In this episode we discuss The Simple Portfolio.   

The Simple Portfolio has 3 components:  

Safe Money 

Sacred Money 

Speculative Money  

We walk through our framework for each category and give examples of each. 

To learn more send us an email: [email protected] 

 www.freedomdaysolutions.com

We firmly believe that math beats opinions. 

Often times, subtle improvements in companies are ignored by those searching only for dominance. When that improvement accelerates, the stage is set for shocking upside. 

The crowds look at the size of the moat, but we like to study its direction. And any moat can spring a leak. 

In this episode we discuss our stock tournaments and how we narrow a massive field of competitors down to a simple roster of 50 stocks. 

Ryan gives a shockingly simple example describing how many stocks in the S&P 500 would be eliminated by a simple 4 question test. 

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To schedule a meeting with our team, a get started building towards your own Freedom Day, send us an email: [email protected]

www.freedomdaysolutions.com 

In this episode we talk about what investors can learn from pigeons. On a recent weekend getaway, Jackson realized the powerful difference between rabbits and pigeons - and relates it to investors and market risks. 

We discuss how stakeholders can benefit from inflation, how sometimes not taking risk can be a risk itself, and we go over the beautiful simple math of mailbox money. 

We discuss how sometimes you have to adopt a long term strategy to insulate against short term risks and sometimes you have to get comfortable with risk in order to get what you want. 

To schedule a meeting with our team, email us: [email protected]

www.freedomdaysolutions.com

In this episode we talk about the biggest concerns investors currently have, and why we are getting pay raises because of them!

-Inflation

-Interest Rates

-Stocks and Bonds losing value

-Consumer and Housing concerns

...and the growing flock of black swans we hear all around us. 

To schedule a meeting with our team, email us: [email protected]

www.freedomdaysolutions.com

In this episode we go over the new contribution limits for retirement accounts in 2023. 

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2023 Retirement Contribution Changes

401(k) – Limit of $22,500

401(k) for 50 and older - Limit of $30,000

Roth IRA - Limit of $6,500

Roth IRA for 50 and older - Limit of $7,500

Backdoor Roth – If your Joint MAGI is greater than $228,000 or $153,000 as a single filer, you must use the "backdoor Roth IRA contribution"

Traditional IRA - Limit of $6,500

Traditional IRA for 50 and older - Limit of $7,500

SEP IRA - $66,000 or 25% of taxable income

Simple IRA - $15,500

HSA Single - $3,850

HSA Family - $7,750

*we also go over a under-appreciated tactic of HSA accounts 

529 – each individual can contribute $17,000 per year

*we also go over some great changes made to the 529 account rules for 2023 and 2024

At the end of the episode we go over one of our favorite strategies for taxable accounts.

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To schedule a meeting with our team, email us at: [email protected]

www.freedomdaysolutions.com

In this episode we give you a sneak peek at our Annual Picture Book.   

2022 was a very eventful year and we go through some things that stood out to us.   

If you'd like to receive a copy of our Picture Book, you can subscribe to our email list by visiting our website: www.freedomdaysolutions.com  

Thank you for watching!

Would you rather have a new fast car or an old coffee table?

In this episode we talk about growth vs. value stocks. Instead of taking a side in the great debate, we take a different approach. It doesn’t have to be one or the other, it should be a balanced solution that improves your life. 

To schedule a call with our team, simply send us an email: [email protected]

www.freedomdaysolutions.com

In this episode we talk about partnerships. 

Strong partnerships are the foundation of our business, our lives and our financial plans. 

We believe that the right partners can make your life and financial plan a whole lot better.

If you'd like to schedule a call with our team, please email us: [email protected]

www.freedomdaysolutions.com

This is a personal episode.

We give you a peek into a bigger purpose, one that we've learned from investing and we also discuss the best opportunity that we've seen to earn more financial freedom. 

We discuss our views on what success looks like and where we believe it comes from. 

We hope you enjoy this episode and if you do, we'd love if you'd spend a second to leave us review and share it with a friend. 

To schedule a meeting with our team, email us at: [email protected]

www.freedomdaysolutions.com

In this episode we talk about the most valuable math of all: YOUR Yield on Cost, which we affectionately call Mailbox Math.

When building a retirement plan, the most powerful metric we look at is the free cash flow generated from the investments you hold. 

We go over the compelling math behind dividend growth and break down some examples of how powerful this concept can be for your own financial plan. 

If you enjoyed this episode, we'd appreciate it if you'd rate the podcast and share it with a friend. 

To reach out and schedule a meeting with our team, email us at: [email protected]

www.freedomdaysolutions.com