In this episode with discuss a recent blunder by the winner of a large sports bet who suffered some serious overconfidence with his ability to predict future outcomes. We also dig into a common financial myth that is still being pushed by some folks in financial media.

Here are some of the articles we reference in this show:

https://dqydj.com/dow-jones-return-calculator/

https://dqydj.com/sp-500-periodic-reinvestment-calculator-dividends/

https://www.golfchannel.com/news/famed-masters-gambler-bets-tiger-grand-slam-win-10-million

https://www.cnbc.com/2017/06/18/the-sp-500-has-already-met-its-average-return-for-a-full-year.html

https://www.cnbc.com/2017/06/18/the-sp-500-has-already-met-its-average-return-for-a-full-year.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!

 In this episode, we discuss the growing concern about rising costs of long-term care insurance and how those over-hyped, "too good to be true" investment strategies can fall flat when markets get volatile.

For more details on the topics we discuss, you can check out the following links:

https://www.thinkadvisor.com/2019/05/02/genworth-says-it-needs-6-billion-in-additional-ltci-rate-hikes/

https://www.thinkadvisor.com/2019/05/01/2020-medicare-premium-hike-could-wipe-out-social-security-cola-for-many-retirees/

https://www.fidelity.com/viewpoints/active-investor/iron-condor-strategy

https://www.wealthmanagement.com/alternative-investments/ubs-clients-burned-iron-condor-strategy

https://seekingalpha.com/article/4236249-just-say-yes

http://www.theoptionsguide.com/iron-condor.aspx

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!

In this episode we discuss the recent IPO of LYFT, how NFL Draft analysis still doesn't guarantee a "sure thing," and the pros/cons of paying off a mortgage early.

If you'd like to see some of our calculations on the mortgage payoff scenarios, you can view them here: http://ow.ly/IvH330oH0O1

Some of the articles and topics discussed can be found at the following links:

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!

In this episode, we explore the various technology platforms available today and how they are changing the landscape of buying a home. Joining us is Flint Foley, our good friend and a real estate agent in the Charlotte, NC area. 

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!

From time to time, we have to put something together that isn't the most exciting topic--but it's essential to a well-balanced financial life. In this episode, we serve up a healthy discussion on disability insurance AKA "income protection" and how it can be vital for one's household economy. 

Our guest on this show is a good friend, Ken Bloch, Jr. If you are looking for a good resource for questions about disability or a place to refer clients with disability questions, I highly recommend The Bloch Agency.  www.blochagency.com

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!

This episode is Part 2 of a 2-part interview we recently had with Steve Osterink, Jr. CFA® CFP® AIF®.  We discuss investing topics like risk, asset allocation, market timing and diversification.

Feel free to email us questions or topics you'd like us to discuss at:

[email protected]

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!

This episode is Part 1 of a 2-part interview we recently had with Steve Osterink, Jr. CFA® CFP® AIF®.  We discuss investing topics like risk, asset allocation, market timing and diversification. 

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!

In this episode, we discuss one of the biggest stories to break in 2019--the college admissions scandal that ensnared celebrities and elite families in the US. We also cover a few revelations of well-known financial personalities who turned out to be con artists.

Some of the articles we discuss in the show:

Jordan Goodman Story in NY Times

https://www.nytimes.com/2019/03/01/your-money/money-answers-man-jordan-goodman.html 

Money Doctor Ponzi Scheme

https://www.wealthmanagement.com/people/sec-charges-texas-radio-host-196-million-ponzi-scheme?NL=WM-025&Issue=WM-025_20190313_WM-025_587&sfvc4enews=42&cl=article_1&utm_rid=CPG09000002828965&utm_campaign=19173&utm_medium=email&elq2=5dee8ce007e84af08ce216fe910a66da 

TMZ Story on Celebrities

http://m.tmz.com/#!2019/03/12/felicity-huffman-lori-loughlin-arrested-college-admissions-bribery-scam/ 

ABC News Story on College Scandal

https://abcnews.go.com/amp/US/hollywood-actors-ceos-charged-nationwide-college-admissions-cheating/story?id=61627873&__twitter_impression=true

FBI Agent Report

https://www.justice.gov/file/1142876/download

SAT Percentile Rankings

https://blog.prepscholar.com/sat-percentiles-and-score-rankings

Social Security to Use FB

https://www.msn.com/en-us/money/personalfinance/facebook-instagram-posts-could-affect-your-social-security-disability-claim/ar-BBUVSBC 

Life Scholarship Q&A

http://www.che.sc.gov/CHE_Docs/studentservices/life/FAQ-LIFE-3_2016.pdf

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!

In this episode, we discuss an epic fail from a cryptocurrency exchange, the exponential increase in entitlement spending, and AOC's tax proposals. A few themes we chat about:

With many assets moving to online access and reporting, we feel that it's very important to make plans in your estate to cover your digital footprints: social media, cryptocurrencies, and online accounts. 

There's a new proposal regarding Social Security, the Social Security 2100 Act that could make waves with its proposed reforms.

AOC's tax plan could impact professional athletes in a major way.

Thanks for listening!

Articles / Videos Referenced:

https://www.youtube.com/watch?v=vQFaufWgCkM

Sample CA State Income Tax - https://smartasset.com/taxes/california-tax-calculator#mc1DK0D5vr

Stephen Curry Salary - https://www.spotrac.com/nba/golden-state-warriors/stephen-curry-6287/

Social Security 2100 Act - https://larson.house.gov/social-security-2100

Yahoo Finance Crypto Story - https://finance.yahoo.com/news/cryptocurrency-owners-apos-t-access-180045793.html

RootOfGood, FIRE Article on Obamacare Subsidies - https://rootofgood.com/obamacare_makes_early_retirement_easier_and_more_secure/

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!

In this episode, we discuss what could be considered one of the all-time great contracts for a professional athlete, how much money does or does not make us happy, and the shocking statistics about financial literacy in the U.S.  

In this show, we reference the following articles and videos:

http://www.espn.com/mlb/story/_/id/16650867/why-mets-pay-bobby-bonilla-119-million-today-every-july-1-2035

https://nypost.com/2019/02/28/bryce-harpers-contract-wont-outlast-mets-bobby-bonilla-payments/

https://www.youtube.com/watch?v=7VuKfSdZWlg – Daniel Gilbert, Happiness

https://www.pnas.org/content/107/38/16489  - Daniel Kahneman, High Income Study

https://www.wyff4.com/article/1-point-5-billion-mega-millions-winner-comes-forward-says-simple-act-of-kindness-led-to-win/26632187

- Mega Millions Winner Comes Forward

https://www.investmentnews.com/article/20190302/FEATURE/190229936/financial-literacy-an-epic-fail-in-america

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!