Podcasts about diy investing

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. 

This week, Paul & William break down the main ways that people can access financial services/advice.They try to provide an unbiased view and discuss the benefits and drawbacks of each service.The objective is to give you a clearer idea of which service is the best fit for you and your unique situation.Connect With Paul & William:Click here to book a call with PaulClick here to book a call with WilliamConnect with Paul on LinkedinConnect with William on LinkedinFollow William on TwitterRead Paul's blogRead William's blogThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

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!

New episode releases every Monday, Wednesday and Friday. Contact for availing our services on Mutual funds investment advisory, Stocks selection advisory, Personal finance, retirement planning & crypto investing: Email: freewithfinance@gmail.com Whatsapp : + 91 7058248602 , Click here to send a Whatsapp message Click hereto send me a voice message (Questions, Opinions, Feedbacks) & I will include it in my next episode. You can have a look at my paid course on Trading in the Stock Markets using technical analysis by clicking here Interested? Claim your 50% discount by writing to freewithfinance@gmail.com and giving a shout out to our Podcast. Hindi Podcast(crypto, personal finance, career & entrepreneurship) Hindi Youtube Channel(Stocks Technical Analysis) English Youtube Channel (Crypto, personal finance & much more) --- Send in a voice message: https://anchor.fm/aniket-choudhari/message

On this episode, Brent Allcock (Stewart Group Wellington) calls in to chat DIY investment, and how putting off talking to the professionals can lead to a headache (or a toothache, as the case may be). Topics include the importance of independent advice for your financial future, the difference between speculation and investment, and market peaks and troughs.Read the article:https://www.stewartgroup.co.nz/we-love-to-write/2021/12/10/the-downsides-of-diy-investingBrent Allcock is a Financial Adviser at Stewart Group, a CEFEX certified financial planning and advisory firm based in Hawke's Bay and Wellington NZ. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

Having trust in the person who's advising you on your financial investments is crucial. Our guest on this episode, Tim Nash, founder of Good Investing, says the key to building that trust is transparency. You'll find that Tim's method of using transparency to build trust isn't only beneficial in the financial investing world, but also when investing in the people you work with. Learn more about Tim and Good Investing at www.goodinvesting.com.

Johann Rossouw – Certified Financial Planner, Fiscal Private Client Services

Kirk and Paul share the difficulties that come along with Do-It-Yourself investing.

For this episode of the Planet MicroCap Podcast, I spoke with Trey Henninger. He is the Host of the DIY Investing Podcast, and as a fellow MicroCap-per in the trenches, we talk about a wide range of topics that permeate our landscape, for example, why MicroCap is still not mainstream and the recent Dark Stock amendment. Trey and I then dig into his investment approach which boils down to three prongs: Quality, Value and Management - sounds simple, and it is, but I thoroughly enjoyed learning how he explains his process. For more information about the DIY Investing Podcast and DIY Investing, please visit: https://www.diyinvesting.org/ You can Follow Trey Henninger on Twitter @TreyHenninger: https://twitter.com/TreyHenninger Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

In this week's episode of Cheques & Balances, James Blair and Michael Vincent discuss the five D's of DIY investing, world investor week, and tips of a 'do it yourself' investment strategy.The content in this podcast are the opinions of the hosts. It should not be treated as financial advice. It is important you take into consideration your own personal situation and goals before making any financial decisions. Hosted on Acast. See acast.com/privacy for more information.

Is there ever a right time to seek financial advice, and does DIY investing completely undermine the financial services profession? In this episode, we discuss the pros and cons of seeking financial advice and the DIY investing strategy. The Art of Money Savinghttps://www.theartofmoneysaving.com/Freetrade Free Sharehttps://magic.freetrade.io/join/joshu...You'll need to sign up using the link and make a deposit to get the free share.Patreonhttps://www.patreon.com/theartofmoneysavingAndy Hart Podcasthttps://www.mavenadviser.com/podcast-151A Little Bit Of Knowledge Podcast Episodehttps://www.mavenadviser.com/podcast4/little-knowledgeMeaningful Money Pete Matthewhttps://meaningfulmoney.tv/mmpodcast/

DIY investing has had a splashy year, but it might not be right for everyone. To start this episode, Sean Pyles and Liz Weston talk about DIY investing — what it is, how it works and potential risks. Then, you sent us your money questions, and we're answering them — back to back to back. In this episode, Sean and Liz take on a number of your questions in another lightning round. They give you their take on questions like how to increase your salary throughout your career, whether you can have too many credit cards and how to manage your credit score. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com.

DIY investing has had a splashy year, but it might not be right for everyone. To start this episode, Sean Pyles and Liz Weston talk about DIY investing — what it is, how it works and potential risks. Then, you sent us your money questions, and we're answering them — back to back to back. In this episode, Sean and Liz take on a number of your questions in another lightning round. They give you their take on questions like how to increase your salary throughout your career, whether you can have too many credit cards and how to manage your credit score. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com.

Welcome to the Race, Culture, and Beyond podcast! On the ninth episode of the series, we are joined by Angela Matthews. Angela is a DIY investment coach and strategist. As the founder of The Happy Investor Method, her goal is to make investing accessible and fun for all. As an experienced investor and investment trainer, she's conducted workshops, seminars, and one-on-one coaching with thousands of individuals and businesses. Angela's mission is to help powerful people experience powerful wealth. As a first-generation investor, she has learned to invest successfully, and her investments have allowed her to travel all over the world (45 countries and counting), take care of her parents, pay for her wedding, and purchase her first home, all while planting the seeds for her trust fund babies.    In today's conversation, we will be speaking about the following: The Tulsa Massacre, visiting Black Wall Street, and the loss of generational wealth  How can we invest in a happy way? What keys are there to investing when you think you're not cut out for it? Why investing is something you can do and how rewarding it feels. Angela's relationship with investment and how she got into it. A quick step-by-step to start investing, including how you can get emotionally prepared for it. How Angela helps others by investing.    For more information on Angela's business The Happy Investor Method, visit www.happyinvestormethod.com   Thank you for listening to the show. It is such an honor to have these conversations with you. They are necessary and needed, and we are here to do the work.  For access to ALL the resources mentioned, sign up for the “resource roundup” at sagebhobbs.com/nc-podcast.    The (short & awesome) newsletter will also keep you in the loop on the latest episodes, and other opportunities.    Let's connect: Like what you hear? Please subscribe to Naked Conversations on Apple Podcasts. Or Stitcher. Or Google Play. Or any of the following – Overcast, Blubbry, TuneIn Radio, Player.fm. For (much appreciated) gold stars: Leave a rating + review! Just a few short words will help more folks find the show and be a part of this conversation. Thank you!  Also, please send a DM on Instagram to @sagebhobbs or @ericayhoward to let us know what you love about the show, what topics you'd like to hear covered, or your dream interviewee.

Expertise, Energy and Time – they are three elements you need if you are going to successfully do your own direct investing. If you are interested enough to dedicate time to  directly investing your own money, then first you need to invest your time and energy in acquiring the expertise. In this episode, I talk about where to start and suggest three types of portfolios to have. I also explore how to evaluate if doing it yourself is adding enough value to be worthwhile.---Check out my free course to help you take control of your money, to stress less, save more and afford a life that lights you up!For my free course visit www.MattHern.com.au and follow FB @matthern, LinkedIn @matthern IG @matthern_moneyguide

S04E04. Brendan Lee Young, CEO and co-found of Passiv, and I chat about starting up the company, building a better product, enabling users to level up their finances, the future of wealth management and more! Show Notes https://www.missfindependentpod.com/show-notes/ Sign up or learn more about Passiv below: https://passiv.com?ref=MKDDJUNASG --- Sign up and get $10 to trade on Wealthsimple Trade https://my.wealthsimple.com/app/public/trade-referral-signup?code=MH07DW Sign up for no-fee banking with Tangerine or EQ using my referral code! Tangerine - new accounts get 2.5% interest (first 5 months), use my Orange key: 40411403S1 https://tangerine.ca EQ Bank - all accounts get 1.25% interest: https://join.eqbank.ca?code=GLORIA1867 Thanks so much for tuning in! -- Disclaimer - Miss Findependent is sharing perspectives on personal finance for educational purposes. It may not apply directly to your individual situation. I'm not a licensed financial advisor and it's a good idea to consult with one before making any serious financial decisions. References to products, offers, and rates from third parties often change, please double check on the third party website to get the most up to date info. --- Send in a voice message: https://anchor.fm/missfindependent/message

DIY Investing with Jackson Brailean, Wealth Advisor with Assante Wealth Management. In today's day and age, it has never been easier or more cost-effective to do DIY investing. On today's show, we want to give you a toolkit with all the basics that you need to start investing on your own. Listen as Tim and Jules interview Will and Jackson on a variety of topics, including: -What is the difference between an ETF and a mutual fund? -What is an index fund? -What role should cryptocurrency play in your portfolio? -What are some indicators to look at when evaluating an ETF or a mutual fund? -What are value stocks? If investing is something that's always been scary for you, this episode should help calm your nerves a little. Remember, the best time to start investing is yesterday; the second best time is today. We interview guests all the time who share their financial stories. If you're looking for more financial real life stories, we post episodes every Wednesday. If YOU have a story you would like to share with us please email us at financialclassroom@gmail.com  It would also help us out a lot if you subscribe and leave a review on our various podcast platforms! EQ bank is offering 1.25% interest on their savings account! A great place to keep that emergency fund so that it grows WITH inflation! To sign up click on this link: https://api.fintelconnect.com/t/l/5fff1c608284ff001db5f305

In this episode we pick up where we left off after Canadian ETF’s and discuss our US and International ETF picks. We drink some 88 Brewing, ‘Ring Pop Double Dry Hopped Hazy IPA’ purchased by Jeremy. We discuss the reasons we have picked the ETF’s that we hold and the...

We interview special guest Codey Boers, a Wealth Advisor with Scotia Wealth Management. What are the pros and cons of doing your own investing, versus working with a professional? We cover pitfalls to avoid, trigger events that affect investment planning, how older and younger investors differ in their needs and outlook, and much more! Reach Codey at codey.boers@scotiawealth.com

Nick is the director of growth for Passiv, which helps to make investing easier so people are put onto a path of building wealth in a simpler way. The co-founder of Passiv created this platform because he was managing multiple investment accounts using spreadsheets and budgeting which took up a ton of his time and was too hands on. To download Passiv and get onto the path of building your own wealth, visit www.Passiv.com.

Are you looking for cash flow, but don’t want the hassle of being a landlord? Do you think owning an investment property is out of your reach? In this episode we discuss investing in the Hassle Free Landlord program with Epic Alliance. Eunice from Victoria joins us to discuss her...

Join Eric Schleien with today's interview guest, Trey Henninger, as they talk about Entercom, Northfield Precision, and the new SEC rule that impacts dark companies and small businesses. By taking a close look at the outcomes and probabilities close to ETC and the merger made with CBS Radio, he explains what Entercom holds for the next 12-18 months and tells us the technicalities on why he thinks owning shares from the company can still end up positively. Summary In this episode, Trey will also be getting into all the old news, the expected, and the good with Northfield Precision Instrument Corp. Listen as he discusses the company's performance during the pandemic, their ROI report, and how NFPC will seemingly be affected by the new SEC rule that targets dark companies. For Trey, once the new regulation comes into effect in the following months or years, going expert or grey may become an option to be considered for Northfield. Going in further on the upcoming SEC rule, tune in as Trey explains what the regulation aims to do, what it requires from business entities, how it can backfire, and what it means to trade without a quoted price –a scenario that may just mean good deals for experts. For him, there are always as many opportunities in matters like these as there are risks in every leverage.   About Trey Henninger: Trey Henninger runs the blog and podcast DIY Investing. Trey is a private value investor focused on microcap and dark stocks in the United States. His focus is on high-quality companies with predictable, durable earnings where management has skin-in-the-game. Trey runs a concentrated portfolio of 5 stocks with a 20% weighting each. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite opportunities have a market cap below $50 million. Website Twitter Email             The DIY Investing Podcast (on all major platforms)   Outline of the episode: [00:42] Entercom Communications – America's #2 Radio Broadcasting Company. [02:18] ETC as a radio company and as a growing digital audio presence. [02:49] The crashing merger of ETC and CBS Radio. [03:46] Binary outcomes and the probabilities for the company now. [06:55] What the debt market is telling about it. [08:03] Covid as an excuse...; The company's ownership. [09:49] A business with no assets, basically. [13:09] Bad as expected – Northfield Precision [15:54] What SEC Rule is, not retail investor-friendly. [16:40] How the new regulation can backfire – a theory! [18:25] What it means to not get quoted a price… [19:45] Anytime you have leverage, there's risk and also lots of opportunities.   Resources: CBS Radio and Entercom merger Follow and subscribe to the new, The Eric Schleien Podcast:   About Eric Schleien: Over the past decade, Eric has trained thousands of individuals, including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA.   Help Out The Podcast: If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!       You can subscribe to the podcast on the following platforms: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube   CONTACT ERIC SCHLEIEN: Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram Email: intelligentInvesting@gmail.com

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.

Get great investment coaches from pilot fish to lead away from the sharks. Many newly retired folk think it's smart to do their own investing. However, DIY Investing can easily become overwhelming. How do you separate what's hype and what is not with investment advice? Ann Babiarz shares her latest project, PilotFish Traders Toolbox.

Passive investing is becoming more and more common, but what does this mean for the average investor? This week we sit down with Nick McCullum from Passiv, a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy at their online broker.Nick is a strong believer in financial education to empower investors. He also gives us his opinion on where robo and the industry is heading. Stay tuned 'till the end for Dani and Ned's movie/series recommendations!Learn more about Passiv: https://passiv.com/

In this episode I speak with the president of BMO InvestorLine, Silvio Stroescu, to get his response to the long wait times for clients calling in for customer service that all discount brokerages seem to be experiencing. Silvio provides some shocking numbers showing the absolute explosion in new account openings and trading activity. Year-over-Year increases in trading activity have reached +200% in some recent months. The first nine days of 2021, which is really only five trading days, saw more transactions than all of January 2020.Why the surge? And what are they doing to reduce wait times. Silvio candidly answers these questions and more.

It’s no exaggeration that before we bought our house, we looked at least thirty houses. Yes, the housing market was competitive, but we looked at all kinds of houses then we finally began narrowing our needs and desires down. Finally, after months of deliberation and prayer, we bought our house. We spent copious amounts of time on our house buying decision and we should have. It’s one of the largest financial decisions most of us make. But then many of us work 25 to 40 years saving for retirement. We faithfully put away money. Often times we make sacrifices so that we can live more comfortably in retirement. Some of us accumulate $250,000, some of us $500,000, and some of us are fortunate enough to accumulate over a million dollars or more. After working all those years for some of us our savings surpasses the value of our homes. Positioning our money properly and allowing a financial plan to dictate how our money is invested is as important of a decision as which house we are going to live in. Whoever you decide to entrust to help you with your planning, we recommend you have a professional develop a financial roadmap that dictates which investments you use and how your money is allocated. This will help you avoid pitfalls and investing in things that don’t ultimately get you to your end goal. Most people’s end goal is that they don’t want to run out of money, they want to grow their money, and maybe leave some to their kids if they have them. These things are all achievable with a well thought out financial plan that is customized to your specific needs. When you’re ready to get started building your plan, schedule a 15-minute call with me by clicking here. On this call I’ll answer any questions you may have and discuss a starting game plan. David C. Treece, Financial Advisor 864.641.7955Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.

Should you or should you not DIY your investing? In this episode Eric and Matt cover: The emotional cycle of investing Psychological biases Investing discipline When to seek professional help

Are cryptocurrencies a giant conspiracy to force everyone onto a one-world currency for the New World Order? You don't want to miss this week's episode of Internet Girl. DIY Investing shows up to discuss with the internet's favorite I-Girl, Brittany Venti, to discuss Crypto's intricacies, history, and some hot tips and advice.For more information, go to BrittanyVenti.com!Support the show (https://www.patreon.com/BrittanyVenti)

We talk to Lucy Becker from IIROC about whether DIY investing is the right thing for you. Connect with Lucy on Twitter and Facebook

Saurabh Mittal, CFP speaks on Radio 98.3 FM with Hrishi Kay. They talk about personal finances. The topics covered are the pain points of investors. Their conversations are description of the problem and finally the recommendations by Saurabh Mittal on how that can be resolved. The target group of this podcasts are those who manage their money and want to plan for their future financial goals.

In this episode, we discuss the dangers of DIY investing and how important it is to start from a place of knowledge and a clear goal https://www.patreon.com/bePatron?u=32041345 (Support the podcast) CONNECT WITH ME https://www.instagram.com/conversationofmoney/ (Instagram) I https://www.youtube.com/channel/UChG3TKNbIc7PzOqd2S31RdA? (Youtube) I https://www.facebook.com/theconversationofmoneypodcast (Facebook)

Andrew Hallam, the author of Millionaire Teacher and Millionaire Expat, is famous for building up a million-dollar portfolio of low-cost stock and bond index funds on a teacher’s salary. Since retiring from his profession in Singapore in 2014, the personal finance author now blogs about his experiences and delivers talks to investors across the globe. What’s unique about Mr Hallam’s method is that he shows investors how to manage their own money or how to find a suitable financial adviser who won’t charge ridiculous fees. With many investors keen to enter the markets following the crash and partial recovery during the pandemic, Mr Hallam’s strategy is simple: first build a globally diversified portfolio of low-cost index exchange traded funds, second invest regularly without speculating and third increase the amount you invest over time as your salary increases. So what do novice investors need to put in place to start their DIY investment journey? And how much attention should they pay to the current volatility in the markets amid Covid-19? Here, Mr Hallam joins podcast host Alice Haine, the personal finance editor of The National, to share his investment journey and explain how others can follow his lead.

We have a myriad of questions to answer on this episode from listeners. From retiring early to having way too much invested in company stock, we'll cover a lot of ground. Show Notes & Info: Fleming FG Website: https://www.flemingfg.com/ Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k Call: (843) 475-3038

Mental Models discussed in this podcast: Margin of Safety Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY Investing Support the Podcast on Patreon This is a podcast supported by listeners like you. If you'd like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline The full show notes for this episode are available at https://www.diyinvesting.org/Episode54 What is a quality business? (Classification Guide) What is a quality business?  One thing above all else determines whether a business is "high quality." That is predictability. A high-quality business is predictable in terms of future cash flows available to owners. This definition may differ from others you have heard that focus purely on return on invested capital or other quantitative metrics. The reason is simple: The hardest part of investing is predicting the future. Therefore, you should prioritize investing in companies that are easiest for you to predict their future.  A quality pyramid of 7 tiers. Each progressively smaller than the tier before it Tier 0 - Too Hard Pile Tier 1 - Speculations Tier 2 - Bad Businesses Tier 3 - Average Businesses The above tiers are the bulk of companies. If you are rating companies and most of your ratings fall outside of those tiers, then you are either rating companies wrong or you are already narrowed down into a select group of companies. [Buy Line] Tier 4 - High-Quality Businesses  Tier 5 - Excellent Quality Businesses  Tier 6 - Generational Businesses Business Quality Reports: Patrons (or Premium Members of DIY Investing) receive free access to my personal investing research and all of the business quality reports that I create. If you're interested in learning more, you can read all about the premium membership here.  Every listener of this podcast can read this free sample report on Disney. Summary: Your goal as an investor it to earn an acceptable return on your investment capital over your investing lifetime. One way to improve the odds of achieving this goal is to classify the companies you research into quality tiers. By always beginning your research with a quality classification, you can limit investing mistakes and maximize your margin of safety during the quantitative part of the investing process

In this episode, we are once again joined by property investor and leadership coach, Di Foster. Here, Di compares DIY investing (going at it alone) with using an expert property investment coach. Although Di has quite the personality, she talks about how she and her husband weren't the sorts of people who would go out and buy a house on their own and get it rented. However, Di talks about some of her friends and colleagues who DIY quite happily.

Should you follow a DIY yourself approach to investing or not? In this episode of the UniMoney podcast, your hosts Nithin and Shweta discuss the role of online robo-advisory platforms and how having a financial advisor can help you get your money house in order. Music from https://filmmusic.io "Funkorama" by Kevin MacLeod (https://incompetech.com) License: CC BY (http://creativecommons.org/licenses/b...)

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!Important legal disclosure: http://bit.ly/2DC250b 

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. On this week's show Damien talks about the personal pension allowance and how it is tapered for higher earners.  Damien also talks about insurance and reveals how you can check the quality rating of the policy you are buying. Finally, Damien reveals the most costly mistakes made by DIY investors Damien's Money MOT - Take yours today 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service Pension Calculator Millennial Money

Paul addresses questions raised during his recent presentations to more than 200 AAII members in Madison and Milwaukee. Also, he recounts an exciting meeting with 2 young women (ages 13 and 15) and their parents who announced the start of their daughters' lifetime investment journey modeled after How To Turn $3000 …

Why Patreon? The DIY Investing membership site is hosted on DIYInvesting.org with Patreon used as the payment processor and platform partner.  Members are offered exclusive access to investing research and educational resources on how to be a better investor.  Patreon allows me to carefully curate this insider content for each individual member of our community.  Exclusive Community Member Benefits The public facing content of DIY Investing is focused on providing general purpose investing insight and personal finance education to the masses.  In contrast, your membership will offer you exclusive behind-the-scenes access to my personal investing process.  As you increase your contribution/membership level you will gain an increasingly inside look at the investment research that I perform on weekly basis. All of the benefits provided here are meant to save you time and help you earn more money from your investing.  You'll be gaining access to my personal notes, fundamental analysis, and valuation on companies.  Member Benefits Include: Company Quality Analysis Spreadsheet Individual Company Quality Reports Company Intrinsic Value Spreadsheet with Buy/Hold/Sell Ratings "Insider Access" to my Personal Investment Portfolio and Company Holdings Small-Cap Stock Research - My personal notes and fundamental analysis Micro-Cap Stock Research - My personal notes and fundamental analysis "Buy Thesis" reports on each and every company that I currently own and purchase in the future Short-Term Investment Alerts - Updates when I make changes to my personal portfolio Review Full Details at Patreon.com Join our Investing Community Today!

John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/

Does “Do It Yourself” Investing really work? Can the average American, who is not schooled in finance, really do it themselves? Can a human kiosk replace financial advisors in the future? Listen to this podcast and discover some realities about the current financial planning and investment landscapes from the Investor Coach, Paul Nichols and host […] The post DIY…Investing? appeared first on Financial Abundance.

The Impossible burger is proof that meatless/vegetarian options have come a long, long way; The financial adviser crowd wants you to think that investing is hard. Clark discusses how to go it alone with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Quoth the Raven joins Mike Taylor of Behind the Idea to talk about his thesis on gold, a topic that can often leave cash flow focused investors scratching their heads. While Mike and Quoth don't agree on everything, they do discuss two key points - the importance of an independent and skeptical perspective in investing, and the risk of becoming too proud of your thinking. The podcast also covers QTR's background as an investor and how he developed his unique perspective, as well as how he maintains to this Learn more about your ad choices. Visit megaphone.fm/adchoices

I chat with Questrade CEO and founder Edward Kholodenko about DIY investing, how to get started and why fees can affect your bottom line. Long description: DIY investing is becoming more and more popular, and it’s easy to see why. It puts the investor in the driver’s seat, having full control of what they’re investing in, and plus it doesn’t hurt that you can save a ton in fees.  In this episode, I chat with Edward Kholodenko, CEO and founder of Questrade, one of Canada’s leading discount brokerages. He shares his story of immigrating to Canada and starting Questrade from the ground up, and why he’s so passionate about empowering investors and educating them on how to do it themselves. You know the say, there’s no one that cares more about your money than you do. And that’s a big reason why I think DIY investing in index funds and ETFs is becoming more normal amongst millennials. We want to feel in control of our financial futures and we don’t want to just hand our money off to an investment broker and hope for the best. We want to know what’s going on so we can make sure we’re growing our money to it’s full potential. And the most common way to DIY invest is to use a discount brokerage, follow an investment plan like the model portfolios shared on the Canadian Couch Potato’s site or The Sustainable Economist’s site, and rebalance accordingly. To get you started, below are some helpful resources to continue your investing education. Helpful Resources Practical Index Investing for Canadians Online Course by John Robertson The Intelligent Investor by Benjamin Graham Millionaire Teacher by Andrew Hallam Full full episode show notes visit: https://jessicamoorhouse.com/122

Today's show introduces you to Eric and Wendy Nissan who created a startup called DIY.Fund in response to their passion of helping individuals gain access to the same investing tools that big hedge funds use. Having worked in the financial investing world for many years, Eric and Wendy knew there was an opportunity to create an online solution that gave individual investors the same potential to experience higher long term gains as those who were 'in the business'. The post AALP 133 – DIY Investing with Eric and Wendy Nissan appeared first on Wealth Clinic.

Eric and Wendy Nissan know what it’s like to be on both sides of the market: As both professional and as investors. Today they share tools, strategies, and things the pros use that the average investor doesn’t. We also discuss Read more › The post MTI117: DIY Investing vs the Pros, with Eric and Wendy Nissan appeared first on Money Tree Investing Podcast.

The Potato is Back in Town There are many books, guides, blogs, text messages, and ancient manuscripts written on the fundamentals of DIY Investing, while there is considerably less information circulating about “who” should consider building their own DIY portfolio. So we decided to tackle this head on. Consider it our contribution to the financial conversation in Canada. For full show notes please visit: http://www.becausemoney.ca/s2-ep4-who-should-diy-their-portfolio-with-john-robertson/

Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will say or what the market is or is not pricing in. We have a new podcast going live every week, The Fat Wallet Show. In it Just One Lap CEO Kristia van Heerden, picks a topic and asks questions until she gets an answer. She kicked off with structured products. Momentum portfolio update for the quarter ending May 2016 is here, life time returns below. Momentum portfolio life time returns We Get Mail Daniel Now if research shows that the percentage of fund managers that outperform the index over a 1, 3, 5+ year period get smaller and smaller then, what chance do we as retail investors have of: A) outperforming a fund manager (with CFA's, CA's, research teams) when stock picking; and B) outperforming the index? Esther Please give details on tax and the trader. Kenny I have a discretionary share portfolio in which I occasionally sell a share after keeping it for less than 3 years. I never withdraw money out of my account, but will keep it in cash and wait for a buying opportunity. Will I be held liable for income tax or does income tax only apply when an investor withdraw money out of his share account? Higgo (via twitter) Would you rather sell Discovery (JSE code: DSY) and buy British American Tobacco (JSE code: BTI) or Investec (JSE code: INP/INL)?  JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Barry Choi, from the investing and travel blog Money We Have, and I talk about DIY investing through index funds and using the Couch Potato method. Long episode description:  If you’ve been a reader of my blog throughout these 3 and half years, then you already know that I am by far no expert when it comes to investing. Not for lack of desire, but I guess when it comes to personal finance I just stick to what I’m comfortable with — saving and budgeting. That being said, I know that in order to continue to increase my net worth, I need to do a better job of investing. Right now, I’m justing investing in mutual funds in my RRSP and TFSA, but I definitely want to diversify in the future. That’s where Barry Choi comes in. Barry has been a DIY investor for a number of years and has been writing about his experience on his blog Money We Have as well. Since I really wanted to learn more about his investing strategies, I thought he would be the perfect podcast guest for this episode. We talk about a lot of topics, including how to get started as a DIY investor and how to implement the Couch Potato method of investing, so make sure you check out some of these handy resources Barry mentioned on the show below. As an added bonus, I am also giving away a cop of John Robertson’s investing for beginners book The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing. You may already know John from his blog Holy Potato, but Barry highly praised this book (and gave me a copy to check out), so I’m super pumped to be giving one of you lucky winners a copy too! Resources Barry mentioned: Stop Over-thinking Your Money!: The Five Simple Rules Of Financial Success by Preet Banerjee Wealthing Like Rabbits: An Original Introduction to Personal Finance by Robert Brown The Wealthy Barber Returns by David Chilton Canadian Couch Potato Shownotes: jessicamoorhouse.com/7

This is Money editor Simon Lambert on the best investing Isa platforms to suit different investors and what they cost

This is Money editor Simon Lambert and journalist Marc Shoffman discuss #cold-calling, #diyinvesting, and #pensions with Georgie Frost of Share Radio

Damien Fahy of www.moneytothemasses.com talks to Andy Leeks about money. In this week's episode, Damien announces the launch of his brand new product - The 80-20 Investor Account. Damien explains how you can become a successful armchair investor in minutes, regardless of whether you are experienced or new to investing. It's a double product announcement this week as Andy talks about the launch of his new book 'Minimize Me', where he embarks on a self-imposed challenge to try out 10 diets in order to lose 25 lbs in 50 days. Links to topics discussed in this week's show 80 - 20 Investor Minimize Me - 10 Diets to Lose 25 lbs in 50 Days  

Damien Fahy of www.moneytothemasses.com talks to Andy Leeks about money. In this weeks episode Damien gives his tips on DIY Investing and tells you the secrets the world of finance would rather you didn't know. Damien also reveals how he could very well have unwittingly stolen a child's favourite toy and Andy talks about the joys of commuting.   Links to the topics discussed in the show are below   How to be a DIY investor   10 things the world of finance would rather you didn't know   Ofgem's standard licence conditions 23 and 24