Money Happy Hour

Send us a textIn this episode we share some great money themed books to add to your summer reading list..some of my favorites, some from listeners. Thanks to all who contributed to this awesome list covering topics such as money basics, investing and Bitcoin. So what is on your list this summer?Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textIn this episode we cover the Radish Portfolio. May closed and brought an ATH balance to the account and features a new holding after shedding $HSY Hershey at a breakeven. Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textAs an investor we get so entranced by price and what we pay to acquire an investment. In this episode we discuss two scenarios when the daily price makes no difference. The second scenario is critical.High Impact Information Newsletter- Subscribe Belowhttps://highimpactinformation.beehiiv.com/Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textRecent legislation in the US has been proposed to launch a Universal Savings Account. This has been discussed in the past, but this time feels like there is a chance. Similar savings schemes are in place in the UK and Canada.Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textIn this episode I share a portfolio update for the month of April. The focus of the update is not on how individual holdings have performed this month. Instead the approach is doing a post-volatility review and validating if my thesis still remains. I share one stock that is on a "short-leash" and another that will be sold. As you know, I rarely sell a stock. When I do it is after careful consideration because I recognize a hidden risk many ignore...switching risk.Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textThe market is one big pricing machine. In this episode we explore a few event in the current market, how they are pricing assets and tie in an explanation on why retail investors average a 3% return on their long term portfolio.Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textThis time is different is a phrase that usually is tossed around during market bubbles. I am hearing people apply prior corrections to explain this cV show "Gilligan's Island" as a metaphor to explain the current market.We also spend a few minutes on a portfolio update.Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com    

Send us a textThe market is pretty simple when it is going up. When it crashes, emotions and wild talk takes hold. In this episode I lay out three possible outcomes to this recent turmoil.I'm not foolish enough to predict the market, but instead offer perspectives on possible outcomes. Contact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   Property Investing RoadmapProperty expert Damian Collins explores strategies for building your property portfolio.Listen on: Apple Podcasts Spotify The New Manager Playbook with Lia GarvinThe old rules of management are broken. Get the new playbook for today's workplace.Listen on: Apple Podcasts Spotify

Send us a textMoney Happy Hour is turning 2! Two years ago Henry at the age of 18 was the first guest on MHH. We continue our anniversary tradition and catch up with him about his growth, dedicated approach to researching stocks, views on the market and look forward to what is on his horizon.Folks, Henry is a gem to follow and model. If you don't follow him already he can be followed on:X:  @HenryInvests and @MapleTreeCapContact Tom & RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com     Property Investing RoadmapProperty expert Damian Collins explores strategies for building your property portfolio.Listen on: Apple Podcasts Spotify

Send us a textIf you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report.The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com      Intelligent Investment Today - The Warren Buffett WayINTELLIGENT INVESTMENT TODAY, a Shortcast "mini-podcast" series each around ten...Listen on: Apple Podcasts Spotify

Send us a textThis episode covers 8 mistakes to avoid in investing. This list applies in any market environment but they are essential in a down market. Avoid these mistakes and you will have a better chance in both up/down markets.   The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com    Intelligent Investment Today - The Warren Buffett WayINTELLIGENT INVESTMENT TODAY, a Shortcast "mini-podcast" series each around ten...Listen on: Apple Podcasts Spotify

Send us a textGold has produced dazzling gains over the last year, flirting with $3000. Is Gold in your portfolio? In this episode I'll share the Bull and Bear case and incorporate listener  input.The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com    AI for BusinessDive into the ever evolving world of AI for Business, where we bring you the latest...Listen on: Apple Podcasts Spotify

Send us a textIn the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management. The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com  

Send us a textThe S&P 500 Cap Weighted Index ETF has trounced the S&P 500 Equal Weighted Index counterpart in recent years..more than 13% in 2024. What is causing that? What should I do as an investor? Well that depends, but probably nothing. Just be prepared for the reversal so you can make an informed decision with your money.Cap Weighted vs. Equal Weighted Referencehttps://www.raymondjames.com/-/media/rj/advisor-sites/sites/p/e/peninsulaprivatewealth/files/market-capitalization-vs-equal-weighted.pdfThe Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   

Send us a textCheck in and listen as Darth and I talk all things stocks.Plus we unveil the official "Dogs of Money Happy Hour" Portfolio. Eleven beaten up stocks that they are hard to look at in the mirror. Note: This is just a mock portfolio, no real money is invested and it is for entertainment purposes. Throughout the year we'll see how it performs against the S&P 500 and see if these dogs have any bite in them.The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com   The Profitable CreativeHey, Creative! Are you ready to discuss profits, the money, the ways to make it...Listen on: Apple Podcasts Spotify

Send us a textIn this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NFL Team who carefully selects players(holdings) that work towards this objective.Also, a quick Radish portfolio update is covered in this episode.The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com  Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts   SpotifyLead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts Spotify

Send us a textIn this episode we talk about the changes and progression of Leadership at CEO. While I am a Starbucks shareholder, you don't have to be a Starbucks shareholder to benefit from this. You can easily apply leadership comments and their tone to any stock you own. The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com  Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts Spotify

Send us a textIn this episode we connect with Jesse Franklin. Jesse shares his wisdom on investing and taxation. Jesse unpacks 30 years experience working in Financial Services as a wealth manager, estate planner and tax expert. Follow Jesse FranklinX: @jfrankie91The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.comLead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts Spotify

Send us a textREIT's have been one of the worst performing sectors in the S&P 500 the past few years. I own REIT's but should you? In this episode I go into REIT basics and provide you with helpful insights into whether they deserve a place in your portfolio.  Oh, and spoiler alert, if you think you don't own REIT's, you probably already do.NAREIT Website https://www.reit.com/REIT Expert Brad ThomasBook: "REIT's for Dummies" by Brad Thomas  X: @rbradthomasThe Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com

Send us a textIn this episode we cover the Radish Portfolio.  A December 2024 review and a look ahead to 2025 and my thoughts on each holding.In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and what it may mean.The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here..https://thedividendtracker.com/?ref=9Bkjr0 Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com

Send us a textQuantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Accounthttps://thedividendtracker.com/?ref=9Bkjr0  Contact The Savings CaptainX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com

Send us a textIn this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO). Which one is the best to buy? The best choice is not based on the highest historical performance or dividend yield. Instead I walk through how to select an ETF that aligns with your portfolio and investing goals.ETF Overlap ToolAvoid and check for overlap in your portfolio with this free toolhttps://www.etfrc.com/funds/overlap.phpThe Dividend TrackerGet serious about tracking your portfolio and dividends all in one placehttps://thedividendtracker.com/?ref=9Bkjr0Contact Tom and RadishX                        @SavingsCaptainEmail                thesavingscaptain@gmail.com

Send us a textIn 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market doesn't of up 30% every year. No matter where you are in your investing journey it is important to "self-scout" reflect, learn and improvise as needed.In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Accounthttps://thedividendtracker.com/?ref=9Bkjr0  Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comwww.FranchiseResaleReady.comBuy or Sell An Existing Franchise Business

Send us a textIn this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.https://www.schwab.com/resource/planning-insight-tax-gain-harvestingContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textIn this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback. Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textIn this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textInvesting mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5Also, Radish Portfolio Review for October and new stock addedContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comOWNR OPS PodcastStarting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify

Send us a textMichael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares an early and very impactful money story from his childhood  Follow Michael aka Stock Picking BartenderX: @StkPknBartenderContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textStarbucks pre-announced another dismal quarter of sales and earnings, yet hiked its dividend. How much longer will shareholders remain patient for a true turnaround. This episode follows up on my Starbucks review (Episode 80).Listen in on my thoughts on McDonalds, onions gone bad and how it will impact the burger giant.Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textWhat does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)SCHD Reconstitution https://www.schwabassetmanagement.com/resource/annual-reconstitutionDow Jones (See pg. 21 for Dow Jones US Dividend 100 Indexhttps://www.spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdfContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textBefore natural disaster or personal disaster or emergency strikes it is important to know where your essential financial documents are stored and a loved one should know where to access.In this episode I provide four financial related items every household should address to prepare for the unknownContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comInvestor's Deep DiveInvestment Insights You've Never HeardListen on: Apple Podcasts Spotify

Send us a textWe all have heard it is important to keep fees low on our investments to maximize long term gains. In this episode I breakdown (with actual numbers) how much of a drag expense ratios can have on an account over long periods of time. I step through an example of a .50% expense ratio vs. 0.05% expense ratio on $50,000 over 20 years @8%. Reference the calculator below to personalize expense ratio scenarios,It's a new month, we review The Radish Account, recap September and thoughts for the rest of the year.Fee/Expense Ratio Calculatorhttps://www.investright.org/tools-resources/calculators/investment-fee-calculator/  Gogi Piñata MugGet ready for the Holidays! Order your Gogi Mug as a great gift idea for coffee/tea drinkers on your list. I'm stocking up from these great mugs from my friend Mike Sharpe https://www.ebay.com/itm/326204425620Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comInvestor's Deep DiveInvestment Insights You've Never HeardListen on: Apple Podcasts Spotify

Send us a textIn this episode we talk about real life with Darth and how real life and money are intertwined. This is part two of our conversation and a snapshot of future episodes.Follow Darth DividendX: @DarthDividend23Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a textIn this episode we have a great investing and personal finance conversation with a member of Gen Z who is smashing it, Preston.Contact PrestonX:                      @PrestonJVictoryNewsletter:     moneybags.beehiiv.com/subscribeContact the Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comC-Suite StrategiesWelcome to C-Suite Strategies, the podcast where we discuss the art of scaling businesses.Listen on: Apple Podcasts Spotify

Send us a textAs an investor we all make a mistake, a blunder wondering why we bought something or sold it too soon. This remorse and regret is natural.In this episode I share 10 of the worst investment mistakes in recent history. Many of these mistakes were made by legendary investors or large companies. Most of them survived, learned and thrived after their mistake. The most important thing when you make a mistake is what did you learn from it.Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com C-Suite StrategiesWelcome to C-Suite Strategies, the podcast where we discuss the art of scaling businesses.Listen on: Apple Podcasts Spotify

Send us a textWe have all heard of evaluating a stock based on its dividend yield. But have you heard of shareholder yield? In this episode we walk through through merits of using the shareholder yield metric and how to screen individual stocks.I share a portfolio update for August and what I am looking at in September.Shareholder Yield Backgroundhttps://www.google.com/search?client=safari&rls=en&q=what+is+shareholder+yield&ie=UTF-8&oe=UTF-8Shareholder Yield ETFhttps://www.morningstar.com/etfs/bats/syld/quoteIntroducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a Text Message.This episode is a primer in preparing for the possible sunsetting of the 2017 Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Having a tax planning roadmap aligned with possible changes is important as taxes are the biggest expense in most budgets. Having two tax years to plan for changes can save you significant money long termReference of Possible Changeshttps://www.pnc.com/insights/wealth-management/markets-economy/2026-tax-law-changes-prepare-for-TCJA-provisions-to-sunset.htmlIntroducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a Text Message.I asked X and Listeners what stocks they see as a value. In this episode I share their ideas offer my thoughts and share why I avoided buying a stock at a bargain after researching.Introducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a Text Message.We have all seen them. Headlines and articles mentioning the alarming rate of consumer debt. If you are in debt it can feel crippling and isolating. In this episode I share a way forward. We go beyond just the headlines and statistics. Listen and pass this along to someone in debt, the tips I share will help.   Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a Text Message.Listen in on some clever money saving tips from our audience. Thanks to all the contributors that took time to share their ideas.Get the official Money Happy Hour Coffee Mug, created by listener, Mike Sharpehttps://www.ebay.com/itm/326204425620Introducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.com

Send us a Text Message.In this episode I cover the importance of having conviction in the holdings you own...especially when the market has increased volatility. I share several tools you can use to assess conviction in your portfolios holdings. I used these same tools to  gauge my conviction which led to me selling my first stock in 2,558 days. Locked in a 100% gain and avoided a 20% selloff.We'll also look at the Radish Portfolio and recap July and a look ahead to AugustContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comNewsletter     https://toms-newsletter-5f3b9c.beehiiv.com/subscribe

Send us a Text Message.The Wealth Effect is a belief that the wealthier a person a paper is on paper the more money they spend. Economists debate this but most agree that we will spend more money in our pocket when we have made money on paper. This is not necessarily a bad thing in itself just something to be aware of.Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comNewsletter     https://toms-newsletter-5f3b9c.beehiiv.com/subscribeTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.In this episode we are treated to a conversation with CFA, Manish Jain. Manish shares practical wisdom along with his early age rooting with practical investing principals.Follow ManishX                   @makeitjain_App:             @Meziapp Contact The Savings CaptainX                        @SavingsCaptainInstagram        @thesavingscaptainEmail                thesavingscaptain@gmail.comNewsletter     https://toms-newsletter-5f3b9c.beehiiv.com/subscribeTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.An uplifting conversation with an uplifting person, Coach Rolfes. Coach Rolfes shares stories of adversity and how he is using it for prosperity. As a football coach he helped develop his players on and off the field, as a teacher he is preparing his students for the financial battleground of life teaching Personal Finance.Coach has a great message on how Faith, Family, and Finances apply in his daily walk.Follow Coach RolfesX: @CoachRolfesYouTube: https://www.youtube.com/@CoachRolfes_Online: https://coachrolfes.carrd.co/https://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comNewsletter     https://toms-newsletter-5f3b9c.beehiiv.com/subscribeTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.Individual investors as a group historically perform underlying broad indexes over extended periods of time. Why is that?In this episode I list several reasons individual investors have to overcome in attempting to just meet the return of an index. If you feel confident you can master them all over an extended period of time, then long term investing is not for you. If you don't feel confident staying invested in quality is often your best bet.To inspire you I share real investor testimony. Over 200 investors shared their longest owned position and how long. Some amazing examples. Introducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.For two years investing has been easy..own big tech and go home. Eventually this will be less pronounced. Is your portfolio ready for sector rotation?The S&P 500 is comprised of 10 sectors. In this episode I review how sector performance has rotated since 2009. I provide an actionable proactive approach you can implement to "stress test" your portfolio based on sector concentration.Sector Rotation Chart (2009 - Current)https://novelinvestor.com/sector-performance/Introducing The Money Toolkit NewsletterA weekly newsletter that delivers actionable information on how to enhance your investing journeySubscribe herehttps://toms-newsletter-5f3b9c.beehiiv.com/subscribeContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.It's midyear and time for your personal financial checkup. How are you doing against the goals at new year? In this episode I share 6 actionable ideas you can utilize for your midyear personal finance checkup or anytime of the yearOne idea saved me $1080 this year Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.The multiyear cycle of rising food prices has been, pun intended...eating up consumers and investors. In this episode I share thoughts on how this is playing out and what it means for investors in restaurant stocks, and who winners and losers will be.  Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.When I worked in Financial Services I was restricted on where I could hold a brokerage account. Now that I am no longer in the industry I am free to invest where I want, in what I want and when.In this episode I cover why I landed on Robinhood and continue to move more of my money to their platform. After using Robinhood for over a year I present a full list of criteria for you to make an informed decision if you are considering Robinhood or really any brokerageIf you consider the HOOD here is my referral link... use it and we both get free stockhttps://join.robinhood.com/tomh899 Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.In this episode we meet with Cam Marzi from Rogue Advisors. Cam shares his financial career journey and provides a refreshing take on the role financial planners play serving clients. Cam also talks through the considerations of using Target Date Funds and how to optimize returnsFollow Cam Marzi X: @Invested_In_YouContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify

Send us a Text Message.In November 2023 I started buying CAVA stock, kept buying and will continue to do so as long as my thesis remains supported. Cava has since more than tripled since my initial purchaseThis episode is not a buy recommendation or suggestion to add to your portfolio. That would be irresponsible of me. I don't know you, your portfolio or goals.It is instead a detail of why I have selected this as one of the 13 stocks I plan to hold long term, my selection process and broader approach on investing. Notice the I'M is capitalized in the title..there is no reference to you.Contact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                thesavingscaptain@gmail.comTalking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify