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What Are Your Thoughts? episodes
- WAYT S2E6: Shrinkflation, Credit Cards, How I Invest, Make a Will MonthHave you noticed that you're paying the same price for a small amount at the grocery store? Some companies are utilizing "shrinkflation" to combat rising prices.What about credit cards? Are they really a terrible thing to have?Let's walk through how I invest, which platforms I use, and which ETF's I own.Do you have a will? How about at least making sure your beneficiaries are correct on your accounts?25 min
- WAYT S2E5: Starbucks, Password Security, 25 Year Prepaid Cell Phone Plan, Medicaid and Roth IRA'sDid you know that $SBUX has become a nice dividend-paying stock? What if you invested in it 10 years ago?How secure are your passwords? Do you use a password vault?The Bobby Bonilla cell phone plan - would you prepay your cell phone bill for 25 years?Lastly, Roth IRA's for Medicaid qualification. What you need to remember.18 min
- WAYT S2E4: Choosing the "right" risk tolerance and adding confidence to your financial lifeS2E4 - How do you know which risk tolerance to choose when picking a portfolio? What's the difference between risk tolerance and risk capacity?When using software to make a financial decision, the software doesn't care about you.Are you confident in all areas of your financial life? If not, it's time to gain some confidence.Links to Apple and Spotify18 min
- WAYT S2E3: Covid Market Mistakes, Cookie-Cutter Portfolios, Advisor's Mindset Hurting the ClientSeason 2, Episode 3: Did you make any mistakes with your money during the "Covid Market" of 2020? We talk about a couple of mistakes seen from prospects/clients and what to do to avoid them. After that, we discuss cookie-cutter portfolios (the classic 3-4 fund portfolio of index funds) and who they may or may not be a good fit for. Lastly, we spend some time on what to look for in an advisor's mindset when interviewing them - do they have an open mind, or do they see things in more of a cut and dry mentality?26 min
- WAYT S2E2.2: What does it take to beat the market? Pt. 2Season 2, Episode 2.2: Let's talk specifics. What themes does an investor have to understand should they want to put themselves in a position to beat the market?Topics discussed: diversification vs. concentration, using leverage (options), and investing in the correct account type.19 min
- WAYT S2E2.1: What does it take to beat the market? Pt. 1Season 2 Episode 2.1: The holy grail of investing seems to be whether or not someone can beat the market. Family, friends, people you meet on the golf course or in social settings always seem to bring up the stock (stonk) with which they made a killing. But is it possible to beat the market consistently, long-term? Let's assume that the answer is yes (even though it could be argued). In this episode, we talk about what it even takes to get a seat at the table, to put yourself in position, to even give you the chance, to beat the market.24 min
- WAYT S2E1: How much return can I expect investing in the market?
This topic is a classic.
Prospects, clients, friends, everyone always seems to ask: "What are your average client returns?"
In this episode, Doug puts a framework around the best answer to that question - especially when dealing with clients at all different stages in life.
18 min - WAYT: EP 7 - Paying College Athletes, Mindset Privilege, and Questions You Shouldn't Ask A Financial Advisor
In this episode, Colin, Doug, and Alex talk about the NCAA's ruling on letting college athletes cash in on their name, image, and likeness.
Since Alex was a D1 back-up kicker (lol), he provides some good insight.
Next, we talk about mindset privilege. What can you do to take your life to the next level? How does your mindset play a role?
We wrap up with discussing questions that sound good, but in reality, are bad to ask when interviewing a financial advisor.
39 min - WAYT: EP 6 - Side Hustle Income, Real Estate, Dividend Stocks Explained
In this episode, two financial planners and one consumer talk about real stuff related to investing and finance.
We've been getting questions on how to increase your income month over month, so we wanted to talk about ways to do it.
We also spend some time talking about real estate, dividend-paying stocks, and what you're actually doing when you buy a share of stock in a given company.
30 min - WAYT: EP 5 - Special Guest Alex Faust
In this episode:
Our guest, Alex Faust, is a friend of ours that has been asking us a few questions over the past few months, so we decided to bring him onto the show and discuss with him live. Sometimes people have questions regarding their financial lives and they don't necessarily know where to go.
Background on Alex: Global Sales Manager at Ancos Rice Industries, New homeowner (as of July 2018), good saver, financially savvy, but wants to make sure he optimizes his financial plans.
Does it always make sense to refinance your house? (0:50)
Pay off mortgage or invest? (6:30)
Should you buy a boat and how might it affect you long-term? (8:00)
Are "play money" accounts a good thing? (15:00)
Where to go to start investing? (23:30 AND 28:00)
Investment fees 101 (25:45)
Current recommendations on Netflix, books, etc. (32:00)
36 min
About What Are Your Thoughts?
From the publisher's feed
Financial advisors talk current financial topics, social culture around money, and questions their clients ask.