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In this episode I discuss how to launch your kids into to success with money in early adulthood.

Depositing $1000 and adding $200 month is the recipe for $100,000 at age 18

I use the 529 Education Saving Plan as the preferred tool to use to fund education and with the recent SECURE Act 2.0 changes this is a no brainer

529 Resource
https://www.morningstar.com/specials/what-is-a-529-college-savings-plan

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In this episode we meet with Dividend Obsession. He shares his story on how earning a small dividend several years ago opened his eyes to dividend investing. This discovery has led him to fine tune his investing approach and concentrate on companies that offer great growth- "dividend growth stories".

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X: @DivObsession
YouTube : https://www.youtube.com/dividendobsession

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It happens to all of us. We set out to build a diversified portfolio. We add ETF's with the goal of gaining diversification and instead we build a portfolio of holdings that mirror one another. That is how you define fund overlap.

In this episode I dive into fund overlap and share a free screening tool you can use to gauge your ETF holdings.

Feel free to reach me below on any questions

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Fund Overlap Screener
https://www.etfrc.com/funds/overlap.php

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In this episode we sit down with Abundantly Erica. Erica shares her background and what motivates her in choosing an abundance mindset. She shares personal stories that shaped her mindset where many of us would have recoiled to a scarcity mindset

Erica also takes us through the basics of Options trading and how she is helping others on their personal trading journey. Erica does not offer individual stock tips, but instead gives you the knowledge to leverage options on your personal stock holdings.

Contact Erica   

X: @womenoptionswin

Online: abundantly-erica.mykajabi.com

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I asked a simple question on X. Do you do anything different with your money during three paycheck months. The answers I received fell into three categories:
 1) Yes, I have a plan
 2) No, what is a three paycheck month
 3) I'm "Spreadsheet Smart" it's the same amount of money

Mathematically it is the same amount of money. However, know when your three paycheck months occur, having a plan aligned with your spending plan will help you succeed.

In this episode I share helpful tips on how to use your additional check to smooth out your budget and ramp up your money goals.

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In this episode we have a conversation with Outdoor Finance. Listen to his investing journey, how he started, where he is going and how he is approaching his investing on the cusp fatherhood.

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X: @OutdoorFinance

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In this episode I breakdown Starbucks recent quarter. I go into the quarterly report and also tie in a few key points from the 10-Q.

Before you buy Starbucks, or for that matter any stock know what you own. Starbucks has a tough path ahead as this quarter has marked a deterioration in fundamentals. Full disclosure, I own Starbucks and share what I'm watching the next couple of quarters to validate if I maintain the position.

Also,Radish shares her portfolio. She hit an investing milestone in April and has added a new holding. The addition may surprise you.

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Henry was the original guest on Money Happy Hour (Episode 4). In that episode, Henry shared what prompted him to start investing at age 19. In this episode we visit with Henry one year later at age 20. Henry shares how he grown over the past year and his plans going forward.

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X: @HenryInvests

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In this episode the Captain talks about a recent home remodel shopping trip with his wife that sparked how housing, money and life is so different by generation. We want the pleasant aspects of prior generations but none of the nonsense.

 
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Catch this great with Raul Shah, CEO of DocShah Financial. Raul shares his story on the importance of not just having the skill to succeed but also the will. We learn about Raul's rise from Division III college ball to a pro career. Along the way Raul has started a financial firm to help people achieve their own definition of financial success.

Raul's story is a great one worth hearing and a journey worth following.

Read his story
https://brucebolt.us/blogs/news/raul-shah

Contact Raul

X: @Raul_DSF
Website: docshahfinancial.com

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