Podcasts about diy investing

Thinking about retirement? Think again. Lance Roberts & Danny Ratliff present 10 powerful reasons you shouldn't retire too soon—from financial stability to maintaining purpose and health. But if you do decide to retire, they'll also show you exactly what steps to take to protect your money, lifestyle, and long-term security. SEG-1a: How ChatGPT Saved Google in Anti-trust Court SEG-1b: Why the 50-DMA is Key SEG-2a: Looking Ahead to Employment Revisions SEG-2b: Portfolio Risk Management Amid Investor Complacency SEG-2c: Traders' Performance & Baseball Greats SEG-2d: Honor Thy Stoploss SEG-2e: Tariffs + Markets Looking for Reason to Cool Off SEG-2f: Day Trading is Not a Good Career Choice SEG-2g: Retirement vs The Big Correction SEG-2h: Making Mistakes Too Close to Retirement SEG-2i: What to Do With Debt Prior to Retirement SEG-2j: Running a Financial Plan SEG-2k: YouTube Poll - Biggest Concern About Retirement SEG-2l: Retirement Realities SEG-2m: Health in Retirement SEG-2n: Bonus Segment - Lance's Cheat Meal SEG-2o: Bonus Segment - The Empty Nester's Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisors, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=uHA4ZE7kuHo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell, "Is Tuesday's Market Drop the Start of Correction?" is here: https://www.youtube.com/watch?v=J09F1Ldd6Lk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "DIY Investing & Why Swing Trading Isn't Long-Term Wealth," is here: https://youtu.be/9MJOE0l7L9Q ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullishTrend #NegativeDivergence #MarketCorrection #PortfolioAllocation #PortfolioHedging #RiskManagement #20DMA #50DMA #100DMA #200DMA #RetirementPlanning #FinancialIndependence #RetireSmart #MoneyManagement #WealthBuilding #InvestingAdvice #Money #Investing

Think you can outsmart the market? Many DIY investors fall into the same traps: chasing hype, trying to time the market, concentrating in one hot sector, or lacking patience. Lance Roberts & Jonathan Penn break down five of the biggest mistakes DIY investors make — and why they can derail your financial future. They'll also explore swing trading vs. long-term investing: * How short-term trading chases quick wins with high risk. * Why long-term investing builds wealth through discipline, diversification, and compounding. * The bottom-line difference: Are you surfing market waves or planting financial trees? If you want to avoid costly missteps and grow wealth the smart way, this discussion is for you. SEG-1a: Employment Expectations & Revision Repercussions SEG-1b: Market Correction Could Rapidly Unwind Risky Positions SEG-2a: Graduation parties & Food Trucks SEG-2b: DIY Investing - Meme Markets SEG-2c: The FOMO Factor & Following the Herd SEG-2d: First Time Investing Mistakes - Bitcoin, Palantir, & Amazon SEG-2e: When the Herd is Right AND Wrong SEG-2f: You Cannot Time the Market SEG-2g: The Goal of Investing SEG-2h: Don't Be Afraid to Sell SEG-2i: Portfolio Management & Taxes SEG-2j: Investing is About Patience Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisors, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://youtu.be/9MJOE0l7L9Q -------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullishTrend #NegativeDivergence #MarketCorrection #PortfolioAllocation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing #InvestingMistakes #DIYInvestor #SwingTrading #LongTermInvesting #WealthBuilding #Investing #InvestingAdvice #Money #Investing

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about if you should continue DIY investing at retirement It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 41: A Tale of Two Strategies and Chapter 42: How to Identify an Advisor You Can Trust.LEARNING: Passive investing is still the winner. If something is worth doing, it's worth paying someone to do it for you. “A good wealth advisor helps you build a plan and choose the best investment vehicles that'll give you the best chance of achieving your life and financial goals.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. The book is a collection of stories that Larry has developed over 30 years as the head of financial and economic research at Buckingham Wealth Partners to help investors. You can learn more about Larry's Worst Investment Ever story on Ep645: Beware of Idiosyncratic Risks.Larry deeply understands the world of academic research and investing, especially risk. Today, Andrew and Larry discuss Chapter 41: A Tale of Two Strategies and Chapter 42: How to Identify an Advisor You Can Trust.Chapter 41: A Tale of Two StrategiesIn Chapter 41, Larry explains why investors who have implemented the types of passive strategies recommended in his book have experienced “the best of times.” On the other hand, for those who continue to play the game of active investing, it has generally been the “worst of times.”“It was the best of times, it was the worst of times.” Charles Dickens may have been writing about the French Revolution, but Larry observes that that line rings true for today's investors, too. Depending on how you approach the market, your experience can feel like either a triumph or a disaster.If you're betting on active management, it's the worst of timesAccording to Larry, people who still believe in the promise of active fund managers as the winning strategy are likely to find themselves in the “season of Darkness.” Over the years, the ability of active managers to consistently outperform has dwindled significantly.You may be surprised to learn that in 1998, when Charles Ellis wrote his famous book “Winning the Loser's Game”, about 20% of actively managed funds produced statistically significant returns after adjusting for risk. That figure was already discouraging.A later study in 2014 (Conviction in Equity Investing) found that the percentage of managers producing any net alpha had dropped from 20% in 1993 to just 1.6%.Larry reminds investors who are holding on to the hope that active management will deliver the goods that they are swimming against a strong current. The odds aren't in their favour—and neither are the expenses.It's the best of times for passive investorsIf you've embraced passive investing, it's the best of times. The resounding success of this strategy, backed by a wealth of data and real-world results, should instill a strong sense of confidence in your investment decisions.For investors who believe that markets are efficient...

Moneytracker Don Grant says investing retirement savings can be a DIY project. But there are big cons to go along with the pros.

In this weeks episode, Warren Ingram and Pieter de Villiers explore the financial planning journey, when to manage your own money, when to work with a financial advisor, and how to know when it's time to move on from an advisor who no longer serves your best interests.Key takeaways:The pros and cons of DIY investing vs. hiring a financial advisorSigns it's time to consult a financial plannerWhen it's better to fire your financial advisorWhy education, transparency, and respect matter in financial relationshipsHow to identify red flags in financial advisory servicesThe importance of self-awareness in financial decision-makingLearn more about Prescient Investment Management here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

DIY investing might save youmoney—but could it cost you peace of mind in retirement?Before you decide to go it alone, hear the pros, cons, and what most DIY retirees wish they knew sooner.Specifically, we are going to discuss:-       Who is the typical DIY retirement investor-       The 3 core pain points of the Retirement DIY investor-       Four Pros and four cons to DIY investing in retirement-       10 Thing you should expect if you work with an advisor -       How our biases impact our decision making Lastly, I will finish up with some action items to helpaddress some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS?Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you'll receive a copy of our latestRetirement Guide AND MORE! ***EPISODE RESOURCES:

Watch video here.Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today's investors! In this episode, our team tackles a wide range of topics designed to help you make smarter financial decisions, whether you're a seasoned DIY investor or just getting started.Main Topics Covered:1. Midcap Funds – Are They Necessary? 2:24We break down why midcap funds often get left out of recommended portfolios, the impact of fund overlap, and whether including them really adds value or just complexity.2. Listener Allocation Questions 12:49Hear real-life portfolio allocation questions from our listeners—including how to balance S&P 500, value, and midcap funds. The team discusses the pros and cons of various strategies and how to avoid unnecessary overlap.3. The Risks of Small Cap Growth 19:10Discover why small cap growth funds can be risky, the historical performance data, and why value funds may be a better long-term bet for most investors.4. Hourly Advisors & DIY Investing 22:41Thinking about ditching your advisor and going DIY? We discuss the benefits and challenges of working with hourly advisors, how to find one that supports your strategy, and the importance of sticking with a plan you understand.5. Capital Gains & Taxes 27:45Got questions about selling investments and minimizing taxes? While we don't provide personal tax advice, our experts outline the key considerations and why consulting a tax professional is essential for big moves.6. Financial Freedom Mindset 30:05It's not just about retirement—it's about saving for freedom! Learn how reframing your financial goals can keep you motivated and focused for the long haul.7. Avantis vs. DFA Funds 31:15Curious about the differences between Avantis and DFA ETFs? Chris and Daryl compare these two fund families, explaining how their philosophies align, where they differ, and how to choose the best fit for your portfolio.8. AVGE for Granddaughter? 38:32Paul shares his personal approach to investing for his granddaughter, comparing AVUS, AVUV, and AVGE, and why teaching young investors about asset class behavior can be more valuable than just chasing returns.9. Should You Avoid Growth Funds? 45:53They explain why “growth” funds aren't always what they seem, the pitfalls of chasing expensive stocks, and why a tilt toward value and small cap may offer better long-term results.10. The Rule of 72 – Power of Compounding 52:47Learn how to use the Rule of 72 to teach young investors (and yourself!) the massive impact of compound returns over time. It's a simple math trick that can change your financial future.Daryl references this table- Sound Investing Portfolios 1970-2024- https://tinyurl.com/4xabhke5

Vero chats with Ryne Williams—a self-taught dividend investor who started with next to nothing and built a solid portfolio over just five years. Ryne proves that anyone willing to learn can do this. He shares how ETFs and individual stocks both play a role, why he's all about balance over hype, and how to create a portfolio that can weather any market. If you're just getting started or looking to invest with more conviction, this one's packed with actionable tips and a mindset that'll keep you going for the long run. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Being a do-it-yourself investor can be both rewarding and challenging. In this episode, we explore the essential mindset and strategies needed to succeed in the long term. Drawing from academic research, historical data, and decades of experience, this episode covers:Why short-term returns are often just noise and how to focus on the bigger picture.The importance of a 20-30 year horizon for small-cap value investments.How to avoid emotional decision-making and set realistic expectations.Insights into the performance of small-cap value vs. the S&P 500 over 25+ years.The role of faith, patience, and discipline in building a successful investment portfolio.Paul also provides a step-by-step guide to help investors analyze the numbers referenced in this episode. Follow these steps to compare small-cap value funds and the S&P 500:Steps to Analyze Performance on Morningstar:Open morningstar.com.Enter DFFVX in the search box at the top of the page.Open the Chart option located next to the Quote.Select MAX next to the Start Date to view the full performance history.One by one, enter the following ticker symbols into the Fund Chart Compare search box and hit return after each:This process allows you to visualize and compare the performance of these funds over time and gain a deeper understanding of the data discussed in this podcast.Whether you're 25 or 81, this episode is packed with actionable insights and encouragement to help you stay the course and achieve your financial goals. Listen now for expert advice and a fresh perspective on long-term investing!Links that Paul uses in this podcast-Bootcamp #1 - Biggest Decision of All: Stocks vs. BondsAvantis Quilt Chart

In this conversation, Kevin discusses various aspects of retirement planning, including the cultural phenomenon of tipping, the hidden fees associated with retirement accounts, the importance of professional guidance, guaranteed income strategies, and the impact of inflation on retirement finances. He emphasizes the need for individuals to be aware of their financial situations and to seek professional help when necessary to ensure a secure retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Join our expert trio:Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.  Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.  Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.00:01:29         Looking back at the events that shaped the markets 00:03:07         Market pendulum – swinging between fear and greed 00:08:25         Unravelling stock valuations through in-depth research 00:09:51         Rigorous investing approach vs. speculative seasonal trends 00:12:35         TDAM's investing philosophy: grounded in fundamental research   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets. 00:48 Ben Carlson's Career Journey01:54 Investment Strategies and Asset Allocation02:51 Impact of the Great Financial Crisis09:22 The Role of a Wealth Manager11:55 DIY Investing vs. Professional Advice15:50 Navigating Market Noise and Historical Context22:31 The AI Boom and Investment Implications26:27 Market Predictions and Diversification28:03 Realistic Expectations in Wealth Management29:39 Personal Investment Strategies32:51 Avoiding Market Timing Pitfalls35:49 Automating Investments for Success42:51 Balancing Saving and SpendingCompanies mentioned: NVDAFind Ben's work at: https://awealthofcommonsense.com/*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*Terms and Conditions apply.*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Trying to do it all yourself might be holding you back from real growth. In this segment, we break down why successful investors know when to invest in help—and why DIY investing could be costing you more than you think. We talk about shifting your mindset from "How much does it cost?" to "What's the value?" and why skipping mentorship can slow your journey to wealth. If you're serious about building generational wealth, it's time to stop thinking small and start leveraging expertise. GUEST RESOURCES:  Gerald Thompson  IG | @geraldinvestorcoach RESOURCES:  [BACKFLIP] Struggling with property data and financing? Discover Backflip—the all-in-one platform that instantly analyzes properties, pulls high-quality comps, and provides fast evaluations. Plus, apply for loans directly through the app and get help choosing the right investment strategy. Transform your real estate investing today! Click HERE to download the Backflip app.  [OILI EXPERIENCE] Use code PODCAST10 to get 10% off your ticket to the Owning It and Living It Experience, November 1-3 in Atlanta, Georgia! Don't miss out on learning from top industry experts like Henry Washington, Kendra Barnes, Jackie and Preston Perry, Lecrae Moore, and more. Plus, I'm giving away a fully renovated house—this year only! No virtual tickets—be in the room to level up your real estate game and immerse yourself in a unique blend of culture and knowledge. Click HERE to get your ticket.  [FREE CONSULTATION] Looking to buy, sell, or invest in real estate in Atlanta? My team of expert, investor-friendly agents is here to help! Book a free 15-minute consultation with one of my agents today, and let's figure out your next move together. [FB GROUP] Loving the podcast and want to connect with me and our incredible guests? Join the Owning It and Living It Facebook group! It's your go-to spot for real estate tips, advice, and a supportive community of investors just like you. Join us today and let's take your real estate journey to the next level.  Erika Brown IG: @erikabrowninvestor LinkedIn: @erika brown Wealth Within Reach is produced by EPYC Media Network

Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on? Like this episode? Hit that Follow button and never miss an episode!

You can put a nice number in your retirement savings, get a handle on your Social Security and Medicare, and even have an allocation and withdrawal strategy for your accounts. But that is not even half the battle. Here are the Top 5 things people miss when they do their own retirement planning. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode we answer emails from James, MyContactInfo and Cy.  We discuss using silver in addition to gold in a portfolio, review again why many "options strategy funds" and other complex ETFs are generally a waste of space in a portfolio and talk about a recent Andrew Tobias interview and the history of DIY investing.Links:Eric Balchunas Interview:  Eric Balchunas on The Hidden Gems of the ETF World You Need to Know! (youtube.com)Andrew Tobias Interview:  The Only Investment Guide You'll Ever Need with Andrew Tobias | White Coat InvestorAmusing AI-Bot Summary:Discover why silver might be the wild card you didn't expect in your investment portfolio. With its industrial uses and lack of central bank holdings, silver might ramp up your portfolio's volatility without offering much in terms of diversification. We explore the intriguing story of the Hunt brothers and their infamous attempt to corner the silver market in the late 1970s, shedding light on the lessons learned from this historical market manipulation. Managed futures, we argue, could be a more strategic play for those looking to ride silver's unpredictable trends.As we journey through the evolution of DIY investing, we take a critical look at the rise and fall of heavily marketed investment funds, like buy-write and options strategy funds. Through the wisdom of Andrew Tobias, we trace the shift from active fund management in the 1980s to today's preference for indexing and strategic asset allocation. From the so-called "Bronze Age" to our current "Golden Age" of investing, the importance of asset allocation remains a steadfast guide. So whether you're a seasoned investor or just starting out, these reflections aim to illuminate a path toward more informed and successful investment decisions.Support the show

#535: The Cost of Sticking with DIY Investing Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor? An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What's Paula and Joe's advice? Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA. Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it here. _______ Melissa asks (at : minutes): An upcoming job change is launching my partner and me into our highest earning years over the next decade. Given our higher tax bracket, what do you think about robo-investing with features like tax-loss harvesting? We're in our early fifties with a paid-off mortgage, $1.6 million in retirement accounts, and $400,000 in a taxable brokerage account. We're DIY investors with mostly total market index funds. Our last kid is finishing college with those costs already set aside.  Since our expenses will be much lower, we'll have more cash to invest after maxing out tax-advantaged accounts. We'll need some of that money to bridge us from retirement in 10 to 12 years to age 70. Does it make sense to look at something like the Schwab Intelligent Portfolio? My partner prefers an aggressive portfolio, but I'd like to mitigate the volatility since we'll need that money earlier than the typical 30 to 40-year investing timeline. How do we think through this? Hampton asks (at : minutes): I usually try to predict what your answers are going to be, but I was way off on episode 524 when Mark asked about how to use a $300,000 inheritance from a Roth IRA. When you interviewed Ed Slott in episode 307, he discussed inherited versus traditional IRAs and the tax implications. He mentioned that the Secure Act changed the inherited IRA rules to require a withdrawal of the full balance within 10 years. Given the tax rules on a Roth IRA, I think the wisest thing for Mark to do is to leave the inheritance alone for 10 years until he's forced to withdraw the money. The $300,000 would become $600,000 at 7.2 percent interest.  He could use his other savings for a down payment to buy the house and let the inheritance grow. At the end of the 10 years, he could easily pay off the house with beautiful tax-free money. What do you think? Anonymous asks (at : minutes): I recently rolled over a Roth 401k from a previous employer into a Roth IRA. After rolling it over, I learned that I'll have to pay taxes on the part of the rollover that is earnings, as opposed to contributions. Is this true? If so, I'm turned off from contributing to a Roth 401k. I know you're big proponents of Roth accounts but I'm worried that this degrades the benefits of this account. Is there something I'm missing? Should I continue contributing to a Roth 401k in the future? For more information, visit the show notes at https://affordanything.com/episode535 Learn more about your ad choices. Visit podcastchoices.com/adchoices

#535: Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor? An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What's Paula and Joe's advice? Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA. Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode535 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Erica and Ben delve into different investment options, from hiring financial advisors and using robo-advisors to managing DIY investments with individual stocks, mutual funds, index funds, bonds, and money market accounts.   01:01 Discussing Summer Reads 08:27 Financial Advisors and Fees 11:17 Exploring Robo-Advisors 15:12 DIY Investing and 401k Management 24:54 Understanding Bond Funds 25:28 Investing in Index Funds 27:13 Mutual Funds vs. Index Funds 29:09 Target Date Funds Explained 31:15 Introduction to Bonds 32:22 The Bond Market and Risk 34:46 Junk Bonds and Their Appeal 38:09 Money Market Accounts and CDs 41:56 Final Thoughts and Advice   Resources Referenced: The War Below: Lithium, Copper and the Global Battle to Power Our Lives by Ernest Scheyder How to Suffer Outside: A Beginner's Guide to Hiking and Backpacking by Diana Helmuth NerWallet's 12 Best Robo-Advisors: Top Low-Cost & Free Options Connect with Erica | LinkedIn | Website | Newsletter Connect with Ben | LinkedIn

Welcome to another episode of Think Smart with TMFG, hosted by Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management. In this episode, we delve into the growing trend of young Canadians choosing to manage their own investments, bypassing traditional financial advisors. We explore the factors driving this shift, such as the increased reliance on social media for financial advice and the impact of recent market conditions. We'll also discuss the potential pitfalls of DIY investing, including the challenge of distinguishing good advice from bad on platforms like YouTube, Instagram, and TikTok. Rob and Mike highlight the importance of professional financial advice and the value it adds, from behavioral coaching to tax-smart planning. They also examine how robo-advisors are performing and why not all of them are created equal. Tune in to understand the nuances of this trend and how it could affect your financial future. Don't forget to subscribe for more insights on achieving your best retirement ever!

Sara-Jayne chats to the CEO of Satrix Fikile Mbhokota about DIY investing. Can you take control of your cash?See omnystudio.com/listener for privacy information.

Noluthando Mthonti-Mlambo speaks to Sasrix CEO, Fikile Mbhokota.See omnystudio.com/listener for privacy information.

Alpesh will be sharing experiments he did with his investments since 2009. Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss Move your cryptos to self custody. DISCLAIMER - We are not giving any financial advice. Please DYOR. Exchanges https://www.coinbase.com/join/parmar_27 https://accounts.binance.us/en/regist... https://www.kucoin.com/ucenter/signup... https://swapspace.co?ref=f5814e34ad7134c10e3f07e0 https://www.gate.io/signup/3408973 https://crypto.com/app/9ux1x96a8s https://uphold.com/signup?referral=1b... https://www.swanbitcoin.com/wealth Interest Bearing https://www.gemini.com/share/987weayh7 https://blockfi.com/?ref=1d6bc32d https://celsiusnetwork.app.link/11024... https://voyager.onelink.me/WNly/refer... https://nexo.io/ref/smwmo2ecec?src=io... Earn Free Bitcoin https://freebitco.in/?r=41976256 https://getpei.app.link/invite?code=8... https://use.foldapp.com/r/PWWA4LLL Filing Taxes http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth) https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955) (00:00 - 00:34) Opening Segment -Introduction (00:34 - 04:08) What will be covered in Growing the Money Tree - Alpesh talks about his upcoming book (04:08 - 13:06) Video being played about the upcoming book (13:06 - 13:29) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter's YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check us out at: Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠⁠⁠

Alpesh will be sharing experiments he did with his investments since 2009. Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss Move your cryptos to self custody. DISCLAIMER - We are not giving any financial advice. Please DYOR. Exchanges https://www.coinbase.com/join/parmar_27 https://accounts.binance.us/en/regist... https://www.kucoin.com/ucenter/signup... https://swapspace.co?ref=f5814e34ad7134c10e3f07e0 https://www.gate.io/signup/3408973 https://crypto.com/app/9ux1x96a8s https://uphold.com/signup?referral=1b... https://www.swanbitcoin.com/wealth Interest Bearing https://www.gemini.com/share/987weayh7 https://blockfi.com/?ref=1d6bc32d https://celsiusnetwork.app.link/11024... https://voyager.onelink.me/WNly/refer... https://nexo.io/ref/smwmo2ecec?src=io... Earn Free Bitcoin https://freebitco.in/?r=41976256 https://getpei.app.link/invite?code=8... https://use.foldapp.com/r/PWWA4LLL Filing Taxes http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth) https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955) (00:00 - 01:03) Opening Segment -Introduction (01:03 - 07:28) DIY Investing vs Professional Management - Alpesh talks about do-it-yourself investment - He also talks about Cons of DIY investing - Also he talks about professional management - Is there a middle ground? (07:28 - 08:29) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter's YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check us out at: Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠⁠⁠

I'm thrilled to host Dimitre Ranev, MD. Dimitre is a savvy mind when it comes to DIY investing. I've benefitted from his wisdom over the years & I'm excited to pick his brain on his investing approach today. This episode features Arya EHR - https://www.aryaehr.com/**I endorse only products/services I personally use or would use. I can get commissions that will be used to offset the costs of running this podcast :)Discussion Points:Guest Introduction (3:13) An overview of Dimitre's portfolio & investing approach (8:30) Dimitre's process behind analyzing a company (12:54) Dividend investing - what to consider (16:58)  Payout ratios, valuation, P/E ratio relative to historical norms  (20:12)  Investing during inflationary times (23:30)Time required to invest in individual companies (29:36)Behavioural tendencies, having the right investor psychology, minimizing irrational behaviour (30:44) The importance of rebalancing your portfolio (35:47)Financial considerations as we pivot from early to mid career (39:05)Dimitre's preferred resources for learning about investing (41:50)Rapid fire (47:25)Dimitre's advice on building wealth (49:28)  Dimitri's Links:LinkedIn: https://www.linkedin.com/in/dimitre-ranev-he-him-0b941495/Primary medicine podcast: https://podcasts.apple.com/ca/podcast/primary-medicine-podcast/id1022330537Yatin:Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha

In this 2-minute episode Brian discusses why DIY investing may not yield the best results. 

In this episode, you'll learn how to handle the 7 most common investing risks.Covered in this episode:- Risk 1: The dividend is not guaranteed- Risk 2: Competitors- Risk 3: Dishonest management- Risk 4: Bankruptcies- Risk 5: International issues- Risk 6: Market uncertainty- Risk 7: Natural disastersOther ways to reduce your investing risk.Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Liz Young, head of investment strategy at personal finance company and bank SoFi, discusses markets, the investor movement to DIY investing, and her investment process and market outlook with DoubleLine's Jeffrey Sherman and Samuel Lau in this episode recorded Sept. ... Read More

Are you intrigued by investing but don't have a finance degree? Joel Salomon, a former hedge fund manager, is here to demystify the world of finance in this enlightening episode of The RichMind Podcast. Whether you're a beginner or looking to refine your investing skills, this episode has something for everyone.   Investing Basics Unveiled: DIY Investing for Beginners   Investing need not be complicated. Joel breaks down the fundamentals, making DIY investing accessible to all. Discover how to start investing with little money and grow your wealth wisely.   Warren Buffett and Charlie Munger's Investment Secrets   Joel delves into the wisdom of investing legends Warren Buffett and Charlie Munger. Learn from their approaches, including the remarkable secret to their success: avoiding diversification.   From Fear to Financial Freedom: Mastering the Investing Mindset   Conquering the fear of investing is essential for success. Joel introduces powerful affirmations to banish fear and shares practical steps to develop the right mindset.   Money Miracles: Unlocking Your Financial Potential   Joel's TEDx Talk, "How to Create Money Miracles," is a treasure trove of insights. Access this invaluable resource on YouTube for a deep dive into transforming your financial life.   Investing Without a Broker: Self-Directed Investing   Explore the world of self-directed investing, where you're in control. Understand how you can invest in stocks, real estate, cryptocurrency, and more, all without the need for a broker.   Finding Your Investment Style: Value vs. Growth Investing   Discover different investment styles and find the one that aligns with your goals. Dive into value investing and growth investing to determine which suits you best.   Investing for Your Future: Retirement and Education Funds   Joel highlights the importance of investing for retirement and your child's education. Learn how to secure your financial future and create opportunities for the next generation.   Investing in YOU: Self-Investment and Personal Growth   Investing isn't just about money; it's also about personal growth. Embrace the concept of investing in yourself and your development. Joel Salomon's insights will empower you to take control of your financial future. Whether you're interested in DIY investing, conquering your investment fears, or aligning your investments with your values, this episode provides actionable advice.   Want to learn more from Joel? Check out the following links to start today Website: https://www.salaurmor.com/ Free Prosperity Coaching session here How to Create Money Miracles course here Money Miracles membership here    Ready to embark on your journey to financial freedom? Explore exciting investment opportunities that align with the principles discussed in this episode. Click Here to take the next step. #DIYInvesting #InvestingBasics #InvestmentMindset #MoneyMiracles #WarrenBuffett #CharlieMunger #InvestmentSecrets #FinancialFreedom #SelfDirectedInvesting #ValueInvesting #GrowthInvesting #RetirementInvesting #PersonalGrowth #InvestInYourself

In this episode learn how much money you can make by investing in dividend stocks. I also cover real-life example of investing in Coca-Cola, Home Depot, Walmart, and ADM. What I'll share with you in this episode:- 2 ways to make money with dividend stocks- 3 factors that determine how much you can make- How a $4.9K investment in ADM turned into over $47K- Examples of extraordinary returns- How much can you make?Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSVDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Are you walking the tightrope of investing without a safety net? This episode will instill you with the confidence to navigate the ropes of the financial world, starting with debunking the misconception of investing being the same as speculation. Inspired by Warren Buffett's mentor, Benjamin Graham, we'll navigate the difference between the two, and discuss how to transition from speculation to informed investing. You'll learn about the true risks in investing and how to avoid them, ultimately enabling you to take control of your own financial future.Investing doesn't have to be complicated. Let's break this myth together as we explore the straightforward strategies for protecting your investments and the importance of tuning out the media noise. Drawing on the wisdom of Peter Lynch, we'll demonstrate how investing is not rocket science but a skill you can develop. You'll discover the importance of simplicity in investing and identify valuable resources to further improve your investing skills.I cover the following investing myths in this episode:- Investing on your own is risky- Investing on your own it complicated- Investing on your own is time consumingWatch till the end to get 10% off coupon code for Simply Investing.Learn more at: https://www.simplyinvesting.com/Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Muchas personas argumentan que el espacio de las criptomonedas ha avanzado demasiado para incursionar en él, que las únicas personas con un futuro en la industria son aquellas con años de experiencia que cuentan con una serie de habilidades y herramientas altamente especializadas. Para Donovan Jolley, este argumento está lejos de ser la verdad. En este episodio, Donovan comparte con nosotros su trayectoria en el espacio, desde escuchar sobre Bitcoin por primera vez, hasta tomar la decisión de ayudar a miles de personas a entender los fundamentos de este mercado a través de la creación de excelente contenido. Enlaces de interés: * DIY Investing (⁠⁠⁠YouTube Channel⁠⁠⁠) * ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Criptomonedas.do⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Sitio Oficial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | YouTube) *⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Criptomonedas Latam (Comunidad de Telegram)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blockchain RD (Dev. Community en Discord).⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * ⁠⁠⁠⁠⁠⁠⁠⁠⁠La Cripto Uni con Javier Suárez⁠⁠⁠⁠⁠⁠⁠⁠⁠ ( ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠) Otros enlaces recomendados * ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Millstonelab.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Todas las ideas expresadas por los hosts de este podcast y la de sus invitados son únicamente sus propias opiniones, y no deben ser tratadas como una inducción a la compra o venta, ni como recomendación a alguna estrategia financiera. Este podcast es solamente para fines informativos y educativos. This Episode is NOT sponsored. --- Support this podcast: https://podcasters.spotify.com/pod/show/criptomonedasdo/support

In this episode, I break down exactly HOW I STARTED INVESTING in Australian property & how I would do it in 2023.    I am super humbled to have an Australian Real Estate Portfolio worth more than $12,000,000 at the age of 33, with ZERO DEBT.    But in a sense it means nothing. Bushy Martin interviews me to understand why. I'm so honoured to be a guest on his Podcast Get Invested.    This becomes a spiritual conversation pretty quickly. The more I flex the more vain I am. So I don't. We talk the truth most property "experts" don't.    I give my most HONEST advice for every new property investor on how they can achieve what I did.  More importantly, millionaire or not, I share with Bushy my insights on how property investors can truly become FINANCIALLY HAPPY.   Full Break-Down Of My Portfolio For Transparency:  https://www.workwithjoshua.com/pk-gupta-net-worth/     Discussion Points: 00:00: Introduction 02:45: My start in property  12:51: My investment strategy 23:55: The developer experience 31:15: Financial freedom 35:30: Moving into education 39:55: Facing challenges 43:22: Learning from experience 54:05: Data-led approach 1:01:55: Property accelerator course 1:05:00: DIY Investing  1:14:42 Buy now or wait? 1:23:33: Conclusion About The Host: Subscribe to Aus Property Mastery with PK for no BS, “straight to the point” property investing strategies and data-driven insights about the Australian housing market - the only property podcast not run by a “Buyers Agent”. You can listen to Aus Property Mastery on Apple Podcasts, Spotify, Google Podcasts, & Stitcher.   PK Gupta is the founder of the Property Investment Accelerator — Australia's #1 Rated And ONLY 100% Independent Real Estate Course & Mentorship Program that helps people achieve passive income through property investing using DATA, WITHOUT wasting months doing "research", spending weekends at inspections OR dropping $10-20k on Buyers Agents each time. Resources: Watch FREE Trainings On Our Website

When managing your own investments, it can be tricky to know what to focus on and what to filter out. Nathan discusses some of the more challenging aspects of DIY investing, such as having realistic growth expectations, knowing when to hold or sell, paying attention to the right market and economic data, and more. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel discuss the how the steam engine and the nation's first monopoly set the stage for the industrial age.Host: Nathan Beauvais EA, CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 5/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

Investing is about buying and selling securities, which is a fancy word for stocks and bonds. This usually happens on the stock exchange, and in this day and age investing has become digital, meaning you can access any large stock exchange through an online trading platform. They come in all shapes and forms, but how to choose the right one for you?In this solo episode, Sofiia shares her own experience making a switch from one investing platform to the other, the three major types of platforms available today, its pros and cons.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're talking about today01:09 Why investing is your best friend01:52 What is a stock exchange?02:56 Three major platform types available to you05:49 Pros & cons of traditional brokerages07:59 Pros & cons of robo-advisory platforms10:39 Pros & cons of DIY platforms12:49 One insight to leave you withSupport the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads

DIY algo trading has become very popular in the past decade. Especially as more and more individual investors take on the brave task of managing their own assets, you might be wondering what is the best algo trading strategy. The answer to that is what I'm going to focus on in this video.  All of our portfolio managers utilize the algo data in ways that support their individually unique approach to investing in the stock market. In this video I'm going to cover the best algo trading strategy for 2023 that will help you increase your wealth. When you know this 3-pronged approach you'll have a whole new idea about how to make money using algorithmic trading.This means that you really need to know what type of investor you are, how to interpret the information that algos generate (and what it means about the risk/reward ratio for every trade), and then how to incorporate algorithmic information to drive your trading decisions so that they maximize the potential of your assets. That might sound like a lot of theory, but I'm going to illustrate the ideas with real-world examples from the ARMR live trading desk this week so that you can see the principles in action.  DISCLAIMER: All of ARMRreport, our trades, strategies, and news coverage are based on our opinions alone and are only for educational purposes. You should not take any of this information as guidance for buying or selling any type of investment or security. I am only sharing my biased opinion based off of speculation and personal experience. An individual trader's/investor's results may not be typical and may vary from person to person. It is important to keep in mind that there are risks associated with investing in the stock market and that one can lose all of their investment. Thus, trades/investments should not be based on the opinions of others but by your own research and due diligence.

I always jump at the chance to interview an expert in DIY investing for the podcast and this week I have someone who's been working in the investment industry for decades! Peter McMurtry is an author and financial writer, whose recent book Own Your Financial Future: Take Charge of Your Investments is sure to pique your interest if you're wanting to take a more self-directed approach to your investment portfolios. Peter McMurtry has been involved in the investment industry for over 30 years and his experience includes almost every aspect of the industry. He's currently a financial writer and has a Chartered Financial Analyst designation (CFA®). He's also previously been a portfolio manager and has been involved in financial planning and sales. In his new book, Own Your Financial Future, he guides budding investors to manage their own investments without the use of an advisor. Peter also shares how his newsletter, The McMurtry Investment Report, helps to empower his readers to make their own investment decisions, on top of what to know about fees, how to pick and research stocks, and how to have a balanced portfolio. For full episode show notes visit: https://jessicamoorhouse.com/363

Trey Henninger is an ultra-concentrated microcap investor. He is an engineer who saves & invests his personal funds. He blogs about his personal portfolio and investing concepts for DIY investors.He hunts for ideas in the micro and nano-cap segment of the market where there is less competition. His typical hunting ground is companies below a $50 million market cap. He runs an extremely concentrated portfolio of only 5 names.It's worth noting that microcaps carry significant risk and require intensive security analysis. As always, this substack is not advice and you should always do your homework before making any investment.This was a great conversation and I hope you enjoy it!Links* Trey's substack, DIY Investing.* Trey's YouTube channel.* Trey's Twitter feed.DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

In this episode we answer emails from Alexi (a/k/a "the Dude"), Matt and Daniel.  We talk about Alexi's Dragon-style portfolio experiments (and provide links), market orders vs. limit orders and miscellaneous trading advice, and the evolution of DIY investing with ETFs and other funds since 2011.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.  Additional links:Alexi's Dragon-style portfolios:  Alexi's Portfolio Asset Allocation (portfoliovisualizer.com)Alexi's Dragon-style portfolios with longer data-set funds:  Alexi's Portfolio Asset Allocation (Proxy Funds) (portfoliovisualizer.com)Support the show

Ellen Roseman speaks with Hamish Khamiza, President and CEO of SparxTrading, an online media company which publishes digital investment content for DIY investors.  They chat about online investing, online brokerages, dividend re-investing and upcoming trends.

Bob and Shawn delve into the investing realm to discuss why investing isn't something that you should just DIY. This episode is super important for anyone who has ever thought about investing on their own. Investing correctly involves time, tools, and expertise. You really might be surprised at the flaws of DIY investing, and why it is not something that we recommend you do solo! Christian Financial Advisors has the tools to help you with an investment portfolio, and these tools come at a price of both money and time. Think of how many things in your life you normally wouldn't attempt to do-it-yourself: fixing household appliances, car maintenance, roofing, etc. You call a professional! These same conditions also apply to investing. Find out why you should stick to a professional, fiduciary based financial advisor when it comes to your investment portfolio.

Are your gold and silver investments not holding up like you thought they would? Brian and Alex talk about the steady value of the U.S. dollar and what it means to have a fiat currency. The stock market is looking less than beautiful, but does it really mean your investments have lost money? Alex explains realized vs. unrealized gains and losses. Finally, when it comes to investing, is it something you're willing to do on your own or are you better off paying someone to take that risk for you?   Hosts: Brian Wiley, Financial Advisor Alexandra Lundgren AIF®, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Patrick is the Co-founder and former CEO of Aperio Group, an investment firm with an astounding $44B assets under management by over 10,600+ investors. They were acquired by BlackRock, the world's largest asset manager, for $1.05B in 2020. Patrick has worked in the financial industry for 40+ years and is one of investing's good guys. Patrick is also the author of ""Transparent Investing"", a book that combines three themes, how the brain is wired to lead us to make poor investment choices, how the financial industry can prey on our poor judgment, and how to decide whether to hire an advisor or try to build a portfolio yourself. Patrick's work and investing expertise has been featured in The New York Times, The Chicago Tribune, The San Francisco Chronicle, Money Magazine, The Journal of Investment Management, and Financial Analysts Journal, among others. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 02:34) Opening Segment - Patrick is being introduced as the guest Host - Patrick shares something interesting about himself (02:34 - 24:19) Signs you're qualified for DIY investing -Patrick shares How the investing world actually works -And what the investing sharks hope you never figure out -Patrick talks about the Signs that you're qualified for DIY investing -He also shares why you shouldn't be as intimidated by investing as you think -Patrick talks about How your brain is hazardous to your wealth -And he also shares Why women are better investors than men (24:19 - 33:27) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs

What do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully. For more information and show notes visit: https://bwmplanning.com/episode33 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/ Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

Look up “how to retire early” online and you'll see some common prescriptions. You'll hear investors talk about rental properties and index funds more than other options. This is for good reason since even as real estate investors there are ways we can go beyond the scope of buying rentals to amplify our wealth and set ourselves up for early retirement. This is also the exact question that one of our guests asks on this episode of Seeing Greene.If you've ever wondered what you should do with your rental property profits after you've paid all your bills, whether or not to flip homes in 2022's housing market, or simply how to get less nervous on the phone, then you're in the right place. David Greene, host of The BiggerPockets Real Estate Podcast, runs through a series of different Q&A style submissions from new investors, experienced investors, real estate agents, and everyone in between.Want to ask David a question? If so, submit your question here so David can answer it on the next episode of Seeing Greene. Hop on the BiggerPockets forums and ask other investors their take, or follow David on Instagram to see when he's going live so you can hop on a live Q&A and get your question answered on the spot!In This Episode We Cover:How to estimate rents on a potential income property and which room count brings in the most moneyHow to find an investor-friendly agent who will give you the local contacts you needWhether to sell a rental property or keep it and cash-on-cash return vs return on equityLive in flips and why flipping houses has gotten so much harder in 2022Turnkey rental companies and whether or not to use one when investing from abroadHow to retire earlier by “amplifying” your rental property's cash flowAnd So Much More!Links from the ShowBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastGet Your Ticket for BPCon 2022David's YouTube ChannelAsk David Your Real Estate Investing QuestionListen to All Your Favorite BiggerPockets Podcasts in One PlaceEstimate Rent Easily with The BiggerPockets Rent EstimatorFind an Investor-Friendly Agent Near YouHow to Retire Early (From Someone Who Did at Age 27)David's BiggerPockets ProfileDavid's InstagramBooks Mentioned in the Show SKILL by David GreeneClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-630Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today we're going to talk about the main differences between using a done-for you investing service vs. going the DIY route--including what to expect, how to decide which strategy is right for you, and the pros and cons of each investing type. Investing with a full-service company vs. doing it yourself are two very different experiences. I've done both, so I feel confident sharing my opinions.. there's a lot to consider when it comes to your resources, involvement, personality type, and what kind of experience you want to have. And let's be clear, there's no right or wrong choice. It just depends on what you want out of the experience. Click play to hear more!

The Nomad on FIRE Podcast | with Nick McCullum | Episode #57 ShownotesGuest BioNick McCullum is the Director of Growth for Passiv. In this exciting episode, we cover a wide range of topics including- Nick's personal investment strategy, real estate investing, what is Passiv and how they can help DIY investors, daily habits for lifestyle optimization, and much more!Links MentionedPassivBigger PocketsOura RingFreeze SleeveEight Sleep Pod Pro CoverLeadville 100Show NotesNick McCullum's background 01:15What is Nick's personal investment strategy? 04:04Nick shares his experience with real estate investing 06:00"You will learn more in one month of owning real estate than you will in one year of reading about real estate" 07:20How did Nick get involved with Passiv 17:00What is Passiv and what problem do they solve? 18:00Outlook on the future for the next year 28:15Nick's daily habits for lifestyle optimization 32:00SleepExerciseNo Zero Days- Shawn Wang ArticleConnect with Nicknick.mccullum@passiv.comConnect with Eric on social media or at Nomad on FIRE and check out the Nomad on FIRE Recommendations!Shownotes may contain affiliate links of products and services that we use and recommend at no additional cost to you. Please read my Disclosure for more information.