The Money Huddle

The Money Huddle

By Vertex Capital AdvisorsBusinessEducationSelf-ImprovementInvesting
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The Money Huddle episodes

  • Will We See Student Loan Debt Forgiveness?

    In this episode we discuss the latest updates on vaccine development, market trends, and the idea of student loan debt forgiveness coming from the Biden administration. Hope you enjoy the show!

    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!

    37 min
  • Is The Recovery Real?

    This week's episode is our last show before Election Day, and we have several topics that we cover in this week's show:

    • The return of a fast food icon
    • Economic data from Q3 2020
    • Encouragement to investors about investing and election outcomes
    • Wise uses of stimulus funds and how you view stimulus payments
    • Generation X-- are they really more interested in guaranteed income?

    Hope you enjoy the show!

    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!

    33 min
  • The Greatest Fear of Retirees

    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!

    32 min
  • New Crisis, Same Low Rates

    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
  • Does Amazon Have a Better Credit Rating than the US?

    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
  • Money Stories: Interview w/ CT Kirk

    Talking about money is somewhat taboo in our culture. While the trappings of personal finance are all around us-- homes, cars, clothes, etc.-- do you actually know what others believe about money?

    Do you even know what you believe? 

    We are launching a series of interviews to explore and discuss finance on a personal level. Money is not taboo. It's just a tool. However, our ability to understand and use that tool can make us or break us.

    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
  • Shifting Mindsets: Is the Pandemic of 2020 Leaving a Mark?

    In this episode, we explore the rise of Tesla, the gamification of trading and millennial investors use of exotic investments, and how the pandemic may be driving people into early retirement.

    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!

    44 min
  • How Healthy Is Your Money Mindset?

    In this episode, Michael sits down with a financial therapist, Ed Coambs, to discuss the interior side of money. This topic is too broad to cover effectively in 1 hour, but we covered multiple areas of interest for those who want to understand how our life experiences can shape our views about money.

    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
  • The Great Reset of 2020

    Earlier this year, there was a new virus that was spreading fast overseas. It seemed like a threat, but no one seemed to know for sure.

    Then it hit us.

    The Coronavirus Pandemic has etched itself into history, changing the way we do almost everything. For many companies, that means changing their way of doing business and how they manage cash flow. 

    In this episode, we explore how some companies are responding by cutting dividends or examining their dividend policy moving forward. For folks relying on dividend income to fund their retirement spending, this could be a paradigm shift.

    Some of the articles we discuss:

    https://politicalcalculations.blogspot.com/2020/05/dividends-by-numbers-in-april-2020.html#.XvOMo0VKhPY 

    https://seekingalpha.com/article/4351939-dividends-numbers-in-may-2020   https://www.al.com/alabamafootball/2020/06/the-real-impact-of-alabama-football-far-below-2-billion-still-significant.html   https://www.nytimes.com/2020/04/24/business/coronavirus-stocks-investing-dividends.html   https://www.cnn.com/2020/04/01/investing/dividends-coronavirus-recession/index.html

    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
  • How Can Business Owners Plan Their Exit Strategy?

    In this episode, we have a special guest, Paul Fackler. Paul and his team at thecbagroup.com work with business owners who are looking to retire or sell their business.

    It may surprise you that selling your business can be more complex than you think. We discuss the many areas to consider when it comes to planning your exit strategy as a business owner. If you're a business owner nearing a transition phase of life, this episode is for you.

    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

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…