you’ve gained from the series. He highlights each of the investing lessons covered in the first season’s 12 episodes, which were designed to help you make wiser investment decisions for a smoother path to financial independence (FI).
Remember: Focus on the long-term, control your emotions, simplify your investments, and always... "ignore the noise."
Jeff also previews what is ahead with three investing topics he plans to focus on in Season 2, as well as shares more about the ways you can stay connected to the show.
(Season 1 Episode 13)Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com5 min - Investment Stories Are Like Social Media…Breeding Grounds for FOMO (S1 E12)
S1 E12: Every investor at some point will experience FOMO (fear of missing out). Friends, family, and “experts” influence our investment decisions due to this feeling of FOMO which is rooted in our feelings of fear or greed. Arm yourself with stories of failure and actual data points to help keep you from succumbing to this common investor trap.
Jeff Harrell recalls one of his favorite investor FOMO examples that many listeners might remember, the GameStop saga of 2020, and reminds us how so many investors got caught up in the hype…to their financial detriment.
Jeff also cites statistics from a financial economics report that compared the investment performance of stocks to one-month Treasury bills. The findings are astonishing!
This episode will leave you wanting to ask yourself, honestly, “How confident am I that I can select one of the really big winners in the stock market?”
(Season 1 Episode 12)
Resource Mentioned in Episode:- Journal of Financial Economics paper, “Do Stocks Outperform Treasury Bills?”
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com11 min - Journal of Financial Economics paper, “Do Stocks Outperform Treasury Bills?”
- Market Maven Predicts Next Stock Market Crash, Click Here…Nooo! (S1 E11)
S1 E11: Investing headlines are designed to get you to click. The more extreme the claim, the more likely we are to do what we all know we shouldn’t. What could happen to you when you push that button? Jeff Harrell tells a story about what one investor experienced after “taking the bait” and clicking on a doomsday investing headline.
A second story in this episode illustrates one of several creative schemes unscrupulous scammers use to prey on investors’ emotions—for their profit and your loss.
As you surely know, most of us are strongly motivated to act based on feelings of fear or greed. Buyer beware that swindlers in the financial arena are well aware of this too, using a variety of crooked tactics to exploit others for their gain.
The investing stories in this episode will make you want to do a better job of controlling your emotions when it comes to making investment decisions.
(Season 1 Episode 11)
Other Episode Referenced:- Investment Stories Are Like Social Media…Breeding Grounds for FOMO (S1 E12)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com10 min - Investment Stories Are Like Social Media…Breeding Grounds for FOMO (S1 E12)
- My Investment Advisor Is Doing a Great Job…Are You Sure? (S1 E10)
S1 E10: Nothing is more important than trust when it comes to financial advice. Unfortunately, the complicated nature of investing results in everyday investors having a difficult time identifying misleading tactics.
Jeff Harrell shares two true stories—that infuriate him to this day—about deceptive information he discovered on real client investment reports.
Do you fully understand how to interpret your returns in your performance reports?
Jeff also outlines what you should be getting from your financial advisor, in the form of investment reports illustrating your returns compared with proper benchmarks.
(Season 1 Episode 10)
Other Episodes Referenced:- Past Investment Performance Matters…Does it Really? (S1 E6)
- Stock Market Experts on TV Are So Smart…But Can They See the Future? (S1 E9)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com13 min - Stock Market Experts on TV Are So Smart…But Can They See the Future? (S1 E9)
S1 E9: Perception is often extremely different than reality. Financial news channels may be the posterchild for this. A deep understanding of global economics, business management, politics, financial accounting, etc., still isn’t enough to make you able to truly predict the future.
Jeff Harrell presents the evidence to support this, with shocking data from a research report available on Standard & Poor’s website. It’s another sobering look at what the data actually says about financial experts’ ability to beat the market.
You’ll start to think twice about how the financial advice presented in popular media outlets should, or shouldn’t, impact your investment decision making.
(Season 1 Episode 9)
Resource Mentioned in Episode:- SPIVA® research from Standard & Poor’s
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com11 min - SPIVA® research from Standard & Poor’s
About Invested Poorly: Sad Tales of FInancial Fails
From the publisher's feed
When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from…
speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted.
On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap everyday investors. You’ll hear real-life investing stories sure to make you laugh, cry, think, and learn. These “don’t let this happen to you” lessons teach you to recognize, and eliminate, the bad behavioral tendencies most investors have—so you can become the hero of your own investment story.
You might be surprised (or you might not!) when you realize just how attainable financial independence (FI) can be if you invest simply and “ignore the noise.”
Start with the show "Introduction" episode and join Jeff on the investing adventure today!
ABOUT YOUR HOST: Jeff Harrell spent over two decades as a financial advisor, portfolio manager, and public speaker. He left his financial services career for a more flexible, less stressful, location independent (LI) lifestyle, and now enjoys educating family, friends—and everyday investors—on how to invest their money wisely.
On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap everyday investors. You’ll hear real-life investing stories sure to make you laugh, cry, think, and learn. These “don’t let this happen to you” lessons teach you to recognize, and eliminate, the bad behavioral tendencies most investors have—so you can become the hero of your own investment story.
You might be surprised (or you might not!) when you realize just how attainable financial independence (FI) can be if you invest simply and “ignore the noise.”
Start with the show "Introduction" episode and join Jeff on the investing adventure today!
ABOUT YOUR HOST: Jeff Harrell spent over two decades as a financial advisor, portfolio manager, and public speaker. He left his financial services career for a more flexible, less stressful, location independent (LI) lifestyle, and now enjoys educating family, friends—and everyday investors—on how to invest their money wisely.