Stocks for Beginners

JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of Family Value at Risk, a book that details the importance of inclusive and intentional communication among families to leave a lasting legacy.

"There's two really traumatic points of time that you can hurt yourself in. One is at the top of the market and one's at the bottom of the market. The last thing you want to do is get worried and sell at the bottom, and the other’s true right now, stock prices are near all-time highs, and if you look at a certain stock or a trend - cryptocurrency for example, it might be something that you expect is going to continue to go up forever and you invest at the peak of the market and you are concentrated in the wrong thing. Both can be very bad for your retirement plan. So just be disciplined and not look too closely, and really be diligent about how you're saving and not letting your emotions get the best of you when you're investing."

JR LinkedIn: https://www.linkedin.com/in/jr-gondeck/

JR Twitter: https://twitter.com/GondeckJr

TLG LinkedIn: https://www.linkedin.com/company/the-lerner-group

TLG Twitter: https://twitter.com/TheLernerGroup

TLG Facebook: https://www.facebook.com/TheLernerGroup

Company website: lerner.hightoweradvisors.com

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Pat Garrett is the the co-founder and CEO of Six Park, a leading Australian robo-advice investment management service.

"Democratization is a word you hear a lot now. Accessibility and affordability have increased dramatically in terms of what people can use to help them start their wealth creation journey, and then manage it throughout their lifecycle. But one also has to recognize that there's ownership responsibility and risk that comes along with it."

https://www.sixpark.com.au/

https://twitter.com/sixparkau

https://www.facebook.com/SixPark0/

https://www.instagram.com/six.park/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Stephen Leeb, is author of China’s Rise and the New Age of Gold. He says that gold’s rise is just beginning. He thinks all investors, and younger Americans in particular, need to invest in gold to protect themselves against a falling dollar and a radically changing world economy. We spoke about:

What’s a commodity?

Why do developing countries need commodities?

How to buy gold – miners, ETFs or bullion.

What’s special about gold?

Why is the economic power of the US in jeopardy?

"Most of all the gold that this earth has inherited has already been mined and one remarkable statistic about gold is that whatever has been mined is probably still with us, it's not consumed, other commodities things that you touch, like copper like even silver, zinc, lead oil l is consumed, gold is not consumed."

More information about Dr Leeb can be found via the following links:

T: https://twitter.com/LeebPhd

W: https://www.stephenleeb.com/

FB: https://www.facebook.com/StephenLeebPhD

LI: https://www.linkedin.com/in/drstephenleeb/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

One of the best places to start investing is in an index fund. Robert Farrington from the College Investor explains what an index fund is.

"That's really the name of the game it's not about what you invest in it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."

Here's links to find out more about Robert Farrington:

https://thecollegeinvestor.com/

https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa

https://www.youtube.com/c/thecollegeinvestor

T: @rrobfarrington

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Every company was a start-up at one stage. Tom Britton is the cofounder Syndicate Room, a fund that invests in startups. Tom grew up in Los Angeles and, thanks to his Scottish-born father, was always interested in trying to make a career out of playing football. He moved to Edinburgh in 2006 to pursue this goal and played in the lower leagues for three years, during which he added two league titles to his collection.

"When you're investing in startups, you're effectively waiting for the company to either sell out or list on a market or go bust, which is how it works with startups."

Syndicate Room is an innovative fintech company made up of data-scientists, investment professionals and marketers. They have indexed the startup market in and track several million data points. Their data has led to the development of a co-investment fund that deploys alongside a group of “Super Angel” investors who, at a minimum, achieve ~30% year on year portfolio. A relatively young company but fast-growing, their investment portfolio is diverse and impressive. 

Twitter: @SyndicateRoom

Facebook: @Syndicateroom

LinkedIn: SyndicateRoom https://www.linkedin.com/company/syndicate-room/

Soundcloud: SyndicateRoom https://soundcloud.com/angelinsights

Website: here. https://www.syndicateroom.com/about

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

"The first time you put $1 in the stock market you're probably not going to get $100 back immediately. But if you take that dollar and you add more dollars to it, and then you continue to invest, through dollar cost averaging and on a consistent basis, and then you have a compounding effect which means that your money starts working for you."

Codie Sanchez is a former mutual fund manager at Goldman Sachs and a consultant to Facebook, Apple, and Amazon. She earned her MBA from Georgetown University and received her Ph.D. from FGV in Brazil. She is an investor, speaker and business builder. She is a partner at Entourage Effect Capital, one of the first Growth Equity funds in the legalized cannabis space.

Here are links to Codie if you want to find out more

https://www.codiesanchez.com/

https://www.instagram.com/codiesanchez/

https://contrarianthinking.substack.com/

https://twitter.com/codie_sanchez

https://www.linkedin.com/in/codiesanchez/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational speaker for Speakers for Schools.

"The truth is that everybody should be thinking about [risk and return] because you know we all get older and we all eventually retire and we all need our pot of money to live on in retirement so the younger you start, the better off you are and the bigger your little pot of money starts to grow into a reasonable pot of money."

Find out more about Terri at https://www.terriduhon.com/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth.

"What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate of return 10% a year, you are going to be solid by the time you're getting close to retirement, and, if you start this whole process when you're 20 years old 22 years old, you're going to be solid by the time you're 35. That's really the name of the game. It's not about what you invest in, it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."

Thanks for the wonderful conversation, Robert. Here are some links:

https://thecollegeinvestor.com/

https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa

https://www.youtube.com/c/thecollegeinvestor

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Have you ever felt confused about those price charts that you see in the news? In this Quick Tip Benjamin Blakeman, The Oracle on Wilshire explains the basics of candlesticks and Bollinger Bands. Here are some more resources if you want to take it further:

https://oracleonwilshire.com/

https://www.bollingerbands.com/

https://www.investopedia.com/trading/candlestick-charting-what-is-it/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Casey Stubbs is a 9 ½ year United States Army Veteran and married father of nine. He is a leader in his local church and a successful business owner and trader. Casey is dedicated to helping people from all walks of life fulfill their financial dreams, while also achieving financial freedom.

"The best foundational thing I can tell people, even before they get into the market is to watch your money very closely. Keep a spreadsheet, track all of your expenses, and then try to find a way to make your money work for you. Because if you realize that money is just a tool, then you can save it, and then use it to your advantage."

Find out more about Casey:

FREE Dream Trades Seven-Day Challenge can be found at DreamTrades.com

·       Website: https://caseystubbs.com

·       Website: https://tradingstrategyguides.com

·       YouTube: https://www.youtube.com/TradingStrategyGuides

·       Twitter: https://www.twitter.com/caseystubbs

·       Facebook: https://www.facebook.com/TradingStrategyGuides

·       LinkedIn: https://linkedin.com/in/caseystubbs

·       Newsletter: https://financeandmarkets.com/

Subscribe to How To Trade It Podcast

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.