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The Investing for Beginners Podcast - Your Path to Financial Freedom
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The Investing for Beginners Podcast - Your Path to Financial Freedom episodes
- The Traits of Elite Investors with Lee Freeman-Shor
What separates the world’s greatest investors from the rest? In this episode of the Investing for Beginners podcast, Andrew sits down with Lee Freeman-Shor, former fund manager and author of The Art of Execution and the hotly anticipated follow-up, Stock Market Maestros. Lee shares his fascinating experience managing over 100 top fund managers and reveals a shocking truth: even the best investors in the world only get their stock picks right about 49% of the time.
In This Episode, You’ll Learn:
The 49% Reality Check
The Losers (How to handle falling stocks)
The Winners (How to handle rising stocks)
Know Thyself
Timestamps
00:46 - Lee's background managing the "Best Ideas" fund.
02:12 - The shocking truth: Even billionaire investors are only right 49% of the time.
09:24 - The Five Tribes of Investing: How people behave when winning and losing.
24:35 - Why Lee wrote Stock Market Maestros.
32:32 - Do elite investors ever break their own rules? (The importance of self-awareness).
35:00 - The quirky habits of top managers (Walking in the woods, Dirty Harry pop-ups).
39:56 - Lee's final takeaway for beginner investors: Execution matters more than stock picking.
Resources Mentioned
Stock Market Maestros: The Winning Habits, Strategies, and Mindsets of the World's Best Investors by Lee Freeman-Shor and Clare Flynn Levy
https://a.co/d/0aOWaRd4
The Art of Execution: How the World's Best Investors Get It Wrong and Still Make Millions by Lee Freeman-Shor
https://a.co/d/0hoLjtPu
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
49 min - AAR41 - Listener Q&A: DIY Investing vs. Wealth Managers?
In this episode of At Any Rate, Evan Raidt and Andrew Sather dive into a fantastic listener question from Joey. Joey asks a common but critical question: if a standard market ETF averages 10% a year, but a wealth manager can get you 16% for a 1% fee, shouldn't you just hire the professional?
Topics Covered:
The Reality of 16% Returns: Andrew explains why finding a manager who can consistently beat the market by that much, decade after decade, is incredibly rare.
Evan's Wealth Manager Experience: Evan shares his two-and-a-half-year experience using an Edward Jones wealth manager and why the transparency and simplicity of ETFs ultimately won him over.
Timestamps:
01:09 - Intro & getting the episode kicked off.
02:26 - Listener Q&A: Joey asks if a wealth manager is better than DIY investing.
04:04 - The SPIVA Report: Why roughly 90% of active managers fail to beat the market.
07:22 - Is a consistent 16% return from a wealth manager actually realistic?
18:25 - How to get over the overwhelming feeling of starting your DIY investing journey.
26:34 - Why ETFs offer the best balance of low effort and high statistical probability of winning.
33:25 - What to expect in the short term versus the long-term "snowball" effect.
41:25 - Final thoughts and episode outro.
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Free monthly budgeting spreadsheet: https://einvestingforbeginners.com/budget/
Email Evan: [email protected]
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, financial freedom is built one smart move at a time. Keep it simple, keep it steady, and at any rate, we’ll see you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
47 min - Listener Q&A: Should You Adjust Your WACC for Inflation?
In this episode, Andrew and Stephen get into the financial weeds to answer a great listener question from passaro94 about how inflation actually impacts a company's value. We break down the macroeconomic side of investing—explaining exactly what the Federal Reserve does, the critical differences between inflation and deflation, and how the best businesses account for these economic shifts using pricing power.
Finally, we take it a step further and explain how to practically tie inflation into your WACC (Weighted Average Cost of Capital) and DCF (Discounted Cash Flow) calculations so you can accurately value stocks no matter what the economy is doing.
In This Episode, You’ll Learn:
What the Federal Reserve actually does and why it matters to everyday investors.
The difference between inflation and deflation.
How businesses use pricing power to survive (and thrive) during inflation.
How to properly factor inflation into your Discounted Cash Flow (DCF) models.
Timestamps
00:00 - Intro & getting into the financial weeds
04:30 - Listener Q&A: passaro94 asks about adjusting WACC for inflation
12:15 - What does the Federal Reserve actually do?
21:00 - Inflation vs. Deflation: What beginners need to know
28:45 - How businesses survive inflation using pricing power
36:20 - Tying inflation into your WACC and DCF valuation models
43:30 - Final thoughts
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
53 min - The New Cola Wars
If you watched the Super Bowl, you probably saw the commercial where the Coca-Cola polar bear did a blind taste test, picked Pepsi, and had to go to therapy. It was hilarious, but what a lot of people don't realize is that is exactly how the original Cola Wars started back in 1975!
Today, Stephen and Andrew dive into the economics of company rivalries. From Coke vs. Pepsi to Costco vs. Sam’s Club and Starbucks vs. Dunkin', we break down the numbers to see who actually comes out on top—and how researching a competitor is the ultimate cheat code for understanding the stock you actually want to buy.
In This Episode, You’ll Learn:
The Original Cola Wars: A quick history of the 1970s battle between Coke and Pepsi, and what investors can learn from their aggressive marketing tactics.
The Economics of Rivalry: How to look at the financials of two competing giants to see who actually holds the market advantage.
The Ultimate Cheat Code: Why researching a company's biggest competitor gives you the best, unbiased data on the stock you actually want to invest in.
Timestamps
04:47 - Pepsi’s Massive Revenue vs. Coke’s Profit Margins
11:06 - Why Revenue is Vanity and Profit is Sanity
12:25 - Comparing Completely Different Business Models
17:14 - Starbucks’ Sinking Margins
29:30 - Why 65% of Costco’s Profit is Subscriptions
36:00 - Does Costco Have the Ultimate Economic Moat?
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
47 min - AAR40 - From Navigating Debt to Long-Term Wealth with Stephen Morris
In this episode, Evan Raidt welcomes Stephen Morris, the new co-host of the Investing for Beginners podcast. Stephen opens up about his unique personal finance journey, from experiencing early financial trauma. They discuss why his nuanced take on Dave Ramsey, and why he completely abandoned the high-stress world of day trading in favor of long-term, "chill" investing.
Topics Covered:
Stephen’s childhood financial awakening and how it shaped his lifelong aversion to bad debt.
A nuanced take on Dave Ramsey's teachings and knowing your own discipline.
Why true wealth is defined by freedom, time, and family security.
The brutal 11-hour days and intense stress of day trading.
The power of getting over your fear and buying your very first stock.
Timestamps:
01:42 Stephen's First Financial Awakening
04:42 The Military Bonus and Financial Regrets
07:29 Re-evaluating Debt and Dave Ramsey
12:33 Bringing Anti-Wall Street Bully Values to IFB
15:13 Defining Wealth as Freedom and Security
19:24 Why Long-Term Investing is "Chill" Investing
23:21 Leaving the Stress of Day Trading Behind
29:29 The Importance of Buying Your First Stock
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Free monthly budgeting spreadsheet: https://einvestingforbeginners.com/budget/
Email Evan: [email protected]
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, financial freedom is built one smart move at a time. Keep it simple, keep it steady, and at any rate, we’ll see you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
38 min - Stop Chasing Hype: The Unsexy Reality of Long-Term Investing
Everyone online wants to sell you a "get rich quick" scheme, but is gaining wealth really that easy?
In reality, true investing is often boring and less sexy than what you see on social media. Today, Andrew and Stephen dive into the 10 unsexy investing truths that no one wants to talk about but are essential for your long-term success.
Key Topics Covered:
- Why it is okay (and often better) to invest with your conscience.
- The "Tinker Stinker": Why doing nothing is frequently the best move you can make.
- Why the details of capital allocation matter, even if they aren't "fun."
- The reality of underperforming the S&P 500 and why even Warren Buffett deals with it.
- Why reading 10-Ks is mandatory and there are no shortcuts to deep research.
Timestamps:
00:00 - Intro: The "Get Rich Quick" Myth
02:14 - Truth #1: Investing With Your Conscience
08:42 - Truth #2: The Details Matter (Even the Boring Ones)
11:54 - Truth #3: The Power of Doing Nothing
14:14 - Truth #4: More Work Doesn't Always Mean Better Results
20:07 - Truth #5: Underperforming the S&P 500
21:38 - Truth #6: The Importance of Portfolio Management
26:55 - Truth #7: Market Crashes are a Feature, Not a Bug
31:09 - Truth #8: You're Going to Be Wrong (A Lot)
35:32 - Truth #9: Reading 10-Ks is Mandatory
40:32 - Truth #10: Compounding Takes Decades, Not Days
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
54 min - Why Wall Street is Wrong About Superstar CEOs
Is the CEO of a company really as important as Wall Street makes them out to be, or are investors putting too much faith in loud visionaries?
In this episode, Stephen and Andrew tackle a controversial topic: whether Wall Street overly obsesses over the CEO. They break down the real value of capital allocation, compare visionary leaders to operational leaders, and discuss why a flashy CEO might actually be a red flag for your portfolio.
We discuss:
Why Wall Street might be overvaluing the role of the CEO.
The definition of capital allocation and the 5 main uses of a company's profits.
The critical difference between a "Visionary" CEO and an "Operational" CEO.
Red flags to watch out for, including CEOs who brush off industry threats.
Why you shouldn't invest in a stock just because the CEO is loud or famous.
Timestamps
01:22 - Does Wall Street overly obsess over the CEO?
07:09 - What is capital allocation?
07:47 - Buffett's top 3 brilliant capital allocation moves.
14:13 - The danger of CEOs who burn through cash.
17:55 - CEO red flags to watch out for.
20:52 - Visionary vs. Operational CEOs (and the Apple example).
25:03 - The massive risks of betting on a visionary CEO too early.
33:45 - The business lesson we can learn from Crocs and AirPods.
40:18 - The final takeaway for beginner investors.
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
45 min - AAR39 - How to Build Wealth in Your 20s (Without Ruining Your Life)
Are your 20s a time for taking massive risks and experimenting, or is it the most critical decade for laying a rock-solid financial foundation? In this episode of At Any Rate, Evan Raidt and Andrew Sather break down exactly how to navigate your finances in your 20s. They discuss the unmatched power of compound interest, why building good habits matters more than a high salary, where to park your savings, and the debate over whether a college degree is actually worth the cost.
Topics Covered:
Why compound interest makes your 20s the most critical decade for investing
The debate on using your 20s to "take massive risks" vs. building a stable foundation
Why paying attention to your money and utilizing a budget is the first major step
Where to put your savings
Building "Career Capital"
The College Debate: Is a degree necessary
Timestamps:
02:56 Why starting in your 20s is critical for compound interest
6:42 Are your 20s for taking massive risks or staying on a stable path?
19:39 Avoiding the pressure of flashy lifestyle creep and "next steps"
24:07 The best places to put your savings and the power of tracking dividends
30:18 Focusing on "Career Capital" and acquiring new skills
34:10 College vs. Certifications: Do you really need a degree?
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Free monthly budgeting spreadsheet: https://einvestingforbeginners.com/budget/
Email Evan: [email protected]
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, financial freedom is built one smart move at a time. Keep it simple, keep it steady, and at any rate, we’ll see you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Upgrade your wardrobe with Quince to get high-quality, luxury essentials at a fraction of the cost by visiting https://quince.com/beginners
Get your free quote and see how much you could save at SelectQuote.com/beginners
Turn your passion into profit, connect directly with eager buyers, and grow your business by hosting live, interactive auctions at https://whatnot.com/sell
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
51 min - Why I Quit Swing Trading to Build a Long-Term Portfolio (And a Huge Podcast Announcement!)
Have you ever felt the urge to just trade a stock because you were bored, or felt like you had to "do something" to make money?
In this episode, we address a major transition for the Investing for Beginners podcast and introduce a new co-host, Stephen Morris. We dive into Stephen’s personal journey, the "gambler's fallacy" in trading, the power of a company's "moat," and why sometimes the best action in your portfolio is no action at all.
We discuss:
The Big Announcement: Addressing Dave's departure from the podcast and Sather Research, and Stephen stepping up to the mic.
The Day Trading Trap: Stephen shares his grueling 11-hour days trying to day trade after retiring from the Army, and the massive stress it caused.
The Gambler's Fallacy: How doubling down on a losing trade can completely wipe out your portfolio.
Scratching the "Itch": How to manage the psychological need to trade without risking your core long-term investments.
Circle of Competence: How Stephen used his military background to successfully evaluate General Dynamics (GD).
Timestamps
02:23 Introducing Stephen Morris as the new co-host.
04:48 Stephen’s journey into day trading after retiring from the Army.
14:23 Andrew explains the "gambler's fallacy."
16:49 Why long-term investing is a more scientific and stable approach.
17:40 Understanding the importance of a company's "moat" (featuring Casey's).
25:46 Applying the "circle of competence" to General Dynamics (GD).
32:28 The most beneficial lesson learned: Patience and knowing "it's okay."
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Go to auraframes.com and use promo code BEGINNERS at checkout to get $35 off https://auraframes.com/
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
38 min - How to Invest in the "Core" of AI, Crypto, and Real Estate in 2026 with Dan Daly
Want to get our best investing ideas each month? Join the Value Spotlight newsletter here: https://einvestingforbeginners.com/value-spotlight-newsletter/
Are you maximizing the equity in your assets, or is your wealth just sitting "under the mattress" losing value to inflation?
In this episode, Andrew is joined by entrepreneur Dan Daly to discuss his journey from evaluating stocks in the Wall Street Journal to launching a massive private equity fund in Europe. Dan unpacks his "observational investing" thesis. He also breaks down his "lightbulb" moment with real estate.
We discuss:
The concept of observational investing and owning the "core of the onion" for major economic trends.
Why the massive power demands of AI data centers make nuclear energy and uranium a foundational investment.
Leveraging home equity tax-free to acquire cash-flowing real estate assets rather than holding dead equity.
The advantages of buying short-term rentals in high-tourism European.
How the Portugal Golden Visa.
Timestamps
01:13 - The childhood paper route lesson.
03:51 - Finding investment ideas by observing daily life.
05:48 - The "core of the onion" investing philosophy.
07:26 - Why the electric grid can't handle data centers.
16:04 - Looking at crypto platforms as the new toll roads for the financial system.
21:00 - The "Rich Dad Poor Dad" lightbulb moment.
22:40 - Pulling tax-free equity from a primary residence to buy three European properties.
27:32 - Why Dan chose Portugal over crowded US markets for short-term rentals.
34:28 - Launching a $25 million private equity fund for boutique hotels in Portugal.
34:48 - Breaking down the 5-year process of securing a Portugal Golden Visa.
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Dan's Real Estate Fund: https://globalipllc.com/
Daniel Daly on LinkedIn: https://www.linkedin.com/in/daniel-daly1/
Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today. https://www.shopify.com/beginners
Download the Plynk app today to start building your investing confidence: https://plynkinvest.app.link/IFB
Go to auraframes.com and use promo code BEGINNERS at checkout to get $35 off https://auraframes.com/
Get your free quote and see how much you could save at SelectQuote.com/beginners
Interested in how your company sponsor the show? Reach us at [email protected]
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | TuneinLearn more about your ad choices. Visit megaphone.fm/adchoices
50 min
About The Investing for Beginners Podcast - Your Path to Financial Freedom
From the publisher's feed
The Investing for Beginners Podcast teaches you how to buy your first stocks and build long-term wealth in the stock market— without the hype or confusing jargon.
Hosts Andrew Sather and Stephen Morris break down value investing fundamentals into plain English: how to read financial statements, value a company, avoid common beginner mistakes, and build a long-term portfolio you can actually stick with.
Plus, in our At Any Rate episodes with host Evan Raidt, we tackle the personal finance side of wealth building— paying off debt, budgeting, saving, and the money debates every household faces before (and while) investing.
Stop chasing "get-rich-quick" schemes and start building your path to financial freedom, one episode at a time. Follow for more.
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