Tae Kim - Financial Tortoise

Tae Kim - Financial Tortoise

By Tae Kim - Financial TortoiseBusinessEducationInvesting
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Tae Kim - Financial Tortoise episodes

  • How to Declutter Your Investment Portfolio

    ► Join The Financial Tortoise Community!: https://financialtortoise.com/community
    ► Empower - https://empower.sjv.io/financialtortoise

    Timecodes:

    0:00 - Intro
    2:09 - Why Portfolios Get Cluttered
    4:58 - Cost of a Cluttered Portfolio
    7:01 - Step #1 - Declutter Diagnostic Audit
    9:02 - Step #2 - Define Target Portfolio
    10:08 - Step #3 - Consolidate Redundant Accounts
    11:14 - Step #4 - Simplify Your Tax-Advantaged Accounts
    11:57 - Step #5 - Simplify Your Taxable Accounts
    13:27 - The Permission to Let Go

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Aura - https://aura.com/financialtortoise
    ► Shortform - https://shortform.com/taekim
    ► Squarespace - https://squarespace.syuh.net/financialtortoise
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 min
  • 4 Skills Every Successful Investor Needs

    ► Join The Waitlist! — Financial Tortoise Community: https://financialtortoise.com/community

    Timecodes:

    0:00 - Intro
    1:13 - #1 - Interest
    5:52 - #2 - Math Horsepower
    9:44 - #3 - Financial History
    13:19 - #4 - Emotional Discipline

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch
    ► ProjectionLab - https://projectionlab.com?ref=financialtortoise
    ► Boldin - https://go.boldin.com/financialtortoise

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min
  • Money CAN Buy Happiness | Here's How

    Money can buy you happiness. This is a fact that many people are happy to acknowledge, but it's also one of the most misunderstood truisms in all of personal finance. In this video, I'll explain how money can actually make you happier and what you should be doing with your money!

    Timecodes

    0:00 - Intro
    0:22 - United States - A Nation Of Rich, Unhappy People
    3:05 - What Brings “Happiness”
    4:01 - Use Money To Buy “Happiness” - Time

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    LINKS:
    ► Get My Weekly Newsletters: https://www.financialtortoise.com/newsletter
    ► Favorite Books: https://www.financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    9 min
  • Why You'll Never Feel Rich

    ► Go to https://meetfabric.com/TAE and apply today, risk-free!
    ► Join The Financial Tortoise Community!: https://financialtortoise.com/community

    Timecodes:

    0:00 - Intro
    0:00 - Reason #1 - The Goalpost Always Moves
    1:38 - Try Fabric by Gerber Life
    3:56 - Reason #2 - The Hedonic Treadmill
    5:33 - Reason #3 - The Comparison Trap
    7:48 - The Hidden Cost of Chasing a Number
    9:03 - True Wealth Isn't a Number
    10:39 - What You Can Actually Do

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Aura - https://aura.com/financialtortoise
    ► Shortform - https://shortform.com/taekim
    ► Squarespace - https://squarespace.syuh.net/financialtortoise
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min
  • Beware Of These "GOOD" Debt

    There is no "GOOD" Debt. I'm sure you've heard this before, but it bears repeating: there's no such thing as good debt. It may feel like borrowing money to buy a house or send your kids to college is worth it because houses and education are investments that will increase in value over time. But the reality is that all debt - whether it's for a car, clothes, education or anything else - has an interest rate attached to it which means that you're paying more for something than what you paid for originally. In this video, I share four types of debt and why there is no such thing as "good" debt.

    Alan Donegan, Rebel Business School - https://therebelschool.com/

    Timecodes:

    0:00 - Intro
    0:35 - Home Mortgage Loan
    3:49 - Student Loans
    5:42 - Home Equity Loan
    6:55 - Business Loans

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    LINKS:
    ► Get My Weekly Newsletters: https://www.financialtortoise.com/newsletter
    ► Favorite Books: https://www.financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    11 min
  • How to Invest During a War

    ► Join The Financial Tortoise Community!: https://financialtortoise.com/community

    Timecodes:

    0:00 - Intro
    2:35 - What Many Are Doing
    5:45 - The Financial Industry Problem
    7:16 - What Historical Data Actually Shows
    9:48 - Keep An Eye On
    12:04 - What "Do Nothing" Actually Looks Like

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Aura - https://aura.com/financialtortoise
    ► Shortform - https://shortform.com/taekim
    ► Squarespace - https://squarespace.syuh.net/financialtortoise
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min
  • How To Increase Your Credit Score | 5 Simple Ways

    Credit is important in today's society. If you don't have good credit, it can be difficult to get a loan for a house or even buy a car. In this video I share five easy ways to increase your score and how to stay on top of your finances!

    Timecodes:

    0:00 - Intro
    0:37 - Why do you want to pay attention to your credit score?
    2:21 - What Is a Credit Score, aka FICO Score?
    3:29 - Ways To Increase Your Credit Score
    3:46 - First Way - Automate Your Payments
    4:11 - Second Way - Keep Your Credit Utilization Ratio Below 20%
    4:42 - Way Number Three - Not to Open Too Many Accounts
    5:19 - Way Number Four - Once You Open Accounts, Don’t Close Your Accounts
    5:44 - Way Number Five - Keep An Eye Out For Any Errors Or Mistakes On Your Credit Report and Dispute Them If Necessary

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    JOIN MY MAILING LIST: https://financialtortoise.com/

    Welcome to the Financial Tortoise Channel!

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    -------------

    Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min
  • Breaking Down Ray Dalio's All Weather Portfolio

    ► Join The Financial Tortoise Community!: https://financialtortoise.com/community

    Timecodes:

    0:00 - Intro
    2:42 - Ray Dalio
    3:44 - The Four Seasons
    4:43 - The Portfolio Breakdown
    6:19 - The Secret Sauce - Risk Parity
    8:50 - Long-Term Performance
    11:52 - 2022 — The Year It Was Supposed to Shine
    12:41 - The 40-Year Tailwind Nobody Talks About
    14:38 - The Simpler Alternatives
    15:32 - The Final Verdict

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Aura - https://aura.com/financialtortoise
    ► Shortform - https://shortform.com/taekim
    ► Squarespace - https://squarespace.syuh.net/financialtortoise
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    20 min
  • The Quietly Wealthy — America's Most Ignored Success Story

    ► Download Your FREE Best Funds Identifier: https://financialtortoise.kit.com/bestfundsidentifier
    ► Financial Tortoise Community: https://financialtortoise.com/community

    Timecodes:

    0:00 - Intro
    1:31 - The Loud Wealthy
    4:30 - #1 - Boring Income
    6:23 - #2 - Modest Lifestyle
    8:17 - #3 - Diversified Ownership
    11:19 - #4 - Minimal Debt
    12:49 - #5 - Long Time Horizon

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    FAVORITE TOOLS:
    ► SoFi - https://sofi.com/tae
    ► Empower - https://empower.sjv.io/financialtortoise
    ► Monarch - https://financialtortoise.com/monarch
    ► ProjectionLab - https://projectionlab.com?ref=financialtortoise
    ► Boldin - https://go.boldin.com/financialtortoise

    LINKS:
    ► Join the Newsletter: https://financialtortoise.com/newsletter
    ► Favorite Books: https://financialtortoise.com/bestbooks

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    19 min
  • Index Fund vs Mutual Fund vs ETF | The Difference and The Best Option

    What's the difference between a mutual fund, an ETF and an index fund? In this video I break down all of the different types of funds so that you can understand which one is best for you.

    Timecodes

    0:00 - Intro
    0:37 - Mutual Fund
    3:57 - Index Fund
    6:01 - ETFs

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    JOIN MY MAILING LIST: https://financialtortoise.com/

    Welcome to the Financial Tortoise Channel!

    DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

    -------------

    Advertiser Disclosure: Financial Tortoise participates in affiliate sales networks and may receive compensation by clicking through the links (at no cost to you). This compensation may impact how and where links appear in this description.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min

About Tae Kim - Financial Tortoise

From the publisher's feed

In the classic fable The Tortoise and the Hare, the tortoise didn’t win by being the fastest, he won by being consistent. Step by step, he kept moving forward. When it comes to building wealth, the…