Wealth, Health, and Happiness

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This is Ross Atefi's Podcast, where we'll discuss things I'm passionate about including personal financial planning, investments, business, productivity, mental and physical health and well-being, and finding happiness.

Ross Atefi

  • Jun 21, 2018 LATEST EPISODE
  • infrequent NEW EPISODES
  • 6m AVG DURATION
  • 8 EPISODES


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Latest episodes from Wealth, Health, and Happiness

How to Prepare for a Recession In Good Times

Play Episode Listen Later Jun 21, 2018 7:49


Latest episode of Ross Atefi

Transition From Residency, A Life-Changing Opportunity

Play Episode Listen Later Jun 21, 2018 11:02


Latest episode of Ross Atefi

Outsized Risks and Rewards Of Investing in Individual Stocks

Play Episode Listen Later Jun 19, 2018 7:58


The idea that over time stocks outperform conservative investments like T-bills is a widely held belief. While this is true in the aggregate, this study shows that Most (58%) of common stocks do not outperform 1-month Treasury Bills http://csinvesting.org/wp-content/uploads/2017/05/Bessembinder-Do-Stocks-Outperform-Treasury-Bills.pdf The only reason the stock market as a whole outperforms T-Bills over time, is that just a few stocks create a dramatically out sized proportion of the returns ​ Study measures listed stocks from 1926 - December 2015; 26,000 stocks appeared in the CRSP database over this time period resulting in $32trillion of shareholder wealth creation. The top 86 performing stocks, less than one-third of one percent of the total, collectively account for over half of the creation. The 1,000 top performing stocks, less than 4% of the total, account for ALL of the wealth creation.

3 2017 Year-End Tax Strategies with New Tax Law

Play Episode Listen Later Jun 17, 2018 2:42


Latest episode of Ross Atefi

7 Common Investment Mistakes in a Volatile Market

Play Episode Listen Later Jun 17, 2018 9:12


Latest episode of Ross Atefi

3 Ways to Use Technology for Avoiding Decision Fatigue

Play Episode Listen Later Jun 12, 2018 7:45


Decision Fatigue refers to the deteriorating quality of decisions made by an individual after a long session of decision making. It is now understood as one of the causes of irrational trade-offs in decision making. Unfortunately, many people's financial planning is negatively impacted by this. Therefore, using technology to minimize the number of decisions in regards to financial planning you need to make on a daily and weekly basis can provide huge dividends long-term. Listen to this podcast to learn about 3-ways to use technology to avoid decisions fatigue and make your financial planning and management easier and more effective. Link to article on automated cash-flow system: www.odysseywealthdesign.com/blog/how-to-maximize-cash-flow-pursue-your-goals-without-the-hassle-of-budgeti We can help you create your personalized system. Please call us a 949-623-1763 or email us at: ross.atefi@lfg.com

3 Ways to Use Technology for Avoiding Decision Fatigue

Play Episode Listen Later Jun 12, 2018 5:32


Decision Fatigue refers to the deteriorating quality of decisions made by an individual after a long session of decision making. It is now understood as one of the causes of irrational trade-offs in decision making. Unfortunately, many people's financial planning is negatively impacted by this. Therefore, using technology to minimize the number of decisions in regards to financial planning you need to make on a daily and weekly basis can provide huge dividends long-term. Listen to this podcast to learn about 3-ways to use technology to avoid decisions fatigue and make your financial planning and management easier and more effective. Link to article on automated cash-flow system: http://www.odysseywealthdesign.com/blog/how-to-maximize-cash-flow-pursue-your-goals-without-the-hassle-of-budgeti We can help you create your personalized system. Please call us a 949-623-1763 or email us at: ross.atefi@lfg.com

Be Careful with these Bonds in a Rising Interest Rates

Play Episode Listen Later Jun 12, 2018 2:26


Do you have these bonds in your portfolio? Be very careful in a rising interest rate environment.

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