The Money Huddle

The Money Huddle

By Vertex Capital AdvisorsBusinessEducationSelf-ImprovementInvesting
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The Money Huddle episodes

  • Black Belt Mentality

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    41 min
  • Halftime 2021: An Interview with Steve Osterink, Jr.

    This week's episode is the audio from our monthly webinar series. This month, interviewed Steve Osterink, Jr. about several topics that we are monitoring with markets and the economy. Hope you enjoy the interview!

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    57 min
  • Interview with Jon Lohr, CFA®

    Jon Lohr is a valued member of our team, and for this episode, we coaxed him out of his black box to share some thoughts with our listeners.

    Jon currently handles the daily investment research and portfolio management responsibilities for the Investment Team with Advisory Alpha. This involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring.

    Join us as we have a virtual chat with Jon!

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    1 hr 5 min
  • How Can You Turn a 45k Profit into an 800k Tax Bill?

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    40 min
  • Be Mindful of One Way Doors in Retirement

    Planning for retirement involves many different (and sometimes difficult decisions). Pay close attention to some decisions that can only be made once.

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    39 min
  • How to Avoid Bad Decisions

    In this episode, we discuss the new digital frontier for artists and creators that are using NFTs to get paid for their work. We also discuss a new Farnam Street blog that breaks down how we are wired to make bad decisions.

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    42 min
  • The Importance of Forward Progress

    Investors should consider their true progress, not their activity, when it comes to reaching financial goals.

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    43 min
  • Revenge of the Little Guys

    This week we take time on the show to explore the GameStop saga. A small army of online traders banded together and took on some major Wall Street hedge funds.

    What looked like fun and games quickly became a huge story, as these traders watched their own trading platforms halt trading in real time. The story has been huge, and we haven't heard the last of it.

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    36 min
  • It's 2021. Pandemic Fatigue Is Real

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    34 min
  • Your Timing May Never Be Perfect

    Thanks for checking out our podcast!

    We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
    [email protected]

    Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

    8 min

About The Money Huddle

From the publisher's feed

This show is for young families, entrepreneurs, and business owners who want to make better decisions with their finances. We explore a variety of financial topics--from the standpoint of financial…