The Legacy Finance Podcast

Can you get your stocks down to $0 cost basis? Short answer is YES! Listen along while I discuss my strategy to get $IWM at a $0 cost basis for a long term hold.

As always, I welcome comments at The Legacy Finance Podcast Twitter page or email [email protected].

We had a tumultuous week with some incredible swings in the market. Today I go over the recent put contracts I sold and the resulting share assignment from the severe price drop across the board. I detail the formula I use to find my cost basis and the strategy I am going to use going forward with the assigned shares. Listen in and let me know what you are doing during this volatile market!

As always, I welcome comments at The Legacy Finance Podcast Twitter page or email [email protected].

In this episode I discuss my wife's recent desire to begin buying stocks and learning about investing. I go over her first stock pick, some companies I helped her choose based on her area of expertise (shopping!) and some growth stuff I slid in myself. Please enjoy listening and be sure to let me know what you thought of the show or any comments about your own experiences with introducing family to the exciting world of long term investing! I will post a screen shot of my wife's portfolio and you can find my other investing and options ideas on my Twitter @Options_Legacy. Email at [email protected]

I go over how my son chose Roblox (RBLX) as his pick for his first investment and the reasons for opening a brokerage account for my kids. Listen for ideas you can implement with your own family and please let me know if you do anything differently. I'd love to hear what other parents, aunts, uncles, or grandparents do for the kids in their lives as far as teaching about money, saving and investing. Leave comments at The Legacy Finance Podcast Twitter page or email [email protected].

Get to know a little about me and my attitude towards investment... and baseball! This introduction episode will set the stage for future episodes and hopefully peak your interest enough to come back for more.

For regular investment moves and other chatter please follow on Twitter @Options_Legacy and feel free to email with any questions or comments [email protected]