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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
- Investing in Yourself: Skills, Mindsets, and Tools for Stock Pickers
In this episode, Andrew and Dave dive into the crucial yet often overlooked investment of self-improvement. The discussion covers various topics, including the significant ROI of investing in your own skills, the importance of compounding knowledge over time, and the mindset required to be a successful investor.
They emphasize building a robust knowledge base through reading, using tools like Audible and library resources, understanding accounting, utilizing financial data tools, subscribing to informational resources, keeping detailed investment notes, and listening to earnings calls.
The episode also addresses the importance of emotional IQ, humility, patience, and leveraging technological advancements to stay informed and make better investment decisions.
00:00 Welcome to Investing for Beginners
00:31 The ROI of Investing in Yourself
03:08 The Power of Stock Investing
05:49 Building Your Knowledge Base
15:21 The Importance of Emotional IQ in Investing
21:15 Balancing Confidence and Humility in Investing
21:54 Lessons from College Baseball
23:26 The Importance of Patience in Investing
28:54 Understanding Accounting: The First Tool for Investors
30:07 Leveraging Data Visualization Tools
35:53 The Power of Note-Taking and Journaling
38:28 The Value of Earnings Calls
42:19 Conclusion: Investing in Yourself
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.
This message is sponsored by Greenlight. Don’t wait to teach your kids real-world money skills, start your risk-free Greenlight trial today at greenlight.com/investing.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
49 min - AAR21 - 5 Ratios to Understand Your Financial Situation
You can find Evan's custom home buying spreadsheet by going to http://Einvestingforbeginners.com/homebuying
In this episode, Evan Raidt and returning guest Dave Ahern dive deep into essential financial ratios crucial for maintaining and tracking your financial well-being.
They discuss various topics, including savings rate, cost of needs ratio, the importance of emergency funds, net investment ratio, debt to income ratio, and a bonus segment on partner income ratio for couples.
The discussion emphasizes the importance of using these ratios as guidelines for personal financial improvement rather than strict benchmarks and advises against comparing oneself to others.
The episode also touches on the practical aspects of managing these ratios, including setting up automated savings and handling joint finances responsibly.
00:00 Introduction and Guest Welcome00:31 Understanding Financial Ratios01:49 The Danger of Comparisons04:59 Calculating Your Savings Rate06:18 Gross vs. Net Income09:03 Cost of Needs Ratio16:32 Emergency Fund Ratio21:32 The Importance of an Emergency Fund22:59 Understanding the Net Investment Ratio25:16 Calculating Your Net Worth30:08 Debt to Income Ratio Explained37:14 The Dangers of Buy Now, Pay Later39:53 Partner Income Ratio in Relationships43:18 Final Thoughts and Practical TipsTimestamps 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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at [email protected]
If you’d like to discuss sponsorship or advertising opportunities, shoot us an email at [email protected].
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
52 min - The Truth Behind the Most Famous Slogans on Wall Street
In this episode of the podcast, Andrew and Dave dive into the truth behind some of Wall Street's most famous slogans. They discuss the deeper meanings and practical implications of slogans like 'Greed is good,' 'Buy low, sell high,' 'The trend is your friend,' and many more.
The conversation covers the dangers of greed, the challenges of market timing, the importance of understanding business fundamentals, and the nuances of investing strategies. Listeners are encouraged to focus on long-term value investing and to exercise caution with hype-driven market trends.
00:00 Welcome to Investing for Beginners
00:23 Greed is Good: Analyzing the Famous Slogan
02:49 Buy Low, Sell High: Timeless Investment Mantra
04:12 The Trend is Your Friend: Understanding Market Trends
11:18 Sell in May and Go Away: Seasonal Investment Strategies
14:25 Buy the Rumor, Sell the News: Speculative Investing
16:28 Bulls, Bears, and Pigs: Market Behavior Insights
24:54 Time in the Market vs. Timing the Market
26:58 Cash is King: The Role of Liquidity in Investing
31:24 Risk Comes from Not Knowing What You're Doing
33:18 Money Never Sleeps: The Ever-Active Market
34:53 Conclusion and Listener Engagement
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.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
This message is sponsored by Greenlight. Don’t wait to teach your kids real-world money skills, start your risk-free Greenlight trial today at greenlight.com/investing.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
42 min - Investing for Your Children's Future: Beginner's Guide & Key Accounts Explained
In this episode of the Investing for Beginners podcast, we explore the topic of investing for your children. We dive into various investment options available, such as 529 accounts, custodial IRAs, and the new Trump account. The hosts discuss the importance of starting early and the benefits of tax-advantaged accounts. You'll hear practical advice on how to get your kids interested in the stock market, the power of compounding, and the impact of early financial education on their future.
00:00 Introduction to Investing for Kids
00:24 Bitcoin and Other Investment Options
00:48 529 Plans: A Smart Start for College Savings
05:41 UTMA and UGMA Accounts: Flexible Investment Options
11:50 Custodial IRA Accounts: Investing with Earned Income
13:36 The New Trump Account: A Government-Backed Investment
15:26 The Power of Compounding: Why Start Early?
17:49 Engaging Kids in Investing: Tips and Stories
28:38 Conclusion: Setting Up Your Kids for Financial Success
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.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
This message is sponsored by Greenlight. Don’t wait to teach your kids real-world money skills, start your risk-free Greenlight trial today at greenlight.com/investing.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min - AAR20 - New Job? How to Handle Finances During a Job Change
You can find Evan's custom home buying spreadsheet by going to http://Einvestingforbeginners.com/homebuying
In this episode, host Evan Raidt is joined by Andrew Sather to offer practical advice on managing finances during a job transition.
They discuss the concept of lifestyle inflation and why merely avoiding it isn't sufficient. Instead, they recommend a balanced approach, suggesting a 30/70 split between spending and saving any income increase.
Key points include accounting for hidden expenses like insurance and taxes, understanding the importance of emergency funds, and navigating the complexities of benefits like 401k and FSA accounts when switching jobs.
The episode also emphasizes the significance of communication and financial rebalancing in relationships during such transitions. Evan and Andrew conclude with sustainable strategies to ensure financial stability and emotional well-being.
Whether you're receiving a raise or taking a pay cut, their advice aims to help you make informed, balanced financial decisions during your job move.
00:00 Introduction and Welcome00:57 Defining Lifestyle Inflation02:34 Handling Salary Increases and Decreases03:46 Hidden Expenses and Detailed Budgeting06:59 Spending and Saving Strategies20:27 Emergency Funds and Job Security21:54 Retirement Accounts and Benefits26:25 Relationship and Financial Communication32:07 Conclusion and Final ThoughtsTimestamps 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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
38 min - Financials Demystified: Everything Outside EBIT
In this episode, Andrew and Dave dive deep into understanding the income statement beyond EBIT. They discuss the importance of taxes, the lifecycle of companies and its impact on financials, and Warren Buffet's insights on tax deferred assets.
The hosts also explore interest expenses, interest income, and their significance to a company's financial health. They highlight the value of footnotes and other financial statement details, providing tips on identifying potential issues and assessing investments more effectively.
00:00 Welcome to Investing for Beginners
01:18 Understanding the Company Lifecycle
03:24 The Impact of Taxes on Businesses
12:57 Interest Expense and Its Implications
17:15 Exploring Interest Income
24:05 The Importance of Footnotes in Financial Statements
33:21 Final Thoughts and Wrap-Up
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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
40 min - Don't Get Too Excited About AI Headlines Hype. Here's Why
In this episode, Andrew and Dave discuss current news surrounding AI partnerships and investments, focusing on major deals involving OpenAI, Oracle, AMD, and Nvidia. They analyze the implications of a $400 billion deal between OpenAI and Oracle, expressing concerns about OpenAI's profitability and the feasibility of such large-scale financial commitments.
The conversation also explores how major cloud players like Microsoft, Google, and Amazon are impacted by CapEx spending related to AI growth and cloud infrastructure. They reflect on historical investment trends, technological booms, and the challenges in accurately predicting long-term winners in emerging tech industries. The hosts emphasize cautious optimism and the importance of a diversified investment approach.
00:00 Welcome to Investing for Beginners
00:03 AI Power Plays in the News
00:45 Oracle's $400 Billion Deal with OpenAI
01:18 Concerns About OpenAI's Profitability
01:37 The Role of Oracle in AI Infrastructure
04:05 The Black Box of OpenAI's Financials
04:52 Skepticism Around AI Revenue Projections
08:36 Historical Parallels: The Dot-Com Bubble
12:55 Impact on Major Cloud Players
13:14 Understanding Cloud Hyperscalers
17:20 CapEx Spending and Returns
20:31 Future of AI and Cloud Investments
24:27 Speculation and Caution in AI Investments
32:45 Conclusion and Final Thoughts
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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
39 min - AAR19 - 5 Ways to Protect Your Retirement
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
In this episode of 'At Any Rate,' host Evan Raidt and guest co-host Dave Ahern delve into crucial strategies for planning and securing your retirement.
They discuss the importance of leveraging tax benefits, understanding retirement account rules, preparing for unexpected expenses, and considering passive income options like real estate.
The hosts also emphasize the significance of maintaining a high-yield savings account or bonds as a safety net.
This episode offers practical advice on how to make sustainable financial changes to ensure a comfortable retirement.
00:00 Introduction and Welcome00:25 Discussing Retirement and Its Importance02:50 Tax Benefits of Retirement Accounts04:52 Understanding Roth IRA and Traditional IRA09:49 The 4% Rule for Retirement17:08 Passive and Semi-Passive Income in Retirement24:58 Preparing for Taxes in Retirement31:20 Emergency Funds and Safety Nets32:28 Conclusion and Final ThoughtsTimestamps 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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
39 min - The Secret Business Model Behind Visa and Mastercard
In this episode, Andrew and Dave delve into the intricate business models of Visa and MasterCard. They discuss the performance and history of these companies, emphasizing Visa's American-centric focus compared to MasterCard's international reach. The conversation covers the concept of a duopoly and how both companies have become dominant players through strong network effects.
They analyze the revenue streams of Visa, including service revenues, data processing, international transactions, and value-added services, and discuss the growth potential of these segments. The episode also compares Visa and MasterCard with competitors like American Express and Discover, highlighting the differences in their business models. Key risks such as regulation, real-time payments, and platform power are examined. The episode concludes by exploring the future of the industry and the potential for further innovation in payment systems.
00:00 Introduction to the Podcast
00:30 Why Care About Visa and MasterCard?
00:50 History and Overview of Visa and MasterCard
04:00 Understanding the Business Model
13:53 Revenue Streams of Visa
24:50 Comparing Visa and MasterCard
25:52 Competitors: American Express and Discover
30:59 Risks and Future Outlook
39:58 Conclusion and Additional Resources
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.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
47 min - Using AI for Stock Research: Tips + Prompts with Brian Feroldi
Welcome to the Investing for Beginners podcast. In this episode, we are joined by Brian Feroldi from the Long-Term Mindset to explore how AI can enhance stock research. Brian shares his experience and tips on integrating AI for fundamental analysis, explaining its benefits and limitations.
He walks through various practical AI prompts to analyze a company, from business phase analysis to risk assessment. Brian also introduces his tool, Stock Simplifier, including in-depth prompts for effective research.
00:00 Welcome and Introduction
00:30 Embracing AI in Everyday Life
01:31 AI for Fundamental Analysis
02:50 Benefits of Using AI in Investing
05:19 Addressing AI Concerns and Trust Issues
10:15 Effective AI Prompting Techniques
17:19 Live Demonstration: AI in Action
24:06 Revenue Breakdown and Customer Purchase Frequency
25:05 Pricing Power and Market Sensitivity
25:51 Recession Impact Analysis
27:40 AI-Powered Moat Analysis
33:11 Business Phase Analysis
37:07 Risk Assessment Using AI
41:39 AI in Stock Analysis: Efficiency and Future
44:19 Stock Simplifier: A Tool for Retail Investors
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Stock Simplifier with AI Prompts
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
53 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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