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An uplifting conversation with an uplifting person, Coach Rolfes. Coach Rolfes shares stories of adversity and how he is using it for prosperity. As a football coach he helped develop his players on and off the field, as a teacher he is preparing his students for the financial battleground of life teaching Personal Finance.

Coach has a great message on how Faith, Family, and Finances apply in his daily walk.

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YouTube: https://www.youtube.com/@CoachRolfes_
Online: https://coachrolfes.carrd.co/


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Individual investors as a group historically perform underlying broad indexes over extended periods of time. Why is that?

In this episode I list several reasons individual investors have to overcome in attempting to just meet the return of an index. If you feel confident you can master them all over an extended period of time, then long term investing is not for you. If you don't feel confident staying invested in quality is often your best bet.

To inspire you I share real investor testimony. Over 200 investors shared their longest owned position and how long. Some amazing examples. 


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For two years investing has been easy..own big tech and go home. Eventually this will be less pronounced. Is your portfolio ready for sector rotation?

The S&P 500 is comprised of 10 sectors. In this episode I review how sector performance has rotated since 2009. I provide an actionable proactive approach you can implement to "stress test" your portfolio based on sector concentration.

Sector Rotation Chart (2009 - Current)

https://novelinvestor.com/sector-performance/

Introducing The Money Toolkit Newsletter

A weekly newsletter that delivers actionable information on how to enhance your investing journey

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It's midyear and time for your personal financial checkup. How are you doing against the goals at new year? In this episode I share 6 actionable ideas you can utilize for your midyear personal finance checkup or anytime of the year

One idea saved me $1080 this year

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The multiyear cycle of rising food prices has been, pun intended...eating up consumers and investors. In this episode I share thoughts on how this is playing out and what it means for investors in restaurant stocks, and who winners and losers will be.

  
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When I worked in Financial Services I was restricted on where I could hold a brokerage account. Now that I am no longer in the industry I am free to invest where I want, in what I want and when.

In this episode I cover why I landed on Robinhood and continue to move more of my money to their platform. After using Robinhood for over a year I present a full list of criteria for you to make an informed decision if you are considering Robinhood or really any brokerage

If you consider the HOOD here is my referral link... use it and we both get free stock

https://join.robinhood.com/tomh899
 

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In this episode we meet with Cam Marzi from Rogue Advisors. Cam shares his financial career journey and provides a refreshing take on the role financial planners play serving clients.

Cam also talks through the considerations of using Target Date Funds and how to optimize returns

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X: @Invested_In_You

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In November 2023 I started buying CAVA stock, kept buying and will continue to do so as long as my thesis remains supported. Cava has since more than tripled since my initial purchase

This episode is not a buy recommendation or suggestion to add to your portfolio. That would be irresponsible of me. I don't know you, your portfolio or goals.

It is instead a detail of why I have selected this as one of the 13 stocks I plan to hold long term, my selection process and broader approach on investing. Notice the I'M is capitalized in the title..there is no reference to you.


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Roaring Kitty has taken the market by storm once again

What is a Pump and Dump?

In this episode I break down examples of pump and dump schemes, provide the telltale characteristics that virtually all pump and dumps possess and tie it back to an obscure reference to baseball.

After listening to this episode you will walk away with a better comprehension of how to handle "flash in the pan" investing crusades.


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Radish, a.k.a. "The Hardest Working Dog in Podcasting" has been investing for six months

In this episode we review her portfolio and lessons that many new investors confront and learn when they are starting out. We discuss the importance of automating your investing, keeping focused and doing periodic toll gates to make sure you are staying on track.

Radish and I salute all investors wherever they are along their journey!


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