The Reformed Financial Advisor

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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship,

Andy Flattery, CFP®


    • Apr 2, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 43m AVG DURATION
    • 73 EPISODES

    Ivy Insights

    The Reformed Financial Advisor podcast is an exceptional resource for anyone looking to expand their knowledge and gain valuable insights in the realm of finance. Hosted by Andy Flattery, this podcast offers a wealth of information on various financial topics through engaging conversations with guests. With his extensive knowledge and experience, Andy breaks down complex concepts into easily understandable and relatable discussions.

    One of the best aspects of The Reformed Financial Advisor podcast is Andy's impressive expertise in finance. His deep understanding of money management and wealth creation shines through each episode, providing listeners with valuable strategies and insights. Whether it's getting out of debt, creating wealth, or increasing income potential, Andy offers practical advice that can be applied by individuals at any stage in their financial journey.

    Additionally, the podcast's focus on the history and development of finance in the Kansas City area adds a unique perspective to the discussions. The informative history podcasts provide listeners with a broader understanding of how financial systems came to be, allowing them to draw lessons from the past to make informed decisions about their own finances.

    While there are many positive aspects to The Reformed Financial Advisor podcast, one potential downside is that some episodes may not cater to individuals outside the Kansas City area. As much of the discussions revolve around local topics and events, listeners from other regions might find it less relevant to their specific situation. However, this limitation does not detract from the overall quality and value provided by Andy and his guests.

    In conclusion, The Reformed Financial Advisor podcast is a highly recommended resource for anyone seeking inspiration, clarity, or reassurance regarding their financial life. With its mix of insightful conversations on finance-related topics and its exploration of local finance history, this podcast offers a unique blend of entertainment and education. Andy Flattery's expertise shines through each episode, making it a must-listen for those looking to enhance their financial well-being.



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    Latest episodes from The Reformed Financial Advisor

    Wyatt O'Rourke - Financialization of Bitcoin, Bitcoinization of Finance

    Play Episode Listen Later Apr 2, 2025 58:22


    I start the pod with some insights from the last four-year cycle in Bitcoin investing, comparing its annualized returns and drawdowns with other market proxies like the S&P 500, NASDAQ, and gold. I then welcome Wyatt O'Rourke, founder of Basilic Financial and author of 'The Bitcoinization of Finance,' to discuss Bitcoin's integration into traditional finance. Wyatt gets into private credit funds, Bitcoin-backed mortgages, and the importance of sound custody solutions. We then digress to a conversation on 'noblesse oblige' in the context of modern elites like Elon Musk and Donald Trump and emphasize the need to uphold moral and ethical standards. 00:00 Bitcoin's Four-Year Performance Analysis06:48 Si Bheag, Si Mhor · Planxty10:26 Financialization of Bitcoin13:20 Bitcoin Derivatives and Loan Market27:11 The Space: A Bitcoin Citadel37:00 Noblesse Oblige and Bitcoin44:19 Elon Musk and Donald Trump This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    Edward Stratemeyer & Adventures in Fiction Publishing

    Play Episode Listen Later Mar 7, 2025 44:53


    I talk boys books passed down through generations, including classic adventure series like the Hardy Boys. I also examine the life and contributions of Edward Stratemeyer, the mastermind behind the Hardy Boys, Tom Swift, and the Bobbsey Twins. Inspired by these classics, I share my own venture in children's literature with my new book series, 'The Adventures of Leo and Henry.Links:* Buy The Quest for the Lost Sword: The Adventures of Leo & Henry* Intro: The Rocketeer (James Horner)* Anthony Esolen - Defending Boyhood: How Building Forts, Reading Stories, Playing Ball, and Praying to God Can Change the World* Dave Greene - An Age of Illiteracy * Cover art: Passage Press - The Hardy Boys: The House on the Cliff* Edward Stratemeyer and the Stratemeyer syndicate - Deidre Johnson* The Mystery of Edward Stratemeyer Documentary - Lucasfilm* EconTalk - Amor Towles on A Gentleman in Moscow and the Writer's Craft 8-29-22* Calmversations - Scary Ideas- & The Mainstream Legitimacy Crisis - with Jonathan Keeperman * Outro: The Adventures of Tintin theme This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    I Wrote a Hardy Boys-esque Boys' Book

    Play Episode Listen Later Dec 16, 2024 1:57


    The Adventures of Leo & Henry - The Quest for the Lost SwordThe book is now available for purchase on Amazon and Gumroad (digital version only). This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    Notes on Trump, Getting Unstuck, and the American Empire

    Play Episode Listen Later Nov 21, 2024 50:59


    I share some personal views on another Trump presidency and allow myself a moment to indulge in some optimism. I dive into the concept of America's decline, comparing it to the fall of Rome, and explore the potential for continuation of the empire. I riff on the commentary of Peter Thiel on Bari Weiss's show, Trump's Rogan appearance, Michael Goldstein on the Art of Bitcoin Rhetoric, the Kurt Steiner piece on American Empire: A Morale Project, and Isaac Simpson's piece on the El Segundo Hard Tech movement. 00:00 Body of an American - The Pogues01:17 Thoughts on Trump 10:31 Trump's Policies 17:53 The Power of Memes and Bitcoin20:50 Reflections on the Future of America23:36 The Decline of Rome and America27:14 The American Empire: Great and Good?30:14 The Stagnation and Decadence of Modern America34:15 El Segundo Hard Tech movement38:46 The Stock Market and American Capitalism are intertwined This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    Don't Retire, Pull a Mel Gibson

    Play Episode Listen Later Oct 23, 2024 44:35


    I delve into Mel Gibson's spot-on perspective on retirement, which I contend is unnatural in the modern hedonistic context. I explore Gibson's commitment to staying creative and active into his later years, doing work that matters, and contrast this with our societal norm of subsidized and unexamined retirement.02:47 The Problem with Subsidized Retirement08:23 Mel Gibson's Future Projects14:13 The Passion of the Christ Sequel23:26 Mel's Redemption Arc23:48 True Elites25:41 The Landed Gentry, Country Gentlemen34:00 Alaric the Barbarian on “Traditional” thingsLinks: * James Horner - The Legend * This is Why You Should Never Retire* Mel Gibson reveals more amazing stories live on stage in London! (IMP EPISODE 12)* Jim Caviezel Reveals What's Happening With 'Resurrection' Film* Randall Wallace Details 'Passion of the Christ' Sequel* The Patriot* The American Tribune - The Death of the Gentleman and the Birth of Bureaucratic Tyranny* Oliveira - Nobility and Analogous Traditional Elites: A Theme Illuminating American Social History* Alaric The Barbarian - Things that are more “traditional” than a 32 year old SWE and a 28 year old PM buying a farm with NVIDIA gains to larp as pioneers* Titus Techera - The Third Wave of Journalism* James Horner - A Gift of a Thistle This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    Leandro González-Sicilia - Multi-Generational Family Businesses, Luxury Investing, Hermès

    Play Episode Listen Later Oct 7, 2024 44:51


    I welcome Leandro of Best Anchor Stocks to Gentleman Speculator. Leandro is the co-founder of an investment research service and an equity analyst I deem worthy of paying attention to. We discuss the value of multi-generational family businesses, focusing especially on Hermès. Despite challenges, there is a small subset of public companies where being family controlled is a benefit. We talk luxury investing, how luxury brands are a reflection of human nature, and a contrast between European and American markets. Leandro's work is thoughtful. He's a deep researcher, and a bottom-up, long-term investor who avoids the noise. Great Indoors - John Mayer01:28 Meet Leandro08:09 Debunking Common Investing Tropes 12:26 The Timeless Appeal of Luxury Brands15:27 Luxury and Social Status22:58 Hermès31:08 On Family-Owned, Publicly Traded Businesses This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    Clay Finck - 100 Baggers, Quality Investing, Bitcoin for Stock Pickers

    Play Episode Listen Later Sep 25, 2024 47:34


    In this episode of GENTLEMAN SPECULATOR, I sit down with Clay Finck from 'We Study Billionaires' to discuss Chris Mayer's book '100 Baggers,' the quality investing ethos, and the friction stock analyst have with bitcoin. Clay shares his journey from being an actuary in Nebraska to going full time with The Investors Podcast Network. Highlights include specific companies like Copart and Constellation Software. Clay is one of the few guys I can have a conversation with about long-term investing, the value of high-quality businesses, and how Bitcoin breaks the mold.03:15 Clay's Journey to the Investors Podcast06:36 Avoiding Clickbait10:07 Midwest small town values and investing13:45 Chris Mayer's ‘100 Baggers'24:42 Constellation Software32:51 Bitcoin for stock pickersSubscribe to emails at https://www.gentlemanspeculator.com/ Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

    The Real Zorro, Noblesse Oblige, Gentleman Speculator

    Play Episode Listen Later Sep 11, 2024 45:01 Transcription Available


    https://www.gentlemanspeculator.com/You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Money is a tool. But this isn't about counting beans anymore. We're talking shadows, where the real power reveals itself. The true Zorro? It's William Lamport. And he doesn't just fight with a sword; he fights with secrets. Bruce Wayne's noblesse oblige? That's not rotten lefty philanthropy—it's blood, sweat, and munificence bestowed on a world that can't get clean.In this cesspool we call progress, a few old stories still have teeth - The Dark Knight, Finkle-McGraw, Holmes, and, Marlowe. Sharp enough to bite, vicious enough to remind us of the American myths we once knew.The truth? The answers are out there, somewhere between the rain-soaked streets of high finance and the dusted corridors of the liberal arts. It's all connected—sleuthing, speculating, playing the long game. And if you're not seeing the big picture, you're already yesterday's news.But don't expect an easy listen. The rabbit hole's deep, one misstep and you're in free fall. Welcome to Gentleman Speculator.Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Deflation, Sound Money, Is Bitcoin "Good?" | Tim Wuebker

    Play Episode Listen Later Aug 6, 2024 56:23 Transcription Available


    In conversation again with Tim Wuebker. We discussed inflation, deflation, hard money, and the moral case for Bitcoin. I recall how the 2008 financial crisis led me to question the stability of traditional financial systems and eventually turned me towards Bitcoin, especially during the money-printing spree of 2020. We delved into the advantages of Bitcoin, such as its deflationary nature, portability, and cryptographic security, while also addressing the challenges, including its public ledger and the need for tech-savviness to manage private keys. It's always a good time to do a go-anywhere chat with Tim. Check out Tim Wuebker's podcast, Seemingly Ordinary: https://timwuebker.com/Follow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    The Pros Not Understanding Bitcoin Is a Good Thing For Us

    Play Episode Listen Later Jul 27, 2024 20:23 Transcription Available


    While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity.July 2024 Special Report - Andrew FlatteryFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Writing Books, Catholic Investing, Bitcoin vs. Ethereum | Devin Rose

    Play Episode Listen Later Jul 3, 2024 45:47 Transcription Available


    I have a deep and varied conversation with Devin Rose, a Catholic author, blogger, and software engineer. We dive into topics like writing books, moral guidance for Catholic investors, and the debate between Bitcoin and Ethereum. Devin shares his personal journey from militant atheism to Catholicism, his experiences with homesteading, and his insights on investing in a way that aligns with Catholic values. Devin also talks about his various book projects, including his effort in fiction writing, and his "there and back again" story with Bitcoin. Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Lean Entrepreneurship, Twitter, Harrison Butker | Bryant Suellentrop

    Play Episode Listen Later Jun 25, 2024 53:05 Transcription Available


    In this Reformed Financial Advisor pod I talk with my friend Bryant Suellentrop, who shares his journey from from scratch to success in various businesses. Bryant reveals how he transitioned from a web design business to a profitable cleaning company and ultimately founded a recruiting agency, Elevate and Delegate. He discusses the advantages of virtual work, using twitter for business growth, and the importance of ownership in the HARRISON BUTKER story. Bryant is a good dude, I like his entrepreneurial spirit and example of taking calculated baby steps in business.www.simplewealthkc.com/post/lean-entrepreneurship-twitter-harrison-butker-bryant-suellentropGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Notes on Young Michael Saylor

    Play Episode Listen Later May 9, 2024 55:23 Transcription Available


    I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovations like Bitcoin, displays skin in the game, and always a willingness to risk it all. Episode page: www.simplewealthkc.com/post/notes-on-young-michael-saylorGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Against 'Die with Zero'

    Play Episode Listen Later Feb 19, 2024 36:39 Transcription Available


    In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime.Episode page: www.simplewealthkc.com/post/against-die-with-zeroGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comAndy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Building Generational Wealth: A Catholic Perspective w/ Dorian Antešić

    Play Episode Listen Later Dec 22, 2023 60:28 Transcription Available


    In this episode of The Reformed Financial Advisor podcast,  I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige.  All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity.Episode Links:The Noblesse Oblige - Andy Flattery on Catholic Money MastermindDorian on LinkedInhttps://www.antesic.com/Good King Wenceslaus - The Irish RoversTucker Carlson - All-In PodcastGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    THURSDAY: Andy Speaking at Bitcoin Expedition

    Play Episode Listen Later Oct 24, 2023 4:37 Transcription Available


    Join me at Bitcoin Expedition on 10/26 in Jefferson City, MO. I will speaking alongside Natalie Brunell, Parker Lewis, Marty Bent, and Trey Sellers. Promo Code ANDY to receive 30% offhttps://www.bitcoin-expedition.com/Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    The Freedom to Have an Opinion | Isaiah Douglass

    Play Episode Listen Later Sep 21, 2023 58:49 Transcription Available


    I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:Building onlineJoining Swan Private ClientAndy hates soccer/Isaiah likes soccerCOVID breaking our brainsHow FAs simp for inflationBitcoin and the american dreamEpisode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglassGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    "Bitcoin Monasteries" & Reclaiming the American Dream | Pablo Peniche

    Play Episode Listen Later Sep 6, 2023 54:45 Transcription Available


    I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:Dropping out of college 3 timesA vision for how Catholic monasteries could adopt bitcoinObsessing over great cultures of the past without larpingPeter Thiel's progress & decline thesisGatsby, Elon, and fostering better elitesThe Sovereign Collective > The Sovereign IndividualEpisode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-penicheGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    John Mayer is Probably into Bitcoin | Mike Marion

    Play Episode Listen Later Aug 21, 2023 65:55 Transcription Available


    I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marionGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    Books that Turned Me From Financial Advisor Skeptic to Bitcoin Advocate

    Play Episode Listen Later Jul 19, 2023 38:34


    My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. Books discussed:The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. You Can Be a Stock Market Genius - Joel GreenblattThe Driver - Garet GarrettThe Bitcoin Standard - Saifedean AmmousThe Ethics of Money Production - Guido HulsmannBitcoin is Venice - Allen Farrington & Sacha MeyersEpisode page - www.simplewealthkc.com/post/books-that-turned-me-from-financial-advisor-skeptic-to-bitcoin-advocateGet the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comIntro music is Ryan O'Connor's

    What We Have Been Reading | Brian O'Leary

    Play Episode Listen Later Jun 21, 2023 71:50


    Warren Buffett says to read 500 pages a week.   Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives?Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. Books discussed:The Crusades - Thomas AsbridgeCaponeThe Franco Regime - Stanley PayneStart with No - Jim CampNo B.S. Time Management for Entrepreneurs - Dan KennedyExpect to Win, Hate to Lose - Matt FureySacred Then and Sacred Now  - Tom WoodsOversubscribed - Daniel PriestleyThe Political Pope - George Neumayr The Biden Deception - George NeumayrBitcoin is Venice - Allen FarringtonRestoring the family - Marian HorvatSubmission - HouellebecqGod's Will: The Life and Works of Sr. Mary WilhelminaLeisureville - Andrew BlechmanThe Father's Son - Jim SanoThe Cypresses Believe in God - Jose Maria GironellaThe Lord of the Rings - TolkienSong of Ice & Fire - George R.R. MartinThe Iliad & The Odyssey - HomerThe Long Ships - Frans BengtssonTexas - Michener Cryptonomicon - Neal Stephenson Born Standing Up - Steve MartinThe Medieval Machine - Jean GimpelDeflation & Liberty - Guido HulsmannEating the Dinosaur - Chuck KlostermanCinema Speculation - TarantinoBrian O'Leary is an independent media personality spanning several fields—podcasting, professional copywriting, internet marketing, broadcasting, and more. The mission of this “once & future” baseball coach is to restore, build, and promote a more robust and serious culture.https://briandoleary.com/flattery/https://crisismagazine.com/podcast/sister-wilhelmina-an-american-incorruptible Get the essential listening list of The Reformed Financial Advisor episodesIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.com

    Hail, Caesar!, Tally Ho Yacht Guy, & the Dignity of Work

    Play Episode Listen Later May 17, 2023 35:11 Transcription Available


    Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture.  In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth. Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/Get the essential listening list of The Reformed Financial Advisor episodesIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.com

    True Financial Independence | Unchained's Trey Sellers

    Play Episode Listen Later Apr 26, 2023 48:19


    Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such as real estate and index funds, can be replaced with bitcoin as the global standard for wealth preservation.Episode page - https://simplewealthkc.com/achieving-true-financial-independence-unchaineds-trey-sellers/Get the essential listening list of The Reformed Financial Advisor episodesIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.com

    Monarchy, Patrimony, & Bitcoin | Prince Filip of Serbia Karađorđević

    Play Episode Listen Later Mar 29, 2023 48:58 Transcription Available


    Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son. Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nation-states, enterprises and individuals achieve sovereignty and prosperity through Bitcoin. As CSO, Prince Filip engages with high-level actors and oversees strategic initiatives to accelerate Bitcoin adoption worldwide. He previously worked as an analyst at a prestigious London-based global asset management firm, helping clients make vital capital allocation decisions. Prince Filip has over 15 years of experience in traditional finance. Episode page: https://simplewealthkc.com/monarchy-patrimony-bitcoin-prince-filip-of-serbia-karadordevic-podcast/Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Confessions of a Stockbroker | Chris Rossi

    Play Episode Listen Later Feb 22, 2023 51:17


    Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Could Bitcoin be a 100 Bagger?

    Play Episode Listen Later Jan 30, 2023 36:07


    I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage!In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles.Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Best Pods of 2022 & What I've Changed My Mind About

    Play Episode Listen Later Dec 31, 2022 44:53


    In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations.Merry Christmas & Happy New Year!Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900438010777600?s=20&t=rvfqbQEMihw1G-K0IPeihgIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    BTC Financial Advisor Roundtable | Morgen Rochard & Jim Crider

    Play Episode Listen Later Dec 14, 2022 58:36


    Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:- The dead end of "trying to make money on bitcoin"- What is going well regarding tools and the regulatory environment- What is on our wish list of products & services - Why FAs should take their own advice and play the long game with bitcoin- Introducing the Bitcoin Financial Advisors NetworkShow  notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Tax Planning Mentality, BTC in a 401(k), Mitt's Massive IRA | Sean Mullaney

    Play Episode Listen Later Nov 23, 2022 45:10


    In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:- The Tax Planning mentality- Writing a book to standout as an expert- Is Bitcoin in a 401(k) even a good idea?- What Romney SHOULD have done with his huge IRAOutro: https://www.youtube.com/watch?v=ZOaj1TCMowsIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    A few thoughts on the FTX story

    Play Episode Listen Later Nov 18, 2022 3:19 Transcription Available


    Jack White, Tinkering, & the Limits of Goals Based Planning

    Play Episode Listen Later Nov 7, 2022 38:25


    Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments. They don't credit a goals based plan for retirement that they made 30 years ago!Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests,  take small risks & be a tinkerer,  and don't retire, just pivot. The singer of "Seven Nation Army" provides the model.  Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/ Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Speculator Work is Real Work | Bitstein

    Play Episode Listen Later Oct 26, 2022 58:26


    Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets. Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86MgcIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Nuns Building Citadels & Civilization (w/ the Help of Bitcoin)

    Play Episode Listen Later Oct 12, 2022 45:04


    I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and bitcoin charity. If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website. Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Responding to Peter Mallouk's Bitcoin Critiques

    Play Episode Listen Later Sep 26, 2022 46:11 Transcription Available


    Andy Flattery & Zach from Casa respond to the bitcoin comments of Creative Planning's Peter Mallouk:- BTC is "Palm or Blackberry..." but blockchain will revolutionize everything?- "Too speculative" to be a currency? - But "anyone can create their own cryptocurrency?"- Investors in the S&P 500 will benefit anyway (from companies who hold it on the balance sheet)? Show Notes: https://simplewealthkc.com/responding-to-peter-mallouks-bitcoin-critiques/Interlude & Outro: https://www.youtube.com/watch?v=w9qsDgA1q8YIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Inbox: Matt Fradd 401(k) Debate, Buffett's Dad, & BOOSTS

    Play Episode Listen Later Sep 7, 2022 32:20


    In this solo episode I answer listener questions from email and boostagrams:- the Jacob Imam vs. Trent Horn 401(k) debate on Matt Fradd's Pints with Aquinas podcast- Do we hate Warren Buffett now that he hates bitcoin?- Bitcoin beginner resources- Responding to listener boostagramsShow Notes: https://simplewealthkc.com/inbox-matt-fradd-401k-debate-buffetts-dad--boosts-podcast/Interlude & Outro: https://www.youtube.com/watch?v=G3jUWcCqkXAIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    The Michael Saylor & Robert Breedlove "What is Money?" Book | Seth Simmons

    Play Episode Listen Later Aug 17, 2022 45:12


    Robert Breedlove partnered with Seth Simmons to produce a book version of his What is Money? The Saylor Series. In this episode, Simmons tells his story of how he was able to convert the popular podcast series into book format and why this definitive Michael Saylor appearance is significant. Support the book by participating in the giveaway for What is Money? The Saylor Series. Show Notes: https://simplewealthkc.com/the-michael-saylor--robert-breedlove-what-is-money-book--seth-simmons-podcast/Interlude & Outro: https://www.youtube.com/watch?v=5W9TJ2JUW9cIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Getting Your Bitcoin Off of Coinbase | Nick Neuman

    Play Episode Listen Later Aug 3, 2022 45:02


    "So why won't there be bitcoin banks that do this (custody) for you? I think there will be, but there's always going to be one problem with this, which is that bitcoin transactions are irreversible. And so it's an inherent core change in the security model of bitcoin compared to the legacy banking system. And because of that, there's always going to be some level of additional risk with holding your bitcoin in a bitcoin bank."          - Nick Neuman, CEO of CasaAndy Flattery & Nick Neuman discuss:- The basics of BTC self-custody- Nick's Kansas City roots- The "grand plan" career path isn't the way to become CEO of a BTC company- "Bitcoin banking" is fundamentally difficult- Voldemort's Horcruxes and Multi-Signature Self CustodyShow Notes: https://simplewealthkc.com/getting-your-bitcoin-off-of-coinbase--nick-neuman-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=5W9TJ2JUW9cIntro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Tips for High Inflation | Tim Wuebker

    Play Episode Listen Later Jul 21, 2022 77:57


    Andy Flattery & Tim Wuebker discuss all things inflation:- how we got here- why inflation is likely to stick around- what families can do to cope- what bitcoin means with an inflationary currencyOriginally aired on Tim Wuebker's Seemingly Ordinary Podcast Interlude & Outro: https://www.youtube.com/watch?v=dI9q6P0mYAIIntro music is Ryan O'Connor'sHow to contact Andy Flattery:Follow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    Against the Index Fund Religion | Logan Bolinger

    Play Episode Listen Later Jul 6, 2022 47:25 Transcription Available


    Andy Flattery speaks with Logan Bolinger, attorney, writer, and founder of Think Bitcoin LLC, about the problems with Index Fund investing.  Show Notes: https://simplewealthkc.com/against-the-indexing-religion--logan-bolinger-podcast/Interlude & Outro: https://www.youtube.com/watch?v=1AxVTvrD3HYIntro music is Ryan O'Connor'sHow to contact Andy Flattery:Follow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

    How to Sleep Well During a Bitcoin Bear Market

    Play Episode Listen Later Jun 15, 2022 51:48 Transcription Available


    The party is over and bitcoin is on sale. Andy Flattery and The Orange Pill Addicts discuss best practices to follow during bitcoin bear markets. Show Notes: https://simplewealthkc.com/how-to-sleep-well-during-a-bitcoin-bear-market-podcast/Interlude & Outro: https://www.youtube.com/watch?v=bpA_5a0miWk Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend me an email at andy@simplewealthkc.com

    The Wall Street ESG Scheme | Kyle Hill

    Play Episode Listen Later Jun 1, 2022 41:40 Transcription Available


    It's the month of June, which means it's the month where your favorite financial services provider wants to make sure that you know that they have all the allowable and respectable opinions... they support The Current Thing! This episode is a critique of "sounding good" ESG. Because behind every rainbow flag logo, every trite slogan, and all obligatory pandering, there are Wall Street motivations that have helped to get us here. Show Notes: https://simplewealthkc.com/the-wall-street-esg-scheme--kyle-hill-podcast/Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend me an email at andy@simplewealthkc.com

    Earn, Save, Reject Altcoins | Morgen Rochard

    Play Episode Listen Later May 11, 2022 45:00 Transcription Available


    Andy Flattery speaks with Financial Advisor Morgen Rochard about the basics of financial planning, why bitcoin is for families, and why Financial Advisors have gravitated towards "crypto."Show Notes: https://simplewealthkc.com/earn-save-reject-altcoins--morgen-rochard-podcast/Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend me an email at andy@simplewealthkc.com

    Answering Client Questions about Bitcoin | Trent Dudenhoeffer

    Play Episode Listen Later Apr 13, 2022 45:19 Transcription Available


    Trent Dudenhoeffer, CFP®, CBP helps Andy Flattery answer client questions about bitcoin. What is it?Isn't it a bubble?Doesn't it use too much energy?Isn't it like MySpace?"I don't get it."Show Notes: https://simplewealthkc.com/?p=4907Intro music is Ryan O'Connor'sInterlude & Outro: https://www.youtube.com/watch?v=bayyRPSXGq0Follow Andy Flattery on Twitter

    Saving Money is Good For Everyone

    Play Episode Listen Later Mar 2, 2022 29:08 Transcription Available


    A key to understanding bitcoin is to first understand the importance of savings, because everything that you hear today about savings from the "default Keynesians" is wrong. In this episode, we take a  deep look into the virtue of thrift with help from The Honeymooners, Hans-Hermann Hoppe, Robinson Crusoe, Pierre Rochard, Saifedean Ammous, Jimmy Song, and Bruce Springsteen.Show notes: https://simplewealthkc.com/the-saving-money-episode-podcast/Intro music is Ryan O'Connor'sSign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Cronyism, Jacksonian Hard Money Movement, & "Old Bullion" | Patrick Newman

    Play Episode Listen Later Feb 2, 2022 44:59 Transcription Available


    Andy Flattery talks with Patrick Newman about 19th century cronyism, Thomas Hart "Old Bullion" Benton, and the parallel to today's hard money debates surrounding bitcoin. Newman is the author of "Cronyism: Liberty Vs. Power in America, 1607-1849"Show Notes: https://simplewealthkc.com/cronyism-jacksonian-hard-money-movement-old-bullion-patrick-newman-podcast/Interlude & Outro: https://www.youtube.com/watch?v=OL1fBP-Xf50Intro music is Ryan O'Connor'sSign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Bitcoin & Why the 2008 Crisis Still Matters | Andy Edstrom

    Play Episode Listen Later Jan 5, 2022 57:34 Transcription Available


    In this wide ranging conversation, Andy Edstrom discusses his history in legacy finance, why the 2008 financial crisis and monetary madness explain why our debt burdens are where they are today. If most assets are a "little bit money," bonds are at risk of being demonetized. Lastly, Andy makes his case for bitcoin as a lifeboat and why Financial Advisors should be considering it. Andy Edstrom is the Managing Director at Swan Advisor Services and Author of the book "Why Buy Bitcoin."Show Notes- https://simplewealthkc.com/?p=4874Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterInterlude & Outro: https://www.youtube.com/watch?v=FmuswTEGF-UThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    The "Religious Fanaticism" of Bitcoin | Eric Sammons

    Play Episode Listen Later Dec 8, 2021 42:10


    Eric Sammons and Andy Flattery talk about the current state of bitcoin and the claim that "bitcoin is an idol." Eric is the Editor-in-Chief of Crisis Magazine. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterMusic used in the episode-Interlude & Outro: https://www.youtube.com/watch?v=csh6wVWmLycThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Bonus Episode: Is Classical Education the Answer For Our Kids? | Dr. Luke Murray

    Play Episode Listen Later Nov 24, 2021 46:13


    Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City.Show notes -https://simplewealthkc.com/?p=4865Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterMusic used in the episode-Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6wThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    The Michael Saylor Financial Plan, Inflation, Bitcoin Day KC

    Play Episode Play 58 sec Highlight Listen Later Nov 3, 2021 41:43 Transcription Available


    A podcast laying out The Michael Saylor Financial Plan as he tells it in his "Parable of the Argentine Rancher," Andy's thoughts on inflation, and Bitcoin Day KC. Show notes -https://simplewealthkc.com/the-michael-saylor-financial-plan-inflation-bitcoin-day-kc-podcast/Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterMusic used in the episode-Intro: Ryan O'ConnorInterlude & Outro: https://www.youtube.com/watch?v=MGxjIBEZvx0&list=PLz126cGMTd8Ra4jt2uXBPSZ02_e2WWBuT&index=4The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Is Bitcoin Immoral? | Fr. Nick Blaha & Slappy Jones II

    Play Episode Listen Later Oct 13, 2021 47:06 Transcription Available


    Is Bitcoin a Good Coin? Catholic toxic maximalists Fr. Nick Blaha, the pseudonymous Slappy Jones II, and The Reformed Financial Advisor respond to the critiques of bitcoin from The New Polity's Jacob Imam and Marc Barnes.Show notes-https://simplewealthkc.com/is-bitcoin-immoral-fr-nick-blaha-slappy-jones-ii-podcast/Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterMusic used in the episode-Interlude: https://www.youtube.com/watch?v=8SCAlP4ceiwOutro: https://www.youtube.com/watch?v=ZOaj1TCMowsThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    The Case for Owning Individual Stocks

    Play Episode Play 30 sec Highlight Listen Later Sep 8, 2021 42:52


    It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield multiples upon multiples of your original investment."Taken from the original article-https://simplewealthkc.com/back-to-the-basics-investing-part-i-the-case-for-owning-individual-stocks/Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterMusic used in the episode-Is from Andy FlatteryThe Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

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