The Investipal Podcast

By Investipal

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and ... more

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FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.

The Investipal Podcast episodes:

May 30, 2024Inside the Fintech & Private Credit Booms with Christian Faes
Christian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender.
In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Christian offers key insights for private credit investors and discusses the role of technology in enhancing niche lending markets.
Please enjoy our conversation with Christian Faes.
----
Links:
The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.
Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠
Find Christian Faes at:
https://www.linkedin.com/in/christianfaes/
https://x.com/christianfaes?lang=en
https://www.faes.co/
https://www.f2yes.com/
https://www.lendinvest.com/
----
Key Takeaways
How Governments Can Support Innovation: The UK's proactive approach to encouraging FinTech innovation post-2008 financial crisis demonstrates the significant role of supportive government policies and regulatory frameworks in driving industry growth. This strategy has resulted in considerable investment, establishing the UK as a world leader in financial technology.

Gradual Disruption of the Financial Sector: The transition from initial revolutionary expectations in FinTech to a more steady, evolutionary integration underscores the difficulties of displacing well-established financial incumbents. It also emphasizes the importance of technology in gradually enhancing and transforming traditional financial services.

Increasing Interest in Private Credit: The surge in private credit interest is driven by significant shifts in the investment landscape, including a decrease in publicly listed companies and heightened banking regulations post-2008. These changes have opened opportunities for private lenders to provide more adaptable and efficient financing solutions, catering to borrowers not adequately served by traditional banks.

Gaining Competitive Advantage through Technological Specialization: The effective integration of technology in specific lending markets, such as real estate bridging finance, exemplifies the competitive benefits of combining specialized knowledge with tech-enabled operations. This approach enables agile companies to meet specific customer needs more effectively than traditional banking institutions.

Key Considerations for Private Credit Investment: When assessing private credit opportunities, investors and advisors should concentrate on diversification, the manager's experience and track record, and the institutional rigor of the funds. These factors are essential for making well-informed and strategic investment decisions in the private credit market, ensuring a diverse and resilient investment portfolio.
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Timestamps
00:00 The Journey from Lawyer to Lending Entrepreneur
02:05 The UK's Role in Fintech Innovation
06:25 The Rise of Private Credit
11:09 Increased Appetite for Private Credit
13:22 Banks Investing in Private Credit Funds
20:05 Advice for Investment Advisors on Private Credit
...more
24min
May 16, 2024The Legacy of Jim Simons and Quant Investing with Meb Faber
Meb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing.
In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor stock that has outperformed Nvidia.
Please enjoy our conversation with Meb Faber.
----
Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Meb Faber at:
https://mebfaber.com/

https://twitter.com/mebfaber

https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w

https://www.cambriafunds.com/
Other Links Mentioned In the Episode:
https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X
https://www.acquired.fm/episodes/renaissance-technologies
https://mebfaber.com/wp-content/uploads/2016/04/GAA-Book-1.pdf
Hanmi Semiconductor Co Ltd (the little known stock that has outperformed Nvidia) https://finance.yahoo.com/quote/042700.KS/
----
Key Takeaways
Jim Simons' Legacy: Jim Simons is considered one of the greatest investors, particularly in the quant space. His approach, combining scientific rigor with financial markets, led to extraordinary returns and has left a lasting impact on quantitative investing.

Scientific Approach to Markets: Renaissance Technologies, founded by Simons, utilized a highly scientific approach to trading, involving high-frequency, short-term positions across various asset classes. This strategy, although not scalable beyond a certain size, delivered consistent and high returns.

Trend Following and Diversification: Meb advocates for a significant allocation to trend following in investment portfolios, suggesting up to 50%. He believes this strategy, along with value investing, can enhance returns and diversify risk, especially during market downturns.

Global Market Portfolio: Meb emphasizes the importance of a diversified global market portfolio, which includes a mix of global stocks, bonds, and real assets. He argues that such a portfolio provides a solid foundation for investors, regardless of short-term market fluctuations.

US vs. International Investing: While the US stock market has outperformed globally in recent years, Meb points out that diversification into international markets has historically provided benefits. He notes that non-US markets often offer better opportunities due to lower valuations and different market conditions.

US Industrial Policy and Future Outlook: Meb discussed the impact of recent US policies aimed at onshoring key industries, such as semiconductors. He sees these policies potentially continuing the US's economic uptrend, but he remains cautious about overreliance on US equities alone. Meb emphasizes the importance of maintaining a diversified approach to capture opportunities globally and hedge against potential domestic market fluctuations.
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Timestamps
00:00 Introduction and Jim Simons' Legacy
08:24 The Benefits of Trend Following
12:48 Global Investing and Diversification
28:01 The Scientific Approach to Investing and Long-Term Perspective
...more
39min
May 14, 2024Good Financial Planning Depends on Good Data
Tim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core.
In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.
Please enjoy our conversation with Tim Bickmore.
----
Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Tim Bickmore at:
https://www.linkedin.com/in/timbickmore/
https://twitter.com/bickmore57
https://twitter.com/LBWWealth
https://www.linkedin.com/company/lbw-wealth-management/
https://www.facebook.com/lbwwealth
https://www.lbw-wealth.com/
https://www.instagram.com/lbwwealth/
https://www.youtube.com/@lbwwealth
https://www.hyphaway.com/
----
Key Takeaways
Poor data, like data misclassification, leads to poor financial planning.

Personal finance applications have improved data organization and visualization, but they often lack the ability to interpret, utilize and forecast the data effectively.

The future of financial planning involves the integration of AI and generative models, but the accuracy and reliability of these models depend on the quality of the data they source.

Having a good financial plan with the foundations taken care of (emergency fund, etc.) allows you to live and spend more freely, and potentially increase happiness.

Tax optimization strategies should be tailored to individual circumstances, and it is important to consider the long-term impact of financial decisions.

Emergency funds and lines of credit can be used strategically depending on cash flow and interest rates.
----
Timestamps
00:00 Introduction
00:32 Advisors' Mistakes in Financial Planning
04:33 The Future of Personal Finance Applications
06:34 Data Classification and Analytics in Financial Planning
08:52 The Emotional Reaction to Financial Planning
09:01 Balancing Spending and Saving
10:39 Common Mistakes in Retirement Planning
12:41 Spending and Saving for Different Generations
13:34 The Influence of Digital Payments on Spending Habits
14:03 The Importance of Awareness in Financial Planning
15:53 Tax Optimization Strategies
20:52 Managing Unexpected Windfalls
21:29 Tax Optimization for Small Business Owners
24:13 Managing Tax Refunds
26:53 Mitigating Tax Bills and Positioning Refunds
28:58 Using Emergency Funds and Lines of Credit
31:06 Conclusion
...more
33min
May 08, 2024Unlocking Growth with Private Lending & Alternative Assets with Jamie Shulman
Jamie Shulman is Co-Founder and Fund Manager at Meriwether Group Capital, a private commercial lending company focused on providing growth capital to lower middle market businesses. After 25+ years in banking and lending, Jamie has built a track record of delivering top tier results to businesses and their shareholders, and developed deep expertise in private credit.

In this episode, Jamie shares with us how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for yield.

Please enjoy our conversation with Jamie Shulman.
----
Links:
The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.

Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/
Find Jamie Shulman at:
https://www.linkedin.com/in/shulmanjamie/
https://twitter.com/jamieshulmanpdx
https://meriwethergroup.com/
----
Takeaways
Private lending companies like Meriwether Group Capital provide growth capital to businesses that don't fit within traditional bank lending criteria.

Meriwether focuses on businesses in high growth mode that are profitable or cash flow positive but need additional access to capital.

Demand for private credit is strong, both from businesses seeking capital and investors looking for yield.

When considering private credit investments, it is important to understand the fund philosophy and risk profile.
----
Timestamps
00:00 Introduction and Background
02:25 Venture Debt and Screening Criteria
05:14 Facility and Investment Structure
06:47 Demand for Private Credit
08:56 Investor Demand for Private Credit
12:09 Accessing Private Credit
15:10 Interest Rate Environment
18:54 Private Credit Screening Criteria
21:01 Hands-On Approach and Borrower Support
22:32 Contact Information
...more
24min
May 01, 2024Unlocking Alternative Investments with Shana Sissel
Shana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.

In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a portfolio. We also discuss cryptocurrency, rate cuts and much more.

Please enjoy our conversation with Shana Sissel, “The Queen of Alternatives”.
----
Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Shana Sissel at:
https://www.shanasissel.com/
https://www.instagram.com/finance_queen2020
https://twitter.com/shanas621
https://www.linkedin.com/in/shsissel/
https://www.banrioncapital.com/
https://www.youtube.com/channel/UCMl9AOTVZEy8EYMh-qXRzsw/featured
----
Key Takeaways:
Alts are continuing to grow in popularity, but there are still issues with access and education - even for many advisors

Existing Alts platforms are either missing key components advisors need such as advisor-friendly research, education, and access, and/or they are owned by larger institutional players that push their own products. Shana created Banrion to fill this need.

The inclusion of Alts aren’t meant to “blow up’ the traditional 60/40 portfolio, but should rather be seen as an evolution that can add unique risk/return characteristics and even better align a portfolio with client passions (e.g. fractional ownership of a sports team)

Shana emphasizes the importance of operational and investment due diligence for all types of investments, and especially so for Alts like private equity and crypto. She warns advisors against investing in anything without proper vetting.

Shana explains that the lockup periods in investments like private equity exist for a reason and trying to find a way around them could lead to potential issues in the future. If clients are uncomfortable with the lockup period, it's best not to invest.

Shana believes that the current economic scenario does not warrant multiple rate cuts as many in the market are anticipating. She argues that different types of alternatives will benefit from different types of economic conditions.
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Timestamps:
00:00 Introduction and Background on Alternative Investments
01:16 Access to Alternative Investments
06:45 Advisors' Interest in Alternative Investments
11:28 Crypto as an Alternative Investment
15:20 Impact of Rate Cuts on Alternative Investments
21:13 Lockup Periods in Alternative Investments
24:17 Conclusion and Contact Information
...more
26min
April 25, 2024The Rational Approach to Wealth Management with Cameron Passmore
Cameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology.
In this episode, we discuss PWL’s client-centric approach, how they structure the organization to align with purpose, building a nationally-recognized brand centered on improving financial literacy, the Canadian advisory landscape and the misalignment of incentives, and more.
Please enjoy our conversation with Cameron Passmore.
----
Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Cameron Passmore at:
www.linkedin.com/in/cameronpassmore
www.twitter.com/cameronpassmore
www.pwlcapital.com
www.rationalreminder.ca
----
Key Takeaways:
PWL Capital's approach to financial advising, which integrates financial planning and portfolio implementation under one roof. The firm is independent, employee-owned, and operates with a fee-based model, avoiding conflicts of interest by not selling any other financial products. Their investment strategy relies on building diversified, globally-invested portfolios that align with the client's stated objectives.

PWL Capital, through initiatives like the Rational Reminder podcast and educational YouTube videos, actively contributes to financial literacy by providing evergreen content and white papers. This educational content helps individuals make informed financial decisions, offering insights into investment strategies like the use of ETFs and the principles of quant investing.

The growth and potential of independent financial advisors in Canada is different than the U.S. The Canadian advisory landscape is dominated by the Big Six banks, whereas the U.S. RIA model fosters independence. PWL is structured similarly to the most successful U.S. RIAs which allows for a collaborative environment where advisors share clients and work towards common goals without the pressure of sales quotas, contrasting sharply with the traditional bank or brokerage models that may prioritize product sales over client needs.
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Timestamps:
00:00 Introduction to PWL Capital and Cameron Passmore
06:55 Building Diversified Portfolios at PWL Capital
13:50 Joining a Team with One Client Base
23:49 The High Expense Ratio in Canada
31:30 The Importance of Rebalancing and Sticking to a Strategy
...more
36min
April 17, 2024How to Build Wealth in Today's World with Colin Overweg
Colin Overweg is the founder of Advise Wealth, an Investopedia Top 100 Advisor, and member of the Board for the Financial Planning Association. He’s also been featured in publications like Barron’s, CNBC and The New York Times and a frequent lecturer at various universities.
In this episode, we talk about how building wealth today is radically different than it used to be, pensions, misconceptions about home ownership, how to get started with investing, whole life insurance, Nancy Pelosi’s portfolio and more.
Please enjoy our conversation with Colin Overweg.
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Links:
The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.

Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠

Find Colin Overweg at:
⁠www.linkedin.com/in/colinoverweg⁠
⁠www.twitter.com/colinoverweg⁠
⁠www.instagram.com/colinoverweg⁠
⁠www.youtube.com/@colinoverweg⁠
⁠www.tiktok.com/@colinoverweg⁠
⁠www.advizewealth.com/⁠
----
Key Takeaways:
Building wealth today is significantly different than in previous generations, especially due to the disappearance of pensions and decreased equity compensation options in companies.

Younger generations often face confusion and misconceptions about investment strategies, such as the notion of needing to be wealthy to start investing or the overemphasis on home ownership as a wealth-building decision.

Low-cost index funds, which allow investors to own shares in multiple companies, are recommended for long-term investment. These have shown to outperform around 90% of professional hedge fund managers and traders.

The trend in the financial industry is leaning towards more DIY investing, facilitated by FinTech tools. However, seeking advice from financial advisors still remains relevant.
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Timestamps:
00:00 Introduction and Background
01:00 Common Pitfalls for Young Investors
03:02 The Importance of Starting to Invest Early
06:11 The Shift in Retirement Planning
08:37 The Lack of Retirement Savings
13:18 Investing in Index Funds
17:31 The Role of Financial Advisors
20:38 The Rise of DIY Investing
24:49 The Dangers of Whole Life Insurance
31:09 Conclusion and Contact Information
...more
33min
April 09, 2024Why Financial Advisors Should Collaborate, Not Compete with Stoy Hall
Stoy Hall is the Founder & CEO of Black Mammoth, a Modern Family Office, and host of the NOB$ Wealth Podcast. He’s recognized by Investopedia as a Top 100 Financial Advisor in part due to his dedication to helping women and minority business owners, entrepreneurs, and employees achieve true wealth, and for his commitment to ‘ridding the world of financial illiteracy’.
In this episode, Stoy talks about the importance of teaching financial literacy to children, the grind of wealth building, why alternative strategies are critical (including investing in oneself), and why financial advisors and planners aren’t actually in competition with one another.
Please enjoy our conversation with Stoy Hall.
----
Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Stoy Hall at:
www.linkedin.com/in/stoyhall/
www.twitter.com/Stoy_Hall
www.instagram.com/blackmammoth1
www.facebook.com/stoy.hall
www.tiktok.com/@stoyhall
www.tiktok.com/@stoyhall
www.blackmammoth.com/
www.nobswealthpodcast.com/
----
Key Takeaways:
Financial literacy is severely lacking, especially among younger generations and the non-wealthy. There is a huge gap in proper money education through schools, media, and influencer content.

Building financial literacy from an early age is crucial. Stoy talks openly with his kids about money, has them earn income through jobs/chores, and requires they invest half of what they make.

True wealth building is a grind - it takes perseverance, smart decision-making, and a long-term mindset. Getting rich quick is unrealistic.

Diversifying into alternative investments like real estate, business ownership, and entrepreneurship can lead to exponential wealth growth beyond just stocks/bonds.

Financial planners should focus more on comprehensive planning than just investment management to provide maximum value to clients.

The financial advisory industry needs to increase collaboration, not competition, to improve accessibility and financial literacy for the masses.

Having a well-designed financial plan that aligns your money with life goals is more important than chasing hot investment returns.
----
Timestamps:
00:00 Introduction and Background
03:17 Recognizing the Gap in Financial Education
05:05 Turning Point: Investing in Financial Literacy
06:09 Teaching Financial Literacy to Children
08:13 Investing in What You Know
10:03 The Grind of Wealth Building
12:05 Instant Gratification and Misconceptions about Wealth
19:29 The Value of Financial Planners and Collaboration
24:05 Changing the Status Quo in Financial Planning
26:28 The Need for Awareness and Collaboration in the Industry
30:24 Shifting to a Flat Fee Model
31:15 How to Connect with Stoy Hall
...more
33min
April 02, 2024Financial Literacy for Kids and Teens with Liz Frazier
Liz Frazier is a financial planner, author of "Beyond Piggy Banks and Lemonade Stands" and a strategic advisor to Copper Bank, a digital bank for teens. She’s recognized by Investopedia as a Top 100 Financial Advisor and is fiercely dedicated to promoting financial literacy from an early age.
In this episode, Liz shares valuable tips for parents on introducing money management concepts to kids and teens. We discuss the importance of hands-on experiences, how to handle allowances and credit cards, and preparing the next generation for financial success.
Please enjoy our conversation with Liz Frazier.
--
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Liz Frazier at:
www.linkedin.com/in/lfp
www.twitter.com/lfrazierpeck
www.instagram.com/lizfrazierpeck
www.facebook.com/Liz-Frazier
www.lizfrazier.com/
www.amazon.ca/Beyond-Piggy-Banks-Lemonade-Stands/dp/1475847610
Key Takeaways:
Many adults feel uncomfortable with finance because they weren't taught money management skills when young. Introducing these concepts early can help kids develop financial confidence.

Give kids hands-on experiences with money, such as an allowance, to learn budgeting and the value of money in a tangible way.

Allow kids to make mistakes with money so they can learn from them in a low-risk environment.

Explain financial decisions and the "why" behind recommendations to get kids engaged and build money skills.

Starting investing and saving early allows kids to take advantage of compound interest over many decades.

Use tools like kid-friendly banking apps to make finance interactive and approachable.
Timestamps:
00:00 Introduction and Background
00:47 Discovering Financial Planning
03:23 The Importance of Talking About Money
06:14 Teaching Kids About Finance
08:10 The Impact of Digital Money
09:00 Teaching Kids About Tangible Money
10:24 Tips for Parents to Teach Kids About Finance
12:14 The Role of Copper Bank
14:59 Starting Early for Retirement
20:38 Managing Lifestyle Creep
22:22 The New Generation's Expectations from Financial Advisors
...more
27min
March 27, 2024 Wealth Management, Nvidia, Bitcoin & More with Douglas Boneparth
Douglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. As a regular contributor to outlets like CNBC and WSJ and a financial educator with engagements at places like NYU and Fordham, he’s recognized as a Top 100 Financial Advisor. Alongside his wife, he helps couples talk about and navigate money through their newsletter, The Joint Account. And he’s a pretty prolific Twitter-er (X-er?), where over 250,000 people follow him for his market insights and memes.

In this episode, we discuss building a successful wealth management practice, the Magnificent 7, Nvidia and semiconductors, Bitcoin, and more.

Please enjoy our conversation with Douglas Boneparth.

--
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. For more episodes of The Investipal Podcast visit ⁠⁠www.investipal.co/investipal-podcast⁠⁠

Past guests include ⁠Peter Lazaroff⁠, ⁠⁠Jamie Hopkins⁠⁠, ⁠⁠Nate Hoskin⁠⁠, ⁠⁠Tyrone Ross and many more.

Follow us on LinkedIn: ⁠⁠www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠; Twitter: ⁠⁠@camhowe16⁠⁠ | ⁠⁠@Investipal⁠⁠; Tiktok ⁠⁠@camhowe16⁠⁠ | ⁠⁠@Investipal⁠⁠; or Instagram ⁠⁠@Investipal⁠⁠

Find Douglas Boneparth at:
www.bonefidewealth.com
⁠www.linkedin.com/in/douglasboneparth
www.twitter.com/dougboneparth
www.threads.net/@dougboneparth
www.instagram.com/dougboneparth
www.thejointaccount.beehiiv.com

Show Notes:
00:00 Introduction and Background
03:10 Creating a Financial Planning Practice for Millennials
06:18 The Market and the Magnificent 7
08:47 Market Breath and the Role of the Fed
12:13 The Semiconductor and AI Space
13:59 Diversification and the Risk to Index Investors
15:57 Bitcoin and the Launch of Bitcoin ETFs
18:24 Owning Bitcoin ETFs vs. Raw Bitcoin
23:53 Government Regulation and the Legitimization of Cryptocurrency
26:43 Financial Advisors and the Bitcoin ETF
28:15 The Future of Ethereum and NFTs
29:01 Conclusion and Where to Find Douglas Bonaparte
...more
31min

FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.