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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
- AAR18 - Having a Budgeting Breakthrough with Kathy Tomes
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
On this episode of 'At Any Rate,' host Evan Raidt welcomes Kathy Tomes, creator and host of 'Budgeting Breakthrough.' They discuss making sustainable financial changes, Kathy’s personal financial awakenings, and the development of her Budgeting Breakthrough system.
Key topics include the importance of financial planning, emotional aspects of money management, the power of automation, and tips for maintaining financial discipline.
Kathy also shares insights into using her budgeting tool for achieving various financial goals and why investing in financial tools can outweigh their costs.
The episode emphasizes the concept of financial freedom through consistent and mindful financial habits.
00:00 Welcome and Introduction00:06 Meet Kathy Tomes: Budgeting Expert00:41 Kathy's Financial Awakening03:03 The Birth of Budget Breakthrough04:41 Automation and Financial Beliefs05:47 Prioritizing Financial Freedom10:06 Sustainable Financial Changes12:04 The Origin of Budget Breakthrough17:30 Using Budget Breakthrough for Various Goals19:13 Client's Retirement Lifestyle Shift20:27 Personal Financial Rituals21:10 Vision Budgeting and Manifesting24:40 Budgeting Tools and Techniques30:57 Credit Card Management Strategies34:22 Investing in Financial Tools37:23 Conclusion and ResourcesTimestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Unlock the habits and tools for real financial transformation—start your today with Kathy at budgetbreakthrough.com!
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
46 min - The Stocks Behind Everyday Life (Part 2)
In this episode of the Investing for Beginners Podcast, Dave and Andrew continue their discussion on finding investment ideas from everyday life. They explore companies associated with the modern workday, such as Google, Salesforce, and Dell, highlighting their financial performance and growth prospects.
Other companies discussed include Starbucks, Zoom, DoorDash, Wendy's, Otis Elevators, and Uber, providing a comprehensive overview of their market position and financial health.
The episode emphasizes the importance of understanding business models and staying informed about the investment potential of the companies encountered daily. The hosts also stress the value of looking beyond traditional stock screeners and finding hidden investment gems in familiar places.
00:00 Introduction and Recap of Part One
00:38 Exploring Workplace Investment Ideas
01:18 Deep Dive into Google
04:56 Analyzing Salesforce
08:11 Starbucks: A Surprising Contender
10:35 Zoom: The Pandemic Darling
14:14 Dell Computers: A Solid Investment?
16:08 Lunch Break: Wendy's and DoorDash
16:43 Dave's Burgers and Disappointment
16:58 Analyzing DoorDash's Performance
21:04 Wendy's Struggles and Fast Food Woes
23:36 Otis Elevators: A Stable Investment?
25:07 Netflix's Growth and Content Strategy
29:50 Uber vs. Lyft: A Tale of Two Rideshares
33:10 Conclusion: Finding Stocks in Everyday Life
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 - The Most Exciting Change to Our Business Yet
In this episode, Andrew and Dave announce a major change for their business, as Dave takes over as the new portfolio manager for Value Spotlight. The discussion includes Dave's investment focus on payments, semiconductors, and energy sectors, explaining why these industries are promising for the future.
Dave shares his journey of learning about these sectors, including experiences with JP Morgan, and offers insights into his investing philosophy, how he manages risks, and his diligence in handling investor responsibilities.
An overview of Value Spotlight's future directions under Dave's leadership is also provided.
00:00 Welcome and Big Announcement
00:23 Transition to New Portfolio Manager
01:35 Focus on Payments Industry
04:38 Global Impact of Mobile Payments
07:19 Understanding Visa and MasterCard
13:14 Introduction to Semiconductors
15:21 Learning About the Semiconductor Industry
19:30 Exploring the Energy Sector
32:52 Introduction to Investment Philosophy
33:55 Managing Portfolio Risks
35:03 Learning from Market Crashes
38:42 Dealing with Investment Mistakes
42:02 The JP Morgan Story
45:26 Becoming a Writer
48:39 Excitement for Stocks and the Market
50:17 Value Spotlight and Future Plans
54:22 Final Thoughts and Encouragement
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
1 hr 8 min - AAR17 - Our Home Buying Experience
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
In this episode, Evan Raidt and Andrew Sather dive deep into the personal and transparent journey of buying a first home.
Evan details the step-by-step process he and his wife underwent, from saving 30-40% of their income post-college to navigating the complexities of home-buying.
The discussion includes budget strategies, financial decisions, and unexpected hurdles.
Additionally, Evan highlights the importance of honest communication in partnerships, hiring the right realtor, and getting a professional home inspection.
He also introduces a free home-buying calculator to help future homeowners plan effectively.
The episode concludes with Evan inviting listeners to ask questions for a future follow-up session.
00:00 Introduction and Guest Welcome00:19 Personal Home Buying Journey Begins01:50 Financial Planning and Budgeting08:35 Deciding to Buy a Home09:59 Exploring Home Options and Tools16:32 Choosing a New Home21:48 Starting the Closing Process22:27 Making the Earnest Money Deposit23:54 Navigating Financial Scrutiny25:14 Securing Home Insurance25:49 Importance of Home Inspection29:39 Finalizing the Purchase31:01 Mistakes to Avoid as a First-Time Home Buyer36:04 Understanding Realtor Roles40:38 Q&A 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
48 min - Falling Knives & Hidden Gems: What Adobe Teaches About Risky Stocks
Welcome to another episode of the Investing for Beginners podcast! In today's Q&A session, Dave and Andrew tackle three listener questions that span a variety of investing topics.
First, they help Freddy from Canada decide whether to keep his investments in an RRSP or move them to a TFSA. Next, they answer Boz's question about Adobe stock, discussing whether it's undervalued or a falling knife. Lastly, they explain the concept of 'cost of equity' and its importance to investors, especially younger ones.
00:00 Introduction and Listener Questions Overview
00:22 Freddy's Dilemma: RRSP vs TFSA
11:09 Analyzing Adobe's Stock: Is It Undervalued?
22:46 The SNAP Test and Adobe's Market Position
23:36 Identifying Falling Knives in the Market
24:49 Case Study: GameStop's Financial Struggles
27:01 Key Indicators of a Falling Knife
31:08 Understanding the Cost of Equity
36:52 Impact of Interest Rates on Cost of Equity
41:23 Resources for Learning About Cost of Equity
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
49 min - Unlocking Investment Strategies with Daniel and Shawn from the Intrinsic Value Podcast
Welcome to another episode of the Investing for Beginners podcast! In this engaging discussion, we welcome back Daniel and Shawn from the Intrinsic Value Podcast to dive deep into investment strategies.
We explore how they source investment ideas, their approaches to understanding company value, and the importance of brand and consumer insights. With a focus on practicality, they share how they navigate competitive advantages, manage risk, and approach valuations.
00:00 Introduction and Guest Welcome
00:30 Sourcing Investment Ideas
01:21 Evaluating Companies and Inflection Points
02:09 Personal Investment Strategies
06:04 Community Insights and Bias
07:46 Writing and Research Process
16:56 Circle of Competence and Risk Management
34:35 Understanding Supply and Demand in Tech Investments
35:40 The Importance of Brand Value Over Technology
41:46 Valuation in the Investment Process
49:04 Evaluating Competitive Advantages and Moats
57:06 Insights on Global Market Differences
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Learn more from Daniel and Shawn:
Intrinsic Value Podcast website/newsletter
Intrinsic Value Podcast Spotify
Intrinsic Value Podcast YouTube
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. That’s T-E-S-B-R-O-S dot com and use code POD15 at checkout.
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
1 hr 12 min - AAR16 - How to Avoid the Hype
In this episode of 'At Any Rate,' host Evan Raidt is joined by financial expert Dave Ahern to discuss the hype and overconfidence prevalent in the stock market.
They explore how excitement around phenomena like AI can drive investors' decisions, often leading to premature and misguided investments.
They stress the importance of financial literacy, cautious investments, and understanding the long-term cycles of the market.
Dave also shares strategies for maintaining motivation and making smart investment choices despite market volatility.
Listeners are encouraged to approach investing with caution, avoid succumbing to hype, and find a balance in their financial strategies.
00:00 Introduction and Welcome00:27 Discussing Market Hype and Overconfidence01:10 AI Hype and Media Influence03:55 Market Cycles and Investor Behavior05:38 Personal Experiences with Market Hype07:41 The Impact of Information and Technology on Market Hype14:28 Strategies to Avoid Falling for Market Hype22:07 Staying Motivated and Balanced in Investing31:07 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.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
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
37 min - The TikTok Effect: 4 Social Media Stocks to Watch Right Now
In this episode, Dave and Andrew delve into the recent news surrounding TikTok's influence on social media stocks. They discuss the potential impact of TikTok's proposed US-China split and analyze how it might affect other major social media companies like Meta, Snapchat, Pinterest, and Reddit. The conversation touches on key performance indicators such as daily active users (DAU) and average revenue per user (ARPU).
Additionally, the hosts explore the broader implications for the market, considering how shifts in regulatory environments and technological advancements in AI and hardware could shape the future of these companies.
00:00 Welcome to Investing for Beginners
00:11 Breaking News: TikTok's Impact on Social Media
01:07 TikTok's US-China Deal Explained
05:23 Implications for Tech Giants and the Market
09:12 Regulatory Risks in International Investments
09:54 Practical Advice for Beginner Investors
14:26 Analyzing Social Media Stocks
27:49 The Future of Super Apps
46:21 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. That’s T-E-S-B-R-O-S dot com and use code POD15 at checkout.
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 - The Stocks Behind Everyday Life
In this episode, Andrew and Dave discuss stocks that listeners encounter in their everyday lives. Starting from morning routines involving Keurig coffee and Crest toothpaste, they delve into companies like Dr. Pepper, Keurig Dr Pepper, and Procter & Gamble.
The journey continues with an exploration of Johnson & Johnson, various car manufacturers like Ferrari and Tesla, and fast-food giants such as McDonald's and Domino's Pizza.
They also analyze entertainment stocks like Spotify and Apple, and grocery stores like Kroger and Sprouts. Through this engaging exercise, they highlight the financial metrics and growth potential of each company, providing insights into what makes these familiar names solid or risky investments.
00:00 Introduction to Investing for Beginners
00:40 Morning Routine Investments: Keurig and Dr. Pepper
05:07 Procter & Gamble: The Household Giant
09:29 Johnson & Johnson: A Healthcare Staple
12:32 Automotive Investments: From Ferrari to Tesla
17:15 McDonald's: A Breakfast Investment
17:48 Franchise Model Insights
17:55 Domino's Pizza Revenue
18:24 Stock Growth Rates
19:44 Spotify Financial Overview
22:29 Apple's Revenue and Profit
27:14 Lunch Options: Chipotle vs. Kava
30:19 Grocery Store Comparisons
34:29 Conclusion and Next Steps
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.
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
41 min - AAR15 - Avoiding Financial Biases with John De Goey
In this episode of 'At Any Rate,' host Evan Raidt is joined by John De Goey, author of 'Bull Shift,' host of 'Make Better Wealth Decisions Podcast,' and a respected portfolio manager.
John shares his extensive journey to becoming a consumer advocate and financial advisor, highlighting his personal financial awakening.
John discusses various biases, emphasizing overconfidence and recency bias, and how they impact our financial decisions.
The conversation delves into the concepts of optimism bias and longevity risk and the importance of diversification.
John offers valuable advice on preparing for economic downturns and the role of financial advisors in providing focus and discipline. He also recommends several insightful books on behavioral finance and shares his views on achieving financial freedom.
The episode wraps up with John providing information on where to find more of his work, including his podcast and latest book.
00:00 Introduction and Guest Welcome00:33 John Dego's Journey to Financial Advocacy02:40 Personal Financial Awakening05:27 Understanding Financial Biases08:13 Stagflation and Economic Concerns13:47 Financial Goals and Industry Changes28:10 The Role of Financial Advisors31:59 Longevity Risk and Financial Freedom35:28 Recommended Reading for Financial Literacy39:32 Conclusion and Where to Find MoreTimestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Please make sure you subscribe to John's channels and website. You can find him on his website johndegoey.ca, his podcast Make Better Wealth Decisions Podcast, and buy his book Bull Shift, where all books are sold.
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.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
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
46 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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