Marcus Henderson has built a firm and a successful 30 year career in financial services, in spite of serving a clientele most advisors wouldn't think of pursuing.

In this episode, we talk about the influence his parents, his church, and even his choice of clothes have had on his life.

EPISODE RESOURCES

More About Marcus

The Strangest Secret

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The Supreme Court just struck down the Biden Student Loan Forgiveness Program!

In this episode, we talk about why the rationale used to cancel the program is a key indicator of what's next for student loans, and how it impacts your student loan journey.

And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 

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While you've heard that investment advisers charge a fee to manage your investments, you might not know what the fee actually covers.

In this episode, we cover the different types of fees investment advisers charge, when they're worth paying, and when alternatives like index funds or robo-advisers may be all you need. 

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Robo advisors help investors have access to professional investment management at a fraction of the cost.

Tune into this episode to hear more about how these advisors work and when they're appropriate for a portfolio.

EPISODE RESOURCES

Robo Advisor 101

Modern Portfolio Theory 101

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Accredited investors have access to a pool of investments and opportunities not available to the general public ... and you may already be considered one yourself!

Check out this episode where we cover what it means to be accredited, potential changes coming to the definition of an accredited investor, and what it all means for you.

EPISODE RESOURCES

Accredited Investor Defined

Accredited Investor Legislation 

Accredited Investor Exam

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Direct Indexing is a new investment style that blends characteristics of index and ETF investing with that of investment management.

In this episode, we break down how direct indexing works, and cover the potential benefits to a high income investor.

EPISODE RESOURCES

Direct Indexing 101

S&P 500 Weighting Article

S&P 500 Annual Returns

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Using tools like nonqualified investments can help young high income-earners generate wealth ... and taxes.

In this episode we talk about taxes impact investments like mutual funds, ETFs and index funds, and share why you might shy away from holding one of them in your portfolio.

EPISODE RESOURCES

Mutual Fund Tax Dangers

Index Funds vs. ETFs

ETF Tax Efficiency Explained

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There are 5 upcoming dates that are crucial for federal student loan borrowers. 

In this episode, we tell you what they are and how to benefit from them in your student loan journey

EPISODE RESOURCES

Income Driven Repayment Waiver 

How to Review Your Student Loan History

IDR Plans Part 1 and Part 2

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In this episode, we're joined by Courtney Hale. Courtney wears many hats: he's a CEO of a successful business, Super Money Kids. A property owner, and a "hope dealer". He is also a son, a father, and a widower, who has been through his fair share of hardship. Join us as we hear his story.

Episode Resources

Super Money Kids

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For long-term investors, years where the stock market goes down can represent an opportunity, not an obstacale. In this episode, we prove it to you

Access Episode Resources Here!

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