The Investing for Beginners Podcast - Your Path to Financial Freedom

Welcome to the Investing for Beginners podcast. In today's show, we will answer two listener questions and discuss our thoughts on valuing companies: Is it better to pick one or the other of ETFs, S&P 500 or Total Index fund? Can we use the VTI to evaluate REITs and how does the Little Package of […] The post IFB241: How to Start Valuing Companies appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Jake Taylor, CEO of Farnam Street Investments and co-host of Value After Hours: How did Jake get started in the investing world? How does Jake think about value investing and has his perspective changed over the years? What are Jake's thoughts on […] The post Jake Taylor Joins Us to Discuss Value Investing and the Importance of Journaling appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we talk discuss what you should not buy the dip on in the markets: *Avoiding expensive stocks *Avoiding value traps *The potential of crypto and the minefield that exists in the sector *Avoid IPOs and SPACs For more insight like this into investing and stock […] The post IFB240: What Not to Buy the Dip On appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we talk to Brad Thomas, one of the leading REIT analysts on Seeking Alpha. *How Brad started in real estate, and what is a REIT? *How REITs can provide advantages for individual investors *How investors can get started investing in REITs *What areas to look […] The post Brad Thomas Joins Us to Discuss REITs appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we answer two plus great questions: *Explaining Fibonacci retracements and why we don't use charting as an investing strategy *The drawbacks to trying to time the market and holding cash waiting for the perfect opportunity *How to research companies or industries in emerging markets or […] The post IFB239: Why Time in the Market is More Important than Timing the Market appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: *How to get started as a young investor under 18 *Should I invest totally in my 401k with 100% stocks, or use a different allocation, if I am under 30? *How to treat your 401k match For more insight […] The post IFB238: Using Your 401k Match to It's Fullest, and What is the Best 401k Allocation? appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Brian Feroldi about finding quality companies and the importance of valuation: *What he sees in the markets today *How to profit from investments in a way that you can use today. *The quality filters he uses to find great investments *The Importance […] The post Brian Feroldi Discusses the Importance of Quality and Valuation appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: How do we feel about investing in companies with ESG concerns? What are our thoughts of investing in precious metals or metals? How does the Proxy statement work, and voting for our values How do we deal with companies […] The post IFB237: The Impact of Proxy Voting and Investing in Money Losing Companies appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Ferdi from the Dividend Growth Investor: How did he get started in dividend investing, and why dividend growth investing? How does he finds companies to buy, and what his criteria for investments are based on? The differences between Dividend Aristocrats and Dividend […] The post Discussing Dividends with the Dividend Growth Investor appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we take a bird's eye view of IBM: We talk about the top line or revenue growth of the company Next, we discuss the operating margins of IBM Andrew and I talk about the different margins of companies, ie. Visa and Costco We look at […] The post Bird's Eye View of IBM appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Nick Maggiulli, author Of Dollars and Data and the new book: Just Keep Buying: What drew him to dollars and data, and why did he start his blog, Of Dollars and Data? The impact of fees on long-term results How to improve […] The post Nick Maggiulli Joins Us to Talk About Just Keep Buying appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: The differences between investing in mutual funds and ETFs Why we advocate for investing in individual stocks How to deal with dollar cost averaging into a company that has grown beyond its fair value How to start building your […] The post IFB236: Differences Between ETFs and Mutual Funds, and Investing in Companies Beyond Their Fair Value appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with David Stein of Money for the Rest of Us podcast, and the book of the same name: David explains Closed-End Funds to us Differences between open and closed-end funds and ETFs The best strategy to invest in closed-end funds Good resources to […] The post David Stein from Money For the Rest of Us Podcast Discusses Closed-End Funds and Commodities appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: What is an average investor or beginner? What are our thoughts on Robo-advisors? Thoughts on companies that pay a static dividend? How do you approach the risk-free rates for valuation models For more insight like this into investing and stock selection for beginners, […] The post IFB235: Static Dividend Payers and Risk-Free Rates in Valuation appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Vitaliy Katsenelson about his new book, Soul in the Game: The Art of a Meaningful Life We ask Vitaliy if he is an investor who writes or a writer who invests. What drove him to write this new book? Why everyone should […] The post Vitaliy Katsenelson Discusses Having Soul in the Game and the Importance of Habits appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Braden Denis of Stratosphere.io: Braden talks about what excites him in the markets currently, including focusing on KPIs (Key Performance Indicators). The ability to get started and how much easier today than it was five years ago, with lower fees, better products, […] The post Talking About the Importance of KPIs with Braden Denis of Stratosphere appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: A Bird's Eye view of Walmart Starting to learn the company via the 10-k; if you understand the business, move on to the rest of the 10-k. Focus on the top line growth or revenue growth Understanding the process of analyzing a company […] The post IFB235: Bird's Eye View of Walmart appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Whole life insurance and how they work as a general rule How much should you have for an emergency fund before starting to invest How to decide on which ideas to dollar cost average in a portfolio, new investments, or current holdings? How […] The post IFB234: Deciding to Dollar Cost Average into New Ideas or Current Portfolio appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Katie Gatti from the Money with Katie podcast and blog. The advice that everyone should buy a house is completely wrong, and how she thinks about housing, owning vs. renting Deep dive into real estate and how to find something you can […] The post Talking Real Estate and 401k with Katie Gatti from Money with Katie appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss retirement planning with James Canole of Root Financial Partners. Some common misconceptions about retirement planning. How to plan for having security in your retirement. How to develop safety or security in your retirement Avoiding working too long and retiring when you are ready […] The post Creating Retirement Security with James Canole appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss the finer points of debt and cash flow analysis using Weber Grill's finanicals. Breaking Down Weber Grills after their recent IPO Analyzing the debt of Weber Grill and how you can use it for other companies How to analyze the cash flow statement […] The post IFB233: Analyzing Debt and Cash Flow using Weber Grill's Financials appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with Mark Lamonica, Head of Individual Research at Morningstar. How to invest in today's topsy-turvy markets The importance of moats and how to measure them The highs and lows of buying the “dip” and some caution are necessary How to interpret narratives in […] The post The Importance of Moats with Mark Lamonica of Morningstar appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss How do I know if I should max out my Roth IRA? Our thoughts on the defense sector and investing in companies like Raytheon, General Dynamics, and Lockheed Martin How to calculate Price to Sales ratio Our thoughts on the companies Affirm and […] The post IFB232: How to Calculate Price to Sales Ratio, Plus Interpreting the Ratio appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: The importance of compounding and the impact it can have on your returns How to setup dollar cost averaging and to start the regular habit of continually investing How diversification can help spread the risk around your portfolio How to determine what kind […] The post IFB231: Back to the Basics (UPDATED) appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we chat with: Brian Feroldi, author of “Why Does the Stock Market Go Up?” We talk about the lack of financial education and ways to overcome those challenges. We discuss the current market conditions today, and how to benefit from them. Brian gives a synopsis […] The post Brian Feroldi Talks About Why the Stock Market Always Goes Up appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to spot Value Traps and some of the characteristics of companies that might become a value trap. Companies who become value traps because they are cheap, and why those types are dangerous. Several examples of value traps are Circuit City and Goodyear […] The post IFB230: How to Spot and Avoid Value Traps appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we welcome: Tracking your profits and losses in your brokerage accounts and the best way to follow those changes. What to do when stocks fall, and we are supposed to buy and hold investors? How to deal with Mr. Market and Trailing Stops? Today's show […] The post IFB229: How to Deal With Buying and Holding When Our Theory Changes?? appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we welcome: How do ESPP plans work, and what kinds of returns can you expect from those types of employee stock purchase plans. How to avoid dividend traps A quick look at Cigna's financials and exploring why their dividends have increased Alternatives to hedging against […] The post IFB228: How to Avoid Dividend Traps + ESPP Plans appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we welcome: Eric Balchunas, the Senior ETF analyst for Bloomberg Intelligence, recently published a fantastic book, The Bogle Effect. Eric and Andrew discuss what a fiduciary means and how they impact investments, particularly ETFs. What is passive investing versus active funds, and how has Vanguard […] The post Eric Balchunas on Fiduciaries, Jack Bogle, and all things ETFs appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to stay invested in the markets, even during downtimes, without getting discouraged How to manage our emotions and control our emotions when we invest The impact of dividends and the double compounding effect as a result of investing in dividend-paying companies Today's […] The post IFB227: How to Keep Your Spirits Up When the Market is Falling appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Public REITs with Chris Volk, former CEO of two public REITs, including Store Capital (STOR) What trends appeal to him in the commercial real estate space, and why he likes to focus on business models How to value REITs using different methods and […] The post Discussing All Things REITs with Chris Volk, former CEO of Store Capital appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: What are the differences between Non-GAAP P/Es, forward P/Es, and trailing P/E ratios? The differences between equal-weighted and cap-weighted indexes Exploring the Business Development Industry with shallow looks at several companies, Hercules Capital and Prospect Capital Today's show is sponsored by: My First […] The post IFB226: Unlocking the Different P/E Ratios, Cap-Weighted vs Equal Weighted Indexes, and the Business Development Sector appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Thoughts on The Dhando Investor by Mohnish Pabrai A brief overview of Ethan Allen and the retail furniture industry What are your thoughts on Finviz.com and the reliability of its financial metrics? Ideas around investing in companies with little recurring revenue versus recurring […] The post IFB225: Understanding the Different Business Models and Recurring Revenue, Plus A Brief Look at the Retail Furniture Sector appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: What happens to your company's shares in the event of a big change, for example, a CEO change, acquisition, or bad news? Why do we own shares of Berkshire Hathaway when they don't pay a dividend? The benefits of different brokerage accounts and […] The post IFB224: What Happens to Your Shares in the Event of Big Changes, CEO Leaves, Acquisitions, or Other News? appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to think about investing at an older age, 63, for example Defining REITs, and a REIT 101 How to analyze REITs and some of the ups and downs of investing in this asset class Today's show is sponsored by: For more insight […] The post IFB223: Investing Close to Retirement and REITs 101 appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to start investing with Maj Soueidan of Geo Investing The similarities between learning to play guitar and learning investing start early, put skin in the game, and learn from your mistakes. Two stories about investing situations that lit the fire to pursue […] The post Learning to Invest with Maj Soueidan of GeoInvesting appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Defining DCA (dollar-cost averaging) and how to apply the strategy best both up and down How do you decide which companies to add more money to in your portfolio once you are fully diversified? How to analyze companies with very high debt to […] The post IFB222: Dollar Cost Averaging – What It Is And To Apply It, Plus Analyzing High Debt to Equity Companies appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Nominees for what Andrew and I think are some of the best businesses in the market today We discuss from a high-level view what makes them appealing and why we like these businesses Some are familiar names, others, not so much, so take […] The post IFB221: Who Are Some of the Best Businesses in the Market? appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: We discuss investing around the market cycles with Mike Singleton, senior research analyst and founder of Invictus Research. We talk through the different market cycles and what to look for in different areas of the markets during market cycles. How to use the […] The post Understanding the Market Cycles with Mike Singleton of Invictus Research appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: We discuss the mechanics of reinvesting dividends and their impact on your long-term returns Talk through the idea of investing in specialty ETFs, particularly the new ETF from Roundhill that focuses on sports and gambling Talk about the possible advantages or disadvantages to […] The post IFB220: Dividend Reinvestment Mechanics and Profiting from the Activision/Microsoft Merger appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: We discuss crypto and the backstory and how to handle it with Simon Belanger of the Canadian Investor Podcast. How easy it is to buy Crypto today, compared to the early days and the difference between hot and cold storage The functionality of […] The post Intro to Bitcoin with Simon Belanger of the Canadian Investor Podcast appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: We discuss some of the recent market volatility and how to handle it with Braden Denis of the Canadian Investor Podcast. Following the business results of a company, over the long-term matter. When the market is down is the best time to take […] The post How to Deal with Market Volatility with Braden Denis appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How does the price of a company going up helps a company, and what kind of impact higher shareholder equity has on the long-term potential of a company like Tesla? How companies use higher share prices to reinvest in the company How to […] The post IFB219: How a Elevated or Rising Stock Price Helps a Company appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to deal with getting started investing with the possibility of a stock market downturn, along with using dollar-cost averaging to help balance your investments. How to invest using closed-ended funds How to look at companies with high dividends and decide how sustainable […] The post IFB218: How to Get Started Investing When the Market Crashes appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: What kinds of stocks or investments can you put in a Roth IRA? How does investing in carbon credits or green investments work? What kind of metrics should beginners start with, and how can they help you learn about the finanicials of a […] The post IFB217: Investing in Carbon Credits and Useful Metrics for Beginners appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to find good, profitable companies that we can invest in for the longer term? How to use Malcolm Gladwell's Ten Thousand Hours idea to learn more about a sector or industry, and how that knowledge compounds Andrew shares a list of great […] The post IFB216: How to Find Beaten Down or Out of Favor Companies to Analyze? appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: All things investing, life, and philosophy with William Green, author of the fantastic Richer, Wiser, Happier William recently gave a wonderful Ted Talk, in which he discussed the ideas of simplicity, subtracting complexity, and avoiding stupidity Enjoy this wide ranging discussion with William, […] The post William Green on Living a Life with Simplicity, Avoiding Complexity, and Eliminating Stupidity appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Diving deeper into ETF construction, and how they match the markets they mimic Does the movement of individual stocks affect the overall ETF? How spinoffs work, and some thoughts on the upcoming spinoff of AT&T and Warner Media. Today's show is sponsored by: […] The post IFB215: ETFs and Stock Price Impacts, Plus Stock Spinoffs appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: Getting started in the markets with Shamus Madan of MBIT podcast We discuss how to learn more about companies and different research tools to help you grow your knowledge How to avoid FOMO (fear of missing out) and other psychological tips to help […] The post Getting Started in the Markets Early with Shamus Madan of MBIT Podcast appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: What shorting a stock is, and how investors use it to earn returns How to determine whether your company has a big short position What to do if your company has a large short position Today's show was sponsored by Charityvest Charles Schwab […] The post IFB214: Shorting – How to Handle When Your Company is Shorted, And What To Do appeared first on Investing for Beginners 101.

Welcome to the Investing for Beginners podcast. In today's show, we discuss: The importance and differences between intrinsic value and how to determine one for a company How to use ratios like P/E and PEG to value companies How to think about relative valuation and use it to the best benefit. Today's show was sponsored […] The post IFB213: Intrinsic Value for Beginners appeared first on Investing for Beginners 101.