In this episode, Margaret Wittkopp talks about social investing, a concept where investors want to put their money into companies that advocate (or not advocate) for certain things that align with their values. But does it actually work? Today, Margie provides some examples that will make you think, grow your money AND promote goodness in the world.

In this episode, Margaret Wittkopp talks about the American Dream Experience and how some of the smartest people in history lost their own fortunes to wrong investing decisions. Today's examples prove that there is no one who is too smart to make mistakes!

In this episode, Margaret Wittkopp returns to discuss what the American Dream Experience really is about and she starts by explaining two perspectives in the world of investing: investor prediction syndrome and academic investing principles.

The differences of the two are glaring. Safeguarding your investments should not be left to a gambling and speculation. Instead, she discusses using proven principles and go with a mutual fund manager who will provide you with an efficient investment portfolio.

Margaret Wittkopp talks about being a responsible saver at a young age and the value of seeking legitimate financial advice to grow your investments. She also mentions one of her investment success stories where Veritas played a crucial part in growing a client’s portfolio.

According to Margie, the key habit that he and many others have is the discipline to not chase the next shiny object and focus on their American Dream!

Margie recommends reading -The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley

On this episode, Margaret Wittkopp does a follow up on the discussion on The Investor's Dilemma. She starts off by stating that investors can't know it all and should instead focus on the few simple rules for successful wealth-building.

Margie also explains how ego can lead your financial decisions (and how not to do it) and how imperative it is to have a fund set aside for loved ones. She also explores the idea of getting bad advice and paying for it and, lastly, how many investors lose wealth by buying high and selling low.

Today, Margaret Wittkopp talks about The Investor's Dilemma and other lessons from The American Dream Experience such as "chasing after the market" and why that's a bad idea, maintaining your standard of living at retirement, affording a high-quality education for children, and worrying about the next market crash or boom.

Margie also discusses the analysis for portfolios to check if they are properly diversified and see the expected rate of return, how much risk you're taking, and other investment health factors you need to know as an investor.

In this episode, Margaret Wittkopp returns to talk about money and wishful thinking and how, for many people, the future is hinged on winning the lottery, getting that pay raise, earning a promotion, etc.

But for a variety of factors, the future is now and how you manage your finances today paves the way for your American Dream, your financial freedom, tomorrow. From living within your means to having a change in perspective, every bit counts when you are trying to build a life that you could only previously dream of.

Today, Margaret Wittkopp opens up a topic that affects way too many consumers: getting into debt buying things we simply do not need. Especially with Christmas coming up, it becomes way too easy to use that credit card and buy lavish gifts for people you love.

But in more ways than one this is detrimental to you. What are the signs to watch out for? And what are some techniques to avoid this common problem? Margie discusses some ways to make this holiday season special without breaking the bank.

Today, Margaret Wittkopp follows up on her discussion on investing myths: what they are and what you can do to protect your investments from unscrupulous "gurus" and practices.

She also talks about common pitfalls such as reliance on market timing and the "true" cost of investing, as well as the other side of the coin which is the path to success: diversification and asset classes of dissimilar correlation.

Margaret Wittkopp, Founder and CEO of Veritas Financial Services, sits down to shed light on common misconceptions and half-truths about investing. From stock picking to trusting sketchy mutual fund managers to track record investing, there are so many ways to go astray in the world of investing.