Podcasts about investment strategies

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Best podcasts about investment strategies

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Latest podcast episodes about investment strategies

Jake and Gino Multifamily Investing Entrepreneurs
Give Me 20 Minutes—I'll Tell You If It's a Bad Deal

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 22, 2026 18:29


How do experienced real estate investors know within minutes whether a property is worth pursuing? In this video, Gino Barbaro shares the exact Buy Right, Operate Right, Exit Right framework that has helped evaluate thousands of real estate opportunities. Instead of spending hours analyzing every property, learn how to quickly eliminate bad deals so you can focus on opportunities that actually fit your investing goals. In this video you'll learn: • How to evaluate a real estate deal in about 20 minutes • The Buy Right, Operate Right, Exit Right framework • Why "No deal is better than a bad deal" • Common mistakes new investors make • How to avoid "pencil whipping" your numbers • Why your exit strategy matters before you buy • The importance of operating experience • How professional investors filter opportunities quickly Whether you're investing in multifamily, single-family homes, commercial real estate, or even buying a business, this framework will help you make smarter investment decisions and avoid expensive mistakes. Subscribe for more videos on real estate investing, multifamily investing, wealth building, and financial freedom. We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Women Invest in Real Estate
WIIRE 240: Are You Making the Insurance Mistake That Could Cost You Hundreds of Thousands?

Women Invest in Real Estate

Play Episode Listen Later Jul 20, 2026 40:46


This week, we sit down with Vania Nettleford to unpack every real estate investor's worst nightmare: a devastating house fire and the discovery that her insurance policy didn't actually cover what she thought it did. We walk through how Vania bought her first house hack—a two‑family property with a finished attic in Belleville, New Jersey—and turned it into a profitable mix of long‑term rentals and MTR arbitrage, going from paying the mortgage to getting paid to live there. Then we shift into the moment everything changed: the grease fire, the frantic calls, the damage, the claim process, and the emotional and financial toll of carrying a $3,000/month mortgage with no rental income. Together, we break down: The difference between homeowner and landlord insurance Why correct occupancy and coverage type (ACV vs. replacement) matter How to advocate for yourself with your insurance agent What we, as female real estate investors, can do this week to protect our portfolios We also talk about mindset—why Vania didn't quit real estate, how she leveraged relationships to sell the damaged property, and how to stay in the game when things go horribly wrong.       Resources: Book your spot at WIIRE Summer Camp before it fills up Follow Vania on Instagram See what Vania is up to next Get the deets on Steadily Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

Beer & Money
Episode 362 - The Basics of Investing: From Philosophy to Practice

Beer & Money

Play Episode Listen Later Jul 20, 2026 22:31


On today's episode of Built For Life Not Just Wealth, Alex Collins as he delves into the essentials of investing, covering key topics such as portfolio construction, investment philosophy, risk management, and diversification strategies. This episode is ideal for anyone eager to establish a robust investment foundation and gain confidence in navigating the financial markets.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Episode 286: https://www.builtforlifenotjustwealth.com/episode-286-the-5-principles-of-investing/ Episode 304: https://www.builtforlifenotjustwealth.com/episode-304-what-is-index-investing/ Episode 359: https://www.builtforlifenotjustwealth.com/retirement-isnt-about-assets-its-about-income/ Episode 282: https://www.builtforlifenotjustwealth.com/episode-282-understanding-recovery-rates-in-investing/   #BuiltForLifeNotJustWealth #investing #portfolioconstruction #diversification #riskmanagement #investmentphilosophy #ETFs #stocks #bonds #financialplanning   Key Topics Investment philosophy and beliefs Portfolio construction and diversification Risk management and volatility Market efficiency and information absorption Asset classes: stocks, bonds, real estate, commodities Investment structures: ETFs, mutual funds, individual securities Time horizon and risk tolerance Aligning investments with personal values   Chapters 00:00 Introduction to Investing Basics 01:26 Understanding Investment Philosophy 03:37 Market Efficiency and Investment Strategies 05:39 Portfolio Construction and Diversification 09:00 Risk, Return, and Time Horizon 14:00 Building a Personalized Portfolio 18:12 Conclusion and Resources  

Optimal Finance Daily
3635: Investing, Reduced to Its Core by Paula Pant of Afford Anything on Investment Strategy

Optimal Finance Daily

Play Episode Listen Later Jul 19, 2026 14:21


Get the 200+ Page Optimal Living Daily Workbook (PDF) — Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: ⁠https://oldpodcast.eo.page/join⁠ Discover all of the podcasts in our network, search for specific episodes and learn more at:⁠ OLDPodcast.com⁠. Episode 3635: Paula Pant argues that frugality is only the starting point for building wealth and that true financial freedom comes from investing, owning assets, and increasing your earning power. She breaks down simple investment strategies, from index fund portfolios to real estate and entrepreneurship, showing that growing wealth can be far less complicated than many people assume. Read along with the original article(s) here: https://affordanything.com/investing-broken-down-to-its-ridiculously-simple-core/ Quotes to ponder: "Wealth comes from living below your means." "Frugality is the first step, not the last." "You don't grow wealth by clipping coupons and turning down the thermostat; you grow wealth by starting businesses and investing." Episode references: T.J. Maxx: https://www.tjmaxx.com Dow Jones Industrial Average: https://www.spglobal.com/spdji/en/indices/equity/dow-jones-industrial-average/ Learn more about your ad choices. Visit megaphone.fm/adchoices

First Baptist Church, Ponder
7-19-26. "A GUARANTEED INVESTMENT STRATEGY"

First Baptist Church, Ponder

Play Episode Listen Later Jul 19, 2026 44:26


Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3635: Investing, Reduced to Its Core by Paula Pant of Afford Anything on Investment Strategy

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Jul 19, 2026 14:21


Get the 200+ Page Optimal Living Daily Workbook (PDF) — Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: ⁠https://oldpodcast.eo.page/join⁠ Discover all of the podcasts in our network, search for specific episodes and learn more at:⁠ OLDPodcast.com⁠. Episode 3635: Paula Pant argues that frugality is only the starting point for building wealth and that true financial freedom comes from investing, owning assets, and increasing your earning power. She breaks down simple investment strategies, from index fund portfolios to real estate and entrepreneurship, showing that growing wealth can be far less complicated than many people assume. Read along with the original article(s) here: https://affordanything.com/investing-broken-down-to-its-ridiculously-simple-core/ Quotes to ponder: "Wealth comes from living below your means." "Frugality is the first step, not the last." "You don't grow wealth by clipping coupons and turning down the thermostat; you grow wealth by starting businesses and investing." Episode references: T.J. Maxx: https://www.tjmaxx.com Dow Jones Industrial Average: https://www.spglobal.com/spdji/en/indices/equity/dow-jones-industrial-average/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3635: Investing, Reduced to Its Core by Paula Pant of Afford Anything on Investment Strategy

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Jul 19, 2026 14:21


Get the 200+ Page Optimal Living Daily Workbook (PDF) — Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: ⁠https://oldpodcast.eo.page/join⁠ Discover all of the podcasts in our network, search for specific episodes and learn more at:⁠ OLDPodcast.com⁠. Episode 3635: Paula Pant argues that frugality is only the starting point for building wealth and that true financial freedom comes from investing, owning assets, and increasing your earning power. She breaks down simple investment strategies, from index fund portfolios to real estate and entrepreneurship, showing that growing wealth can be far less complicated than many people assume. Read along with the original article(s) here: https://affordanything.com/investing-broken-down-to-its-ridiculously-simple-core/ Quotes to ponder: "Wealth comes from living below your means." "Frugality is the first step, not the last." "You don't grow wealth by clipping coupons and turning down the thermostat; you grow wealth by starting businesses and investing." Episode references: T.J. Maxx: https://www.tjmaxx.com Dow Jones Industrial Average: https://www.spglobal.com/spdji/en/indices/equity/dow-jones-industrial-average/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Watchdog on Wall Street
The dangers of leverage, misused financial engineering, and deceptive investment strategies

Watchdog on Wall Street

Play Episode Listen Later Jul 18, 2026 39:38 Transcription Available


Join Chris Markowski as he cuts through the noise of financial media with bold insights on market dynamics, regulatory pitfalls, and investor pitfalls—arming listeners with knowledge to navigate the complex world of finance and investing.

Japan Real Estate
Buy a Holiday Home in Tokyo, or an Investment Condo in Fukuoka?

Japan Real Estate

Play Episode Listen Later Jul 16, 2026 70:17 Transcription Available


Two back to back conversations with first-time buyers - one looking for a single family holiday home in or around Tokyo - the other for an investment condo in Fukuoka. We break down costs, listings research, due diligence, purchase procedures and post-settlement management options.

The Money Cafe with Kirby and Kohler
Why property investing will never be the same again

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Jul 16, 2026 29:50 Transcription Available


We are only beginning to digest the full impact of the Budget changes for residential property.In short, it will never be the same again. That doesn't mean you can't invest successfully, but it does mean you need to know the new rules. Cameron Kusher of Kusher Consulting joins Associate Editor, James Kirby in this episode. In today's show, we cover: The hunt for yield in residential property Forget the interest-only loan How long-term negatively geared investors will thrive Taking a second look at commercial property See omnystudio.com/listener for privacy information.

Jake and Gino Multifamily Investing Entrepreneurs
Seller Financing Explained: The Strategy That Works in Today's Market

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 15, 2026 23:15


Most real estate investors believe they need more money to buy their next deal. They're wrong. In today's market, the biggest advantage isn't having more capital—it's knowing how to structure creative financing deals. In this video, Gino Barbaro breaks down seller financing, one of the most powerful yet overlooked strategies in real estate investing. You'll learn why seller financing is becoming more relevant as banks tighten lending, how to negotiate win-win deals, and why understanding a seller's motivation can create opportunities other investors miss. Whether you're a beginner investor or already building a portfolio, this strategy can help you acquire properties that traditional financing can't touch. In this video you'll learn: • Why seller financing is thriving in today's market • How to structure seller financing deals • The biggest mistake investors make • The SPY negotiation framework • How to create win-win agreements • Common seller motivations • Risks and rewards for buyers and sellers • Creative financing strategies anyone can learn • How experienced investors solve problems instead of chasing capital The best investors don't simply analyze properties. They understand people. They solve problems. And they know how to create opportunities where everyone else sees obstacles. If you found this video valuable, subscribe for more videos on multifamily investing, creative financing, passive income, wealth building, and real estate entrepreneurship.   Looking to build long-term wealth through multifamily real estate investing? Visit  WHEEL BARROW PROFITS to access educational resources, investment insights, and strategies for creating lasting financial freedom. 

Art of Dental Finance
The Investment Strategy Every Dentist Needs! With Joe Kalinowski, CPA/PFS

Art of Dental Finance

Play Episode Listen Later Jul 15, 2026 55:30


The market is hitting new highs, but that doesn't mean your investment strategy is working. In this episode, Art Wiederman and Joe Kalinowski explain why building wealth as a dentist has far less to do with predicting the next winning stock and far more to do with having the right long term plan.From the strong performance of large cap, small cap, and international markets to the growing impact of AI on investing, Art and Joe break down what's happening in today's market and what it means for dentists. They discuss why chasing returns often leads to poor decisions, how diversification and disciplined portfolio management can help reduce risk, and why your investment strategy should evolve throughout your career. The conversation also explores retirement planning, tax efficient investing, Roth conversions, selling a dental practice, and practical financial decisions that can have a lasting impact on your wealth. Whether you're buying your first practice, growing your investments, or preparing to retire, this episode offers practical guidance to help you make smarter financial decisions.Follow us on our Socials!Instagram: @artofdentalfinanceFacebook: The Art of Dental Finance and ManagementLinkedIn: Art WiedermanTiktok: theartofdentalfinance&mgmtConnect with Joe!Email:Joe@earned.comWebsite:https://www.earned.com/Contacts:877 939 2500. 925 280 5706--------------Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence.Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do.--------------Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow.Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.

Sunlight
Invest for Your Kids: New Trump Accounts Now Available

Sunlight

Play Episode Listen Later Jul 14, 2026 15:38


In this episode of the Sunlight Tax Podcast, I break down the new Trump Accounts, a custodial savings program for children introduced in 2026. I walk through who qualifies, how these accounts work, how to open one, contribution limits, and the tax rules you need to know.I also explore the potential advantages and drawbacks of using a Trump Account as part of a long-term savings strategy, how it compares to other options for investing in a child's future, and what families should consider before contributing. Despite the name, these accounts are a good thing.Also mentioned in today's episode:00:10 Introduction to Trump Accounts and Their Purpose01:28 What is a Trump Account and Its Legislative Background02:52 Eligibility, Bonus Contributions, and Funding Limits04:15 How to Open a Trump Account and the Election Process07:17 Investment Strategies and Allowed Assets in Trump Accounts09:04 How to Use the Trump Accounts and Withdrawal Rules11:48 Who Can Open a Trump Account and Additional Flexibility14:56 Next Steps for Building WealthIf you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.Episode Links:The Sunlight Tax Podcast EP159: My #1 Tip to Make Your Kid a MillionaireGet my Tax Help on SubstackGet your FREE visual guide to tax deductionsOrder my book: Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe

Smart Humans with Slava Rubin
Smart Humans: Percent CEO Prath Reddy on the private credit market, investment strategies, and the U.S.'s economic outlook

Smart Humans with Slava Rubin

Play Episode Listen Later Jul 14, 2026 47:15


Prath Reddy, CFA, serves as the CEO of Percent, where he was instrumental in setting the company's trajectory since its inception. With a solid background in financial services, particularly in investment banking and capital markets, Prath leads the revenue-driving sectors, including Capital Markets, Credit, Compliance, and Business Development, and maintains a Board Observer position.

The Art of Money with Art McPherson
Retirement Success Is Built on Singles and Doubles

The Art of Money with Art McPherson

Play Episode Listen Later Jul 14, 2026 27:14


You don’t need grand slams to build a successful retirement plan. Art McPherson discusses balancing risk and growth, creating reliable income, avoiding retirement planning mistakes, and defining what financial freedom really means before turning your retirement dreams into reality. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Women Invest in Real Estate
WIIRE 239: 10 Reasons Not To Switch Markets When You Feel Like Giving Up

Women Invest in Real Estate

Play Episode Listen Later Jul 13, 2026 35:28


In this episode of the podcast, we get real about a question almost every female real estate investor faces at some point: “Is my market the problem… or am I just early?” We share the story of Jamie, a WIIRE community member who came to us ready to pivot to a new city. After talking through her situation, she didn't switch markets—she wrote an offer on an 8‑unit deal in the very city she was ready to abandon. We unpack exactly why. We walk through: Why quitting a market after 1–3 deals keeps you stuck in “Zillow beginner mode” The power of deep local knowledge—rents, ARVs, school districts, “weird” pockets, and neighborhood vibes you'll never see on Google Maps How long-term relationships with local lenders, realtors, and contractors can lower your costs, strengthen your offers, and get you access to off‑market deals Why consistency (even one deal every year or two) naturally moves you up the “totem pole” with agents, banks, and vendors How community and honest conversations with other women investors can stop you from burning it all down on a hard day If you've ever late‑night Zillow‑searched your way into believing “everyone else just has a better market,” this one's for you.       Resources: Book your spot at WIIRE Summer Camp before it fills up Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

The Health Ranger Report
Bright Videos News, July 10, 2026 - China's Plan to CRUSH Gold and Silver Paper Price Manipulation + Jim Lee Warns on Toxic Jet Fuel Mass Pollution of Our Skies

The Health Ranger Report

Play Episode Listen Later Jul 10, 2026 144:41


Stay informed on current events, visit www.NaturalNews.com  - China's Gold Market and U.S. Treasury Speculation (0:11) - Impact of China's Gold Market Regulations (4:14) - Expansion of Gold Storage in Hong Kong (7:24) - China's Gold Accumulation and Future Plans (16:19) - Potential Impact on Global Gold Markets (20:30) - China's Financial Strategy and Geopolitical Implications (23:20) - Mike Adams' Financial Advice and Investment Strategies (23:36) - Concerns About AI and Tech Stock Bubbles (32:55) - Historical Context of Weather Warfare (44:51) - Challenges in Proving Weather Warfare (58:57) - U.S. Military and Carbon Black Dust (1:12:30) - Florida Legislation and Weather Modification (1:23:26) - Historical Context of Cloud Seeding (1:27:46) - Chemtrails and Jet Fuel Emissions (1:30:22) - Stratospheric Aerosol Injection and Geoengineering (1:38:38) - Jet Fuel Sulfur Content and Environmental Impact (1:42:18) - Technocratic Control and Weather Modification (1:51:32) - Personal Experiences and Observations (1:54:22) - After-Party Discussion and Further Insights (1:54:36) - Promotion of Products and Services (2:10:52) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Real Money Talks
Health and Wealth: You Can't Build One Without the Other

Real Money Talks

Play Episode Listen Later Jul 10, 2026 21:49 Transcription Available


In this episode, Loral Langemeier and Dr. Nick Delgado discuss why health and wealth are built together and not separately. They explain why entrepreneurs think differently about money, why owning businesses creates greater tax advantages, and how investing in your education, your health, and your financial future leads to lasting freedom. From AI investing and alternative investments to wellness and wealth-building strategies, this conversation demonstrates that achieving true health and wealth starts with changing how you think before changing what you do.If you want to create stronger health and wealth, reduce financial stress, and build a life with greater freedom, this episode shares practical insights that connect both sides of the equation.Loral's Takeaways:Health and Wealth Synergy (00:06)Adrenal DMG and Health Benefits (01:28)Collaboration on Health and Wealth (03:47)Entrepreneurial vs. Employee Mindset (05:43)Investment Strategies and AI Tools (07:38)Challenges of Living in High-Tax States (10:06)Private Jets and Business Ownership (12:15)Marijuana Farm and Health Benefits (14:54)Future Plans and Family Involvement (16:11)Meet Dr. Nick Delgado, PhD, MS, CHT, ABAAHPDr. Nick Delgado is a globally recognized health educator, author, and performance expert who has spent decades helping physicians, elite athletes, executives, and health-conscious individuals achieve optimal health and peak performance. An expert in hormonal optimization, nutrition, fitness, emotional wellness, and healthy aging, Dr. Delgado is passionate about empowering people to enhance their vitality, longevity, and quality of life. Through his education, research, and coaching, he helps individuals unlock their full potential in health, relationships, career, and personal achievement.Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

LGIM Talks
415: Are treasuries untethering from the oil price? Market Talk

LGIM Talks

Play Episode Listen Later Jul 9, 2026 24:06


Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the latest developments in the AI story, and whether Chinese equities could replicate the huge gains seen in Korea.This podcast was recorded on 8 July 2026 and is hosted by Harry Brooks.All data is sourced from LSEG as at 7 July 2026 unless otherwise stated.For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

The Best of the Money Show
RInvestment School: Why your investment strategy matters

The Best of the Money Show

Play Episode Listen Later Jul 9, 2026 21:49 Transcription Available


Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital and Erin White, director and Certified Financial Planner® at Crue Invest, about the key questions investors should ask before investing, from defining their financial goals and time horizons to understanding risk, liquidity, tax implications and how an investment strategy fits into a broader financial plan. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Jake and Gino Multifamily Investing Entrepreneurs
99% of Real Estate Investors Ignore These 3 Numbers

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 8, 2026 17:12


Most investors think market crashes are what destroy wealth. They're wrong. The fastest way to lose money in real estate is much simpler: • Underestimating your expenses. • Overestimating your rental income. • Buying without a clear exit strategy. In today's market, disciplined underwriting matters more than ever. Rising insurance costs, increasing property taxes, higher interest rates, and slowing rent growth have changed the rules of investing. If you're still using yesterday's assumptions, you could be setting yourself up for costly mistakes. In this episode, Gino Barbaro explains the three numbers every real estate investor should analyze before purchasing any investment property: ✅ Know your true operating expenses. ✅ Be realistic about income and occupancy. ✅ Always have a defined exit strategy. Whether you're investing in multifamily apartments, commercial real estate, or your first rental property, these principles can help you avoid expensive mistakes and build long-term wealth. If you're serious about becoming a better investor, this is an episode you won't want to miss.

Japan Real Estate
Snapshot of Kyoto & Osaka's Short Term Stay Property Market

Japan Real Estate

Play Episode Listen Later Jul 8, 2026 54:33 Transcription Available


We speak to Chai Kanda, founder & CEO of "Shiki Properties", on the topic of Kyoto & Kansai's hospitality properties market, boutique hotels, & winter resorts - what's happening in the market, what are people buying, and what SHOULDN'T they invest in?

MID-WEST FARM REPORT - MADISON
Tight Dollars Sharpen Farmers Checkoff Investment Strategies - Matt Wagenson

MID-WEST FARM REPORT - MADISON

Play Episode Listen Later Jul 8, 2026 9:00


Every soybean grower knows about low market prices. If you're a farmer sitting on the Wisconsin Soybean Marketing Board, those challenges turn into difficult decisions about where to invest checkoff dollars for the future. Pam Jahnke sits down with WI Soybean Marketing Board Vice President, Matt Wagenson. Wagenson farms near Bear Creek, managing just over 1,000 crop acres plus a beef operation. Now in his 12th year serving as a board member for Wisconsin soybean growers, Wagenson says he's got a more complete picture on how checkoff invested dollars are repaying growers today. It takes time, and that's one thing he stresses when talking with other growers. "The most exciting things I've seen in the past two years for us, other than research, is what Delong's doing in Milwaukee," Wagenson says. "Getting the Great Lakes going. Start cranking stuff out of the Great Lakes out of the St. Lawrence Seaway." Wagenson says Wisconsin soybeans can now get to Africa and the EU faster than almost any state. That's one of the stories he shares when growers ask about where their investments are going. Wagenson says while the WI Soybean Marketing Board cannot invest in physical structures, they can support generating information that helps companies and businesses make decisions about those investment. Find out more about how your soybean checkoff dollars are being spent in Wisconsin!See omnystudio.com/listener for privacy information.

A Better Way Financial Podcast
The 4 Habits Many Successful Retirees Have in Common

A Better Way Financial Podcast

Play Episode Listen Later Jul 7, 2026 10:42


What are financially successful retirees doing that others often overlook? In this episode, Frank and Frankie Guida discuss key habits that can shape retirement planning, including saving consistently, creating income streams, managing risk, preparing for unexpected expenses, and incorporating tax and retirement planning into the process. They also share a real-world case study illustrating how reviewing investments, taxes, and long-term goals can uncover opportunities and help align a retirement strategy with a client’s priorities. Schedule a complimentary appointment: A Better Way Financial Learn more about Frank and Frankie's book here! Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success" CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

ChooseFI
606 | Deep Dive: Target-Date Retirement and Bond Funds | Cody Garrett

ChooseFI

Play Episode Listen Later Jul 6, 2026 68:43


Most investors think they're buying the same thing when they choose a target date fund—but two people who bought 2025 target date funds 15 years ago could have 40% different returns today. Same target year, wildly different outcomes. The culprit? Fund families structure these "simple" investments in dramatically different ways, and most investors never look under the hood. Key Topics Discussed Passive Investing vs Active Financial Planning (00:03:30) Cody explains why you should be a passive investor but an active financial planner in your own life, noting that 95% of active investors underperform broad index funds over time. Understanding Target Date Funds (00:08:15) How target date funds work as default 401(k) options, automatically shifting from aggressive to conservative allocations as retirement approaches along a predetermined glide path. Surprising Differences Between Target Date Funds (00:18:45) The revelation that identical retirement target years can produce vastly different outcomes depending on fund family—differences in international exposure, bond types, and allocation strategies compound over time. Comparing Fidelity, Schwab, and Vanguard Target Dates (00:24:00) Detailed breakdown of how three major fund families structure their target date index funds differently, with varying philosophies on diversification and risk management. The Hidden Costs of Target Date Funds (00:32:20) Analysis showing target date index funds cost 35% to 400% more than purchasing underlying index funds directly. Fidelity's target date index fund, for example, is four times more expensive than buying Fidelity's component funds separately. Static Allocation Funds Explained (00:38:10) Introduction to balanced funds that maintain constant allocations (like 60/40 stocks/bonds) regardless of your age or proximity to retirement. Target Maturity vs Constant Maturity Bond Funds (00:42:30) Deep dive into how target maturity bond funds differ from traditional bond index funds—all bonds mature in the same year, converting to cash automatically without requiring you to sell anything. The Seven-Year Bond Strategy (00:48:15) Cody's approach to determining bond allocation: calculate seven years of planned spending and hold that percentage in bonds. If you'll withdraw $40,000 annually from a $1 million portfolio, hold 28% in bonds ($280,000) and 72% in stocks. Bond Ladders and Behavioral Finance (00:55:00) How target maturity bond funds overcome psychological barriers to spending in retirement by eliminating the need to "sell" assets—bonds simply mature into cash when you need it. Simplicity vs Complexity in Portfolio Design (01:02:30) Cody shares his personal eight-fund retirement portfolio strategy, explaining why something that appears complex can actually feel simpler from a behavioral perspective. Notable Quotes Mike Piper, CPA (quoted by Cody Garrett, CFP®): "There is no perfect portfolio, but there are countless perfectly fine portfolios." Rick Ferri, CFA (quoted by Cody Garrett, CFP®): "The perfect portfolio is the one you're going to stick with. Maintaining discipline is the hardest part of investing." Cody Garrett, CFP®: "Once you understand what a target date fund is, you no longer need one." Cody Garrett, CFP®: "Investing is like a bar of soap. The more you touch it, the less there is." Brad Barrett: "Success in personal finance and investing comes down more to behavior, vastly more to behavior than it comes down to any type of knowledge or intelligence." Key Takeaways Review your 401(k) fund lineup and sort by expense ratio to identify the lowest-cost index fund options available to you If your 401(k) lacks low-cost index funds (under 0.10% expense ratio), contact your plan administrator to request they be added to the fund lineup Calculate how much money you plan to spend from your portfolio over the next seven years to determine your appropriate bond allocation Visit Morningstar.com and review the portfolio tab of any target date funds yo…

Rise Up. Live Free.
How the Founding Fathers Got Rich on Inflation and Real Estate

Rise Up. Live Free.

Play Episode Listen Later Jul 6, 2026 18:20


About Jimmy VreelandJimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business. Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses.Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestateMore about JimmyWebsite: www.jimmyvreeland.comLinkedin: www.linkedin.com/in/jimmy-vreelandInstagram: www.instagram.com/jimmyvreelandFacebook: www.facebook.com/JimmyVreelandYoutube: www.youtube.com/@JimmyVreelandC>>>>>>Get free access to the private Ranger Real Estate facebook group

Women Invest in Real Estate
WIIRE 238: 7 Real Estate Lessons From 7 Women Investors

Women Invest in Real Estate

Play Episode Listen Later Jul 6, 2026 35:44


We're sharing seven real-life wins and lessons from women inside the WIIRE community—and how you can apply them to your own investing journey. In this episode, we talk about the power of getting in the right room with women who are actively doing deals. We break down how community, masterminds, and accountability can normalize big goals, shift your money mindset, and help you step fully into your identity as an investor and business owner. You'll hear: How Amelia structured an 11‑unit acquisition, including why deposits and prorated rent at closing matter so much Nancy's simple Facebook Marketplace deal that turned into a $70K flip win Danielle's triplex and why systems before scale sets you up to grow Sophia's out-of-state flip in Jacksonville, funded by a line of credit and supported by another WIIRE member on the ground Amber's story of winning a bidding war without the highest offer by building rapport with the seller Lily's fully booked 13‑bedroom retreat property and her strategy for future bookings and repeat guests How Shayna used AI to push occupancy from 65% to nearly 90% on her MTR/STR hybrid If you're a woman who's tired of thinking about real estate investing and ready to take action, this episode will show you what's possible when you surround yourself with the right women, systems, and strategies.     Resources: Book your spot at WIIRE Summer Camp before it fills up Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

Japan Real Estate
Resort in Chiba, Near Beach & Golf Course

Japan Real Estate

Play Episode Listen Later Jul 3, 2026 29:59 Transcription Available


We speak to a very motivated seller, just about to put his complex on the market, in up-market, picturesque, Chiba prefecture, near world-famous surfing beach Ichinomiya - check out the goods!

Real Money Talks
The Business Tax Strategy That Builds Wealth

Real Money Talks

Play Episode Listen Later Jul 3, 2026 7:19 Transcription Available


In this episode, Loral Langemeier explains why the right business tax strategy begins with your business structure, not your tax return.She discusses how multiple business entities, trusts, R&D credits, cost segregation, and strategic tax planning can significantly reduce taxes while protecting your assets. Loral also explains why many entrepreneurs overpay simply because they rely on traditional tax preparation instead of proactive planning.If you're looking to improve your business tax strategy, lower your taxes legally, and build long-term wealth, this episode provides practical strategies every business owner should understand before the next tax season arrives.Loral's Takeaways:Discussion on Business Tax Strategy That Builds Wealth (00:46)Tax Strategies and Specialists (02:11)Trusts and Investment Strategies (03:40)Conclusion and Next Steps (05:28)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Kingscrowd Startup Investing Podcast
Lumida Wealth CEO Ram Ahluwalia on the Future of AI-Powered Wealth Management

Kingscrowd Startup Investing Podcast

Play Episode Listen Later Jul 2, 2026 26:03


Lumida Wealth founder and CEO Ram Ahluwalia joins Chris Lustrino to discuss how the company is building an AI-powered wealth management platform for sophisticated investors. Ram frames Lumida as a next-generation investing platform designed to combine the best parts of brokerage accounts, financial advisors, market intelligence, and AI-powered portfolio tools into one experience. The conversation explores why traditional 60/40 portfolios may not fit the next generation of investors, how Lumida uses AI agents and factor models to surface investment ideas, and why Ram believes investors increasingly want more control, better insights, access to pre-IPO opportunities, and a stronger sense of community. Chris and Ram also discuss Lumida's growth, revenue traction, customer profile, business model, and long-term vision for an AI wealth advisor that can eventually understand an investor's full financial picture, goals, risk tolerance, and portfolio needs.

The Money Cafe with Kirby and Kohler
Why Australian shares let you down this year (and what to do about it)

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Jul 2, 2026 39:35 Transcription Available


The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026. Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode. In today's show, we cover: * Wall Street smashes the ASX...again Why Big Super funds probably beat your SMSF Which ETFs investors are buying for the year ahead What the hell happened at CSL? See omnystudio.com/listener for privacy information.

Smart Property Investment Podcast Network
The high-yield investment strategy built for today's market

Smart Property Investment Podcast Network

Play Episode Listen Later Jul 2, 2026 41:21


Most investors are still chasing capital growth. But in today's market, cash flow is becoming the real competitive advantage, with many investors rethinking their strategy. The question is: should you? On The Smart Property Investment Show, Liam Garman sits down with Josh Crealy from LEVR to explain why tighter borrowing capacity, higher holding costs, and looming tax changes are forcing investors to rethink what makes a good property investment. Crealy argues that strong yield is no longer just a bonus – it's becoming one of the biggest drivers of buying decisions, allowing investors to hold assets more comfortably while positioning themselves for future growth. The discussion then turns to blue-chip Melbourne apartments trading below replacement cost while delivering yields that many houses simply can't match. Drawing on a recent acquisition, he explains how one Melbourne unit purchased for $416,000 is expected to return around 6.5 per cent in rental yield while costing as little as $16 a week to hold, highlighting why investors are taking a fresh look at the city's apartment market. The pair also unpack Australia's growing housing supply problem, revealing why established properties in tightly held locations could become increasingly valuable as rising construction costs continue to choke new development. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

Jake and Gino Multifamily Investing Entrepreneurs
Is Commercial Real Estate Crashing or Recovering?

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jul 1, 2026 18:43


Where is commercial real estate headed in 2026? Is the market crashing, recovering, or simply resetting? In this episode, Gino Barbaro breaks down the latest multifamily market data and explains why the answer depends entirely on where you're investing. Using current market trends, rent growth statistics, supply and demand dynamics, construction data, and transaction volume, Gino explains what investors should be paying attention to right now. In this episode, you'll learn: • Why national rent growth remains historically weak • Which markets are outperforming due to low supply • Why high-supply markets continue to struggle • What falling construction starts mean for future investors • Why transaction volume remains muted • The importance of understanding market cycles • How to analyze occupancy and concessions • Why "no deal is better than a bad deal" Some of the markets discussed include: ✔ New York ✔ Chicago ✔ Detroit ✔ Kansas City ✔ Phoenix ✔ Denver ✔ Austin ✔ Orlando ✔ Dallas ✔ East Tennessee One of the biggest mistakes investors make is assuming every market behaves the same way. As Gino explains, understanding your market's supply, demand, occupancy, concessions, and development pipeline can mean the difference between buying a great deal and buying a disaster. Key takeaways from this episode:

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Disclaimer: Today's episode is sponsored by Nurp. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

Retire With Style
Episode 235: Are Stocks Enough to Protect You From Inflation?

Retire With Style

Play Episode Listen Later Jun 30, 2026 33:27


In this episode of Retire with Style, Wade Pfau and Alex Murguia continue to answer listener questions, including how stocks perform during inflationary periods, whether equity investments can be viewed through a bond-duration lens, the tradeoffs between buying a deferred income annuity today versus waiting to purchase a SPIA later, and how QLACs interact with Roth conversion rules. Along the way, they emphasize that there are no universally "best" retirement strategies and that successful retirement planning depends on matching financial tools and investment approaches to each retiree's goals, preferences, and tolerance for commitment versus flexibility. Listen now to learn more!   Takeaways  Stocks generally have pricing power over the long run, but they are not guaranteed to outpace inflation during every historical period. Inflation protection is strongest when layered across multiple tools—including delayed Social Security, TIPS, I Bonds, and appropriately sized equity exposure. For time-segmentation investors, maintaining a diversified long-term equity portfolio is generally more practical than trying to assign "duration" to different stock categories. Purchasing a deferred income annuity today provides certainty around current interest rates and mortality assumptions but requires giving up liquidity and flexibility. Waiting to purchase a SPIA preserves optionality and keeps assets available for changing needs or legacy goals, even though future annuity pricing is uncertain. The choice between a deferred income annuity and waiting to annuitize is less about finding the "best" investment and more about selecting the strategy that best fits your retirement preferences. A QLAC can provide valuable longevity insurance and reduce required minimum distributions, but it does not eliminate the IRA pro-rata rule when using a backdoor Roth strategy. The RISA framework is designed to help retirees identify the retirement income strategy that best aligns with their individual goals, resources, and decision-making style Chapters 00:00 Introduction to Retirement Income Strategies 02:53 Understanding the RISA Framework 05:59 Investment Strategies and Inflation 11:53 Applying Bond Principles to Equities 19:02 Deferred Income Annuities vs. Immediate Annuities 24:58 Qualified Longevity Annuity Contracts (QLACs) and Backdoor Roth IRAs   Links Looking for a retirement strategy that's actually built for you? Join Alex Murguia on July 1 at 1 PM ET for a FREE Retirement Researcher webinar, Are You Sure Your Retirement Strategy Fits?, where he'll walk through the four major retirement income approaches and show how the RISA® Framework can help you identify the strategy that best aligns with your goals, preferences, and vision for retirement. Register Now: retirewithstyle.com/podcast

Charleston's Retirement Coach
Should You Chase the Next Big IPO?

Charleston's Retirement Coach

Play Episode Listen Later Jun 30, 2026 14:35


Excited about the next big IPO? That excitement could lead to costly decisions if not managed carefully. Brandon Bowen discusses the hype around high-profile IPOs and why investors nearing retirement may need to approach them cautiously. He explains how emotions like FOMO can influence decision-making and highlights the importance of maintaining a disciplined investment strategy. The episode also explores diversification, reducing single-stock risk, and aligning investments with income needs. If market headlines are shaping your choices, this conversation offers perspective on staying focused on your long-term plan. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The Money Cafe with Kirby and Kohler
Special episode: Listener questions on new tax changes

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Jun 30, 2026 39:47 Transcription Available


Sweeping changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting investors. How will they affect you? Stuart Wemyss from the ProSolution Private Clients group joins associate editor, James Kirby on this episode of the Money Puzzle podcast. In today's special episode, we cover: How will the CGT changes work? Winners and losers in negative gearing Getting around the SMSF borrowing ban How a tiny government pension can offer a big tax break See omnystudio.com/listener for privacy information.

Energy News Beat Podcast
2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift

Energy News Beat Podcast

Play Episode Listen Later Jun 30, 2026 31:29


Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/1. Stock Market Performance & Economic OutlookPaul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include:Strong company balance sheets and a robust economyThe technology boom (particularly AI) being only in its "second inning"Upcoming major IPOs (SpaceX, ChatGPT's parent company, Anthropic) absorbing investment capitalExpectation for a strong finish to 2026, with 2027 projected to be even stronger2. Precious Metals & Alternative AssetsDiscussion of gold, silver, and cryptocurrency markets:Central banks now own more gold than US Treasury holdings (a historic shift)Silver shortage driven by AI demandCryptocurrency experiencing recent drops but viewed as an alternative asset classDisconnect between paper and physical delivery in commodities markets3. Oil & Energy MarketsCritical energy security topics:Volatility in WTI vs. Brent crude pricingStrait of Hormuz disruptions causing 11.8 million barrels of production shortfallStrategic oil reserve refilling and pipeline expansion globallyEnergy sector positioning as a strong investment for 20274. Federal Reserve & Interest RatesAnalysis of monetary policy under new Fed chair Kevin Warsh:Inflation expected to be "transitory"Interest rates likely to remain flat through 2026, with potential decreases in 2027Impact on housing market and consumer economyConcerns about rising interest rate expenses choking the economy5. AI & Data Center InfrastructureEmerging challenge of powering AI growth:Texas ERCOT facing massive mismatch: 220 GW of planned data centers vs. 84 GW peak capacityTech giants (Google, Microsoft) investing in data centers and providing power couponsElon Musk's concept of space-based data centers as a future solutionSilver shortage linked to AI semiconductor demand6. Political & Geopolitical LandscapeDiscussion of elections, trade blocks, and international relations:2026 US elections and political volatilityEmerging trading blocs: net-zero aligned nations vs. energy-security focused nationsJapan's economic challenges with interest rate increasesCanada-US relations and potential realignmentTaiwan's strategic importance7. Investment Strategy & 401(k) AdvicePractical guidance for investors:Avoid market timing; stay invested in index funds60-40 asset allocation recommended for those near retirement"Buy the dips" strategy has been successfulInflation hedge necessary for long-term retirement planning8. Energy Security & PreparednessPersonal preparedness and infrastructure:Importance of energy independence at homeSolar battery backup systems ($700-800)Starlink as backup communication and internet infrastructureStrategic importance of LNG and natural gas going forwardThe podcast emphasizes that energy security starts at home and explores how geopolitical shifts, technological innovation, and market dynamics are reshaping investment opportunities and global trade relationships.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Women Invest in Real Estate
WIIRE 237: Seller Financing Explained: Live Coaching on a Real Rental Property Deal

Women Invest in Real Estate

Play Episode Listen Later Jun 29, 2026 41:13


This week, you are in for a real treat! We are doing a live coaching session with community member Tracy Weber, a pharmacist-turned-real-estate-investor who's building her portfolio while on maternity leave. Tracy and her husband found a dream short-term rental cabin in Northern Michigan—but when their bank changed lending rules, traditional financing fell apart. Instead of walking away, Amelia and Grace walk Tracy step-by-step through creative financing and seller financing strategies to keep the deal alive. You'll learn: How to bring up seller financing with a seller (without overexplaining or scaring them off) The 5 key terms to negotiate: down payment, interest rate, monthly payment structure, term length, and amortization How to structure win-win deals that protect both cash flow and relationships with family sellers Simple ways to explain tax benefits of seller financing to a seller When to consider interest-only vs. principal-and-interest payments Whether inspections, appraisals, and loan servicing companies still matter in seller-financed deals If you're a female real estate investor who's ever thought, “I found a great deal, but how do I fund it?”, this conversation will give you practical scripts, confidence, and a clear framework to negotiate your next creative finance opportunity.       Resources: Book your spot at WIIRE Summer Camp before it fills up Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

On The House with Spartan
Ep. 127: Short Term vs Long Term Rentals

On The House with Spartan

Play Episode Listen Later Jun 29, 2026 42:35


This week Lindsay Davis and Danny Cole are talking all about the realities of short-term versus long-term rentals, addressing misconceptions, risks, and whether Airbnb is really worth it. --To learn more about our full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartanTURNKEYInstagram: @spartaninvestLinkedIn: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavisInstagram: @spartanlindsaydavis

Palisade Radio
Doug Casey: Oil Tank Bottoms Imminent, Decade-Long Bull Run in Gold & Global Crisis

Palisade Radio

Play Episode Listen Later Jun 26, 2026 54:25


Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is a Bestselling Author, Speculator, Founder of Casey Research, and Voluntarist Philosopher. The conversation opens with an analysis of the disconnect between geopolitical turmoil, specifically the disruption of oil flows through the Strait of Hormuz, and equity markets trading near all-time highs. Casey argues the recent de-escalation between the U.S. and Iran is likely temporary, as the core dispute between Israel and Iran remains unresolved. Despite this volatility, he remains bullish on oil, favoring oil and gas stocks due to their low representation in the market and high dividend yields, a sentiment he backs with his own investment strategy. Casey introduces his thesis of a “Greater Depression,” a period of declining real standards of living masked by a debt-fueled financial economy. He contrasts the struggling real economy, burdened by consumer and government debt, with the booming stock market, suggesting the current stability is unsustainable. Looking at long-term trends, he posits that all commodities historically trend toward zero in real terms as technology advances. However, he notes that commodities are currently the cheapest asset class compared to grossly overvalued stocks, bonds, and real estate, making them especially attractive. The discussion shifts to gold and silver, which Casey treats primarily as savings vehicles, noting the 55-year bull market is still intact. While he believes gold is no longer a great speculation at current prices, he finds mining stocks to be exceptionally undervalued, driven by industry-wide unpopularity and neglect from institutional investors. He extends this bullishness to agricultural commodities and fertilizers, deeming corn ultra-cheap and noting natural gas, a key input for urea, is also priced at a bargain in North America. For speculation, he expresses a strong preference for private placements and warrants in smaller, entrepreneur-led companies. The conversation concludes with a grim outlook for U.S. fiscal health, predicting rising interest rates driven by unsustainable deficits and a bond market that will eventually slip the Federal Reserve's control. Timestamps: 00:00:00 – Introduction00:01:02 – Oil Market Geopolitics and Prices00:06:57 – Oil Inventories and Demand Outlook00:09:06 – Debt Economy and Greater Depression00:11:03 – Electrification and Nuclear Future00:14:27 – Long-term Commodity Price Trends00:16:21 – Agricultural Commodities Discussion00:21:34 – Fertilizers and Natural Gas00:25:30 – Potash, Phosphate, & Sulphur00:28:21 – Gold and Silver as Savings00:33:20 – Mining Stocks and Value00:40:00 – Mining Sector Companies00:44:00 – Investment Strategies and Placements00:47:26 – Other Commodities Opportunities00:49:48 – Guest Projects and Resources Guest Links: YouTube: https://www.youtube.com/channel/UCEJR3OAeHBNz7aGtFRZXArQ Doug Casey’s Take: https://internationalman.com Amazon Novels: https://tinyurl.com/an3uxhc Book ‘The Preparation’: https://tinyurl.com/theprepa Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug’s most recent book, “Assassin,” can be found on Amazon. He has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, and CNN; has been the topic of numerous features in periodicals such as Time, Forbes, People, and the Washington Post. Doug has lived in 10 countries and visited over 175. Today you’re most likely to find him at La Estancia de Cafayate (Casey’s Gulch), an oasis tucked away in the high red mountains outside Salta, Argentina.

The Health Ranger Report
Bright Videos News, June 25, 2026 - The War to Save America's Debt Market + The Virology PSYOP + Healing Human Neurology with Botanical Wisdom

The Health Ranger Report

Play Episode Listen Later Jun 25, 2026 118:02


Stay informed on current events, visit www.NaturalNews.com  - Gold and Silver Market Analysis (0:10) - Trump's Strategy and Oil Prices (3:23) - Impact on Emerging Markets and US Economy (7:55) - Data Center Boom and Market Bubble (17:11) - Gold and Silver Market Trends (31:30) - Investment Strategy and Risk Aversion (42:38) - Natural Healing and Psychedelic Therapies (1:03:05) - The Power of Iboga and Neuroplasticity (1:15:18) - The Role of Integration in Healing (1:16:49) - Stillness and Healing Paradigm (1:19:52) - The Role of Nature and Indigenous Knowledge (1:24:57) - Science and Functional Medicine Integration (1:29:23) - Personal Experiences and Overcoming Trauma (1:35:48) - The Importance of Community and Integration (1:43:36) - Legal and Cultural Challenges (1:44:51) - The Vision for Sovereign Healing (1:50:46) - Final Thoughts and Encouragement (1:53:49) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Commercial Real Estate Pro Network
2026 Multifamily Market Investment Strategies with Michael Pouliot - CRE PN #558

Commercial Real Estate Pro Network

Play Episode Listen Later Jun 25, 2026 43:46


Today, my guest is Michael Pouliot. Michael is a fourth generation real estate entrepreneur and the CIO at Carbon Residential, where he focuses on workforce housing in high-growth southeast markets, and in just a minute we're going to speak with Michael Pouliot about the 2026 Multifamily Marketplace. https://www.carbonresidential.com/  

Jake and Gino Multifamily Investing Entrepreneurs
3 Psychological Traps Screwing Up Your Real Estate Deals

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jun 24, 2026 23:29


Have you ever had a single win that completely changed how you looked at yourself? In this episode, Gino Barbaro (co-founder of Jake and Gino and Barbaro 360) breaks down the subconscious psychological traps that sabotage real estate investors and entrepreneurs from building a successful business. Drawing from his early investing days—including a first deal that felt like a home run but was fueled by pure luck—Gino highlights three destructive behaviors we all face and provides a concrete, 4-step framework to fight back against them.

Canadian Wealth Secrets
Are You Investing Enough—or Just Following Outdated Financial Advice?

Canadian Wealth Secrets

Play Episode Listen Later Jun 24, 2026 30:12


Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs saving 10% of your income really enough to create financial freedom and set you up for a comfortable retirement—or could that “responsible” rule leave you short?Most people have heard the classic advice: pay yourself first, stay disciplined, and invest 10% of what you earn. But when you factor in inflation, lifestyle costs, taxes, time horizon, and the difference between gross and net income, that simple rule starts to look a lot less certain. In this episode, Kyle Pearce and Jon Orr unpack what actually happens when you follow the 10% rule over 10, 20, or 30 years—and why your personal retirement number may require a much more intentional plan.You'll walk away with:A clearer understanding of why saving 10% may not replace enough of your future income.A practical way to think about savings rates, inflation, investment returns, and retirement timelines.A better sense of how your current spending and investing habits affect how soon you can become financially free.Press play now to find out whether your savings rate is truly aligned with the financial freedom you want.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadians pursuing financial independence, the real question is whether your savings rate and retirement planning strategy can actually support the lifestyle you want after work. While the traditional 10% rule is often presented as a simple personal finance starting point, factors like inflation, compound interest, investment returns, taxes, and time horizon can dramatically affect your retirement savings and path to financial freedom Canada. A stronger Canadian wealth plan may include tax-efficient investing, RRSP optimization, optimizing RRSP room, investment bucket strategy, financial buckets, passive income planning, and smart investment strategies tailored to your income, lifestyle, and goals. For incorporated professionals and entrepreneurs, this can also involve corporate wealth planning, personal vs corporate tax planning, salary vs dividends Canada, corporation investment strategies, corporate structure optimization, and business owner tax savings. Building long-term wealth Canada may also require evaluating real estate investing Canada, real estate vs renting, financial diversification Canada, capital gains strategy, estate planning Canada, legacy planning Canada, and financial systems for entrepreneurs. Whether your goal is an early retirement strategy, modest lifestyle wealth, or a broader vision for financial independence Canada, the key is using practical retirement planning tools, clear financial vision setting, and intentional wealth building strategies Canada to create a plan that supports lasting financial freedom.Ready to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Success in the New Retirement
What Today's Market Signals Could Mean for Your Retirement

Success in the New Retirement

Play Episode Listen Later Jun 23, 2026 17:10


What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You’ll also hear how market volatility, valuations, and signals from major investors are shaping today’s environment. The conversation highlights the importance of diversification, risk management strategies, and building a plan that can adapt—whether markets move up or down. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Women Invest in Real Estate
WIIRE 236: Buying a Short-Term Rental Abroad: A Costa Rican Investment Breakdown

Women Invest in Real Estate

Play Episode Listen Later Jun 22, 2026 45:35


On this episode of the WIIRE podcast, we got to sit down with Shaletha Colbert, a military brat turned investor-friendly realtor, to unpack how she went from corporate benefits sales, postpartum, and a surprise layoff to owning and profiting from short‑term rentals in Costa Rica. This conversation is a must‑listen for female real estate investors who are: Feeling stuck in six‑figure corporate jobs Craving more freedom, flexibility, and “mini retirements” Curious about investing abroad and short‑term rentals You'll hear how Shaletha: Got “bit by the Airbnb bug” in Atlanta during the Super Bowl Evaluated different countries before choosing Costa Rica Protected herself with smart due diligence, escrow checks, and local teams Structured and operated two ocean‑view condos as profitable short‑term rentals Eventually exited with a strong gain (from $395K to $580K) and what she'd do differently next time She also shares three concrete tips to start investing internationally: Research deeply beyond the dreamy Instagram version Find an investor‑friendly, CIPS‑certified local agent Leverage Facebook groups and expat communities as free masterminds If you've ever wondered, “Could I really buy a vacation rental overseas?” this episode will challenge your limits and show you what's possible.       Resources: Book your spot at WIIRE Summer Camp before it fills up Connect with Shaletha on Instagram Simplify how you manage your rentals with TurboTenant Make sure your name is on the list to secure your spot in The WIIRE Community  Leave us a review on Apple Podcasts Leave us a review on Spotify Join our private Facebook Community Connect with us on Instagram

Zacks Market Edge
Screening for Top Value Stocks with Growth

Zacks Market Edge

Play Episode Listen Later Jun 18, 2026 28:09


Value does exist in this market. Find it using the PEG and P/S ratios. (0:30) - Can You Still Deploy Warren Buffett's Investment Strategies? (6:45) - Tracey's Top Stock Picks To Consider Right Now (24:30) - Episode Roundup: CTSH, PDD, BBVA Podcast@Zacks.com

ChooseFI
603: Crash Proof: The Science Of Stock Market Resilience | Brian Feroldi

ChooseFI

Play Episode Listen Later Jun 15, 2026 51:22


The stock market crashes about once every three years—at least a 20% drop. Most investors panic and sell. But if you understood why markets always recover, you'd do the opposite. Brian Feroldi reveals three mechanical forces that guarantee long-term market resilience, transforming market crashes from terrifying events into predictable opportunities. Key Topics Discussed Introduction to Market Resilience (00:00:00) Brad Barrett introduces the concept of understanding market recovery through fundamental mechanics rather than accepting it on faith. Understanding Market Crashes (00:05:00) Brian explains crash frequency: 10% drops every eleven months, 15% every two years, 20% every three years, 30% once a decade, and 40%+ drops two to three times per century. Force #1: Stocks Follow Earnings (00:10:00) The first fundamental force—stock prices track corporate earnings over time. Brian introduces the man-and-dog analogy: the man (profits) walks steadily uphill while the dog (prices) runs wild on an elastic leash. Watch the man, not the dog. Force #2: Earnings Always Recover (00:25:00) Brian breaks down the five-phase economic recovery process: cost-cutting, cleansing, government intervention, innovation, and emergence. The Forest Fire Analogy (00:32:00) Economic downturns function like forest fires—clearing deadwood, eliminating weak competitors, and creating optimal conditions for new growth. The COVID pandemic demonstrated this: remote work jumped from under 10% to over 90% in four months. Force #3: Profits Rise Over Time (00:48:00) Five systematic drivers cause profits to rise: productivity gains, inflation, innovation, geographic expansion, and population growth. These forces ensure long-term upward trajectory despite temporary setbacks. Investor Psychology and Closing Thoughts (00:55:00) Discussion about investor behavior during crashes and the importance of saving this episode for future market downturns when emotional fortitude matters most. Notable Quotes "Stocks follow earnings. As go the earnings of a company or an index, also goes the price or the market value of that same index." — Brian Feroldi "The best time to buy is at the period of maximum pessimism. And the period of maximum pessimism is precisely when you absolutely do not want to buy." — Brian Feroldi "Ninety percent of good investing is how you behave in the 10% of time that things are not going well." — Brian Feroldi "Think of the man walking a dog on an elastic leash. The man represents profits, the dog represents stock prices. Watch the man, not the dog." — Brian Feroldi "Innovation accelerates when times are tough. Necessity is the mother of invention." — Brad Barrett and Brian Feroldi Key Takeaways Google "S&P 500 earnings" and study the 100-year chart showing earnings rather than just stock prices to see the steady upward march of the "man" Save this episode in your investor policy statement to re-listen during the next market crash when you need psychological reinforcement Set up automatic dollar-cost averaging contributions to retirement accounts and commit to never stopping them during downturns Review your asset allocation if you're within 10 years of financial independence to ensure appropriate risk levels and cash cushions Markets typically bottom when news is worst because prices predict earnings recovery 6-9 months ahead Resources and Links Why Does the Stock Market Go Up? by Brian Feroldi The Simple Path to Wealth by JL Collins JL Collins Guided Meditation for Market Drops Afford Anything Podcast with Paula Pant Camp FI Brian Feroldi on YouTube Brian Feroldi on Twitter/X Brian Feroldi on Instagram Brian Feroldi on Threads

ChooseFI
FI 201 Beyond FI Basics: Asset Allocation & Market Psychology Mastery

ChooseFI

Play Episode Listen Later Jun 8, 2026 61:39


Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia