From not saving enough (or at all) to being too aggressive, Margie explains the usual pitfalls that regular Americans encounter when it comes to setting some cash aside.

After some success in day trading, self-traders may be tempted to go all in, like self-directing their 401k, but Margie shares some thoughts on this and why it is likely to be a bad idea.

Margie provides real world examples of how DIY traders have tried and failed and why it always pays to be informed by a financial mentor before buying in to whatever stock that strikes your fancy.

Margaret discusses the correct mindset of an investor. She makes a distinction between two opposing views: that of abundance and scarcity. Abundance lets you live your life and let go of the small things. Scarcity is survival mode that is self-destructive and wasteful.

Margaret Wittkopp, Founder and CEO of Veritas Financial Services, discusses the value of audited returns by a third party. Sometimes returns are actually used as sales pitches, so having a transparent and unbiased view on actual returns holds value for any kind of investor.

Margie also takes it one notch higher and informs potential investors to always ask these questions: How do I know that these returns are any good? How do I know that these are calculated properly? And to answer that, she introduces the methodology of GIPS (Global Investment Performance Standards) and why investors should also use this global standard to measure their success.

Margaret opens a discussion on fixed income and narrows it down further to focus on bonds. What bonds are and what kinds of bonds are best for your portfolio are just a couple of questions that she answers in this episode.

Margaret talks about different kinds of volatile bonds and why, in general, it is best to avoid them to live a life of abundance. She also talks about some wise decision-making strategies when tapping into your portfolio, like how much is just enough to still live comfortably.

In this episode, Margaret Wittkopp, Founder and CEO of Veritas Financial Services, talks about the importance of discipline to reach your American Dream. Margie discusses the first thing about living within your means: a spending plan. No matter how much you make, without a spending plan you will be living from paycheck to paycheck.

Discipline in investing is next. By having a structure and formula in investing, you help ensure that your portfolio actually gets good returns. Margie shares actionable tips that investors can use to help make sound investment decisions instead of emotional reactions, with a particular focus on 401k's.

In today's episode, Margaret Wittkopp, Founder and CEO of Veritas Financial Services, sheds lights on three common pitfalls that turns investors into gamblers. From stock picking to track record investing to market timing, many would-be investors forget that having assets of dissimilar correlation is the key successful investing.

Margie discusses in detail how even just one of the three pitfalls can derail your American Dream. She also shares practical tips so you can catch yourself when your investing starts becoming speculation and gambling.

Today Margaret Wittkopp, Founder and CEO of Veritas Financial Services, returns to the podcast to focus on a topic that needs more attention: investor biases and how these negatively affect your investment decisions.

From the Great Depression to present times, investor biases have played a major role in the financial decisions of countless individuals. Margie introduces several investor biases to look out for, avoid, and conquer to fulfill your American Dream and gain financial freedom!

This week's podcast features Margaret Wittkopp, Founder and CEO of Veritas Financial Services, and she defines portfolio diversification and how to apply it to your own investment strategy.

Margie touches on several academic concepts that are central to sound decision-making, such as the Markowitz Efficient Frontier and Assets of Dissimilar Correlation. Learn what these are and how they can help you make informed investment decisions to pave the way to your American Dream!

Today's episode of the American Dream Experience welcomes back Margaret Wittkopp, Founder and CEO of Veritas Financial Services, as she illustrates clear cut ways to measure the success or failure of your investments.

Margie begins with the Modern Portfolio Theory and explains how making money is not the sole barometer for success. For wise investors, an academic approach to investment decisions leads to the ultimate goal: Your American Dream!