Podcasts about mutual funds

Professionally managed investment fund

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Latest podcast episodes about mutual funds

Investing Insights
These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?

Investing Insights

Play Episode Listen Later Aug 15, 2025 11:33


It can sometimes seem like there's an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren't worthy investments at all. A popular feature from Morningstar's FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he's here to brag about his thrilling funds list. On this episode:Let's begin with the idea behind the thrilling funds list. How did this get started, and what's the mission? You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for? Thirty-three funds met your high standards and made the cut, and they're all repeats. Did that surprise you? What kept some funds off this year's list?A select group of these standouts are making big bets. Let's start with the only thrilling fund from the diversified emerging-markets category.A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What's their story, and what makes each of these unique? Can you describe the funds that are wagering big time on the tech sector? The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds. Where should fixed-income investors look if they're tweaking that side of their portfolio? Which income and dividend-focused funds are outshining their category peers? And finally, how can the audience test the funds in their portfolio against your thrilling list? Read about topics from this episode.  The Thrilling 33How Smart People Screen for FundsStop Screening Funds This WayWorried About a Market Selloff? These 10 Funds Reduce Portfolio RiskThe Big Secret to Long-Term Investment SuccessHoly Smokes! These Funds Could Get Barbecued4 New Funds on Our RadarMorningstar Medalist Rating for Funds What to watch from Morningstar. Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now)Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second Look Read what our team is writing.Russel KinnelIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

TLDR
27 Years of Financial Advice in 11 Minutes

TLDR

Play Episode Listen Later Aug 13, 2025 27:00


The job market for new grads has been feeling, er, grim. On this week's TLDR, we dig into the numbers behind the vibes to figure out what's driving the slowdown. Plus, Rob Carrick, the Globe and Mail's long-serving personal finance columnist, is retiring. This week, he joins the team to share what he learned from fielding everyone's most pressing money questions for 27 years. And, we answer the question on all of our minds: what's going to fuel us when our coffee runs dry?This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.

Paisa Vaisa
Sagar Kochhar on Building a Food Empire: From Faasos to the World's Largest Internet Restaurant | Anupam Gupta | Paisa Vaisa

Paisa Vaisa

Play Episode Listen Later Aug 11, 2025 70:08


In this exclusive Paisa Vaisa episode, host Anupam Gupta sits down with Saga Kochhar, co-founder of Rebel Foods, the company that revolutionized the food industry with the cloud kitchen model. Sagar shares the strategic decisions and "lightbulb moments" that turned Rebel Foods from a single QSR chain into the world's largest internet restaurant platform, with a portfolio of over 30 successful brands like Faasos, Behrouz Biryani, and Ovenstory. This episode is a masterclass in business innovation, covering: Cloud Kitchen Unit Economics: How the multi-brand playbook optimizes costs. Data-Driven Brand Building: Using consumer insights to launch new brands. The Power of Scalability: Ensuring food consistency with "de-skilled" recipes. Pivoting for Success: The strategic decision to go all-in on cloud kitchens. Entrepreneurship and Strategy: Advice on "intellectual honesty" and product-market fit. Future of Food Tech: The grand mission to disrupt the global food industry. Whether you're a startup founder, investor, or simply curious about the business of food, this episode provides a rare look inside a company that is fundamentally changing how we eat.See omnystudio.com/listener for privacy information.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1009 - The Weekly Five: S&P 500 Moves, Participation Updates & Dollar Declines

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Aug 8, 2025 18:42


This week, Ian and Joseph discuss the state of the S&P 500, the US Dollar, and Participation for major markets around all-time highs.

Financial Safari with Marty Nevel
New Retirement Strategies for a New Era

Financial Safari with Marty Nevel

Play Episode Listen Later Aug 8, 2025 51:12


Marty discusses the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. He addresses common concerns such as mortgage management, determining retirement income needs, the implications of downsizing, and the impact of inflation on retirement savings. The conversation also covers healthcare costs, housing choices, and the balance between supporting grandchildren and ensuring personal financial security. Listener questions provide further insights into managing retirement funds and legacy planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Replacing Your Paycheck in Retirement

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Aug 8, 2025 56:20


Kelley covers strategies that can build an income component in your retirement that can mimic your paycheck. She talks about calculating your retirement expenses, assessing your savings, developing a withdrawal strategy, and exploring additional income sources. She also warns of retirement mistakes some boomers and older members of Generation X could be making. Kelley also covers real estate strategies in retirement. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Let's Talk Money with Monika Halan
What's good for the investor is good for the industry

Let's Talk Money with Monika Halan

Play Episode Listen Later Aug 7, 2025 18:10


This week, Monika dives into a quiet but massive shift in India's financial landscape: mutual funds are set to overtake life insurance in total assets under management by FY26, with both industries nearing ₹80 trillion. For years, life insurance dominated household savings, but mutual funds—once less than half its size—have now caught up. SIPs have gone mainstream, while trust in life insurance remains dented due to frequent mis-selling.She explains how regulation has played a decisive role. Capital market rules have consistently put investors first, reshaping the mutual fund industry. From eliminating upfront commissions and curbing hidden costs to enforcing better disclosures, SEBI's reforms have built investor trust and fuelled rapid growth. In contrast, life insurance struggles with poor disclosures, high exit costs, and low persistency—less than half of policies survive five years. Mutual funds show how investor-first regulation can transform an industry and help build long-term financial health.In listener questions, Lokesh asks if a professional advisor is necessary to manage his investments as he grows older. Soumajit seeks guidance on managing his father's ₹60 lakh retirement corpus to balance income and safety. And Vamsi, planning to buy life insurance, wants to know what happens if an insurer fails and whether a five-year premium payment plan is better than paying annually.Chapters:(00:00 – 00:00) The Rise of Mutual Funds in India(00:00 – 00:00) Life Insurance Falls Behind: What It Means for Investors(00:00 – 00:00) Should You Hire a Professional to Manage Your Investments?(00:00 – 00:00) How to Invest a Retirement Corpus for Safety and Growth(00:00 – 00:00) Choosing the Right Life Insurance and Understanding Your Optionshttps://www.indiapost.gov.in/Financial/Pages/Content/Post-Office-Saving-Schemes.aspxIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi⁠

Paisa Vaisa
Building Leaders & Businesses: Lessons from a Financial Services Veteran | Paisa Vaisa | Anupam Gupta

Paisa Vaisa

Play Episode Listen Later Aug 4, 2025 60:59


Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diversified conglomerate, and now an investment company. Learn about their unique "return on kit pitch" philosophy, their pioneering efforts in asset reconstruction (ARC), and why capital efficient growth is the new mantra. Rashesh Shah shares invaluable insights on building leaders, the importance of empowerment over micromanagement, and how to spot opportunities in India's complex adaptive system. Here are some key takeaways from this episode: ✔ Decoding India's "Bifocal" Growth: Understand the interplay of short-term volatility and long-term stability in the Indian economy. ✔ The Power of People & Empowerment: Discover how Edelweiss built a culture that attracts and nurtures top talent. ✔ Future of Finance: Credit & Alternatives: A deep dive into India's evolving credit markets and the booming alternative investment space (AIF & InvITs). Dive deep into the evolving credit markets, the rise of alternative investments (including the massive AIF and InvIT market), and why the convergence of banking and capital markets is shaping India's financial future. Whether you're an investor, an entrepreneur, or a financial services professional, this episode offers a rare glimpse into the strategies that drive long-term wealth creation and business success in India. Don't miss this masterclass on finance, leadership, and innovation!See omnystudio.com/listener for privacy information.

Kelley's Bull Market News with Kelley Slaught
Wealthy Mindset: The Approach to Retirement Planning

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Aug 2, 2025 56:20


Kelley discusses the unique mindset and strategies of the wealthy when it comes to retirement planning. She emphasizes the importance of starting early, staying consistent, and maximizing tax-advantaged accounts. The conversation also covers common financial mistakes to avoid, such as trying to beat the market and keeping too much money in cash. Additionally, Kelley answers key retirement planning questions and addresses listener inquiries, providing valuable insights into effective wealth management and investment strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Navigating Retirement Income Needs

Financial Safari with Marty Nevel

Play Episode Listen Later Aug 2, 2025 51:33


Marty covers the essential aspects of retirement planning, focusing on income needs, healthcare, long-term care, and common missteps to avoid. He emphasizes the importance of personalized planning and preparation to ensure financial security in retirement. The conversation also addresses the gap between optimism and preparedness, the significance of diversifying income streams, and the necessity of having a long-term care plan. Listener questions are answered, providing insights into specific retirement concerns. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Nayaka With Vinayaka - Kannada Podcast
Nayaka With Vinayaka S4 EP27 | CA Dayananda Bongale Reveals TOP Investment Secrets! Vinayaka Joshi

Nayaka With Vinayaka - Kannada Podcast

Play Episode Listen Later Jul 31, 2025 44:32


#vinayakjoshi #kannadainterviews #podcast 00:00 - Titles00:26 - Show starts here01:18 - Introducing Dayanand Bongale02:44 - What is Investment?06:17 - Conventional vs. Unconventional Investment09:46 - How to choose good companies to invest?12:12 - This or That?14:31 - When to start investing?15:58 - How to enter Stock Market?19:20 - How to invest small money?24:47 - Trading vs. Investment26:08 - How to start Digital Investment?31:26 - How to invest in Foreign Markets?33:01 - Real Estate vs. Stock Market35:44 - Top 5 tips for Investment37:13 - Invest in the dip42:02 - Closing ThoughtsThis week on Nayaka With Vinayaka, we're joined by CA Dayananda Bongale, a finance expert and seasoned investor, who breaks down the complex world of the stock market into simple, actionable insights for everyone — from beginners to budding traders.

Let's Talk Money with Monika Halan
India's Report Card

Let's Talk Money with Monika Halan

Play Episode Listen Later Jul 31, 2025 21:21


This week, Monika steps back from the noise of partisan debates to ask: how is India really doing? It's a difficult question to answer amid competing political narratives, but the data tells a story of steady progress. India is still the world's fastest-growing major economy, with GDP set to grow at 6.5% this year. Per capita income has risen at 7.6% annually over two decades, and poverty has fallen sharply—from 27% in 2011 to just over 5% in 2022. That's nearly 270 million people lifted out of poverty. This has also helped reduce inequality, with India's Gini coefficient improving steadily. At the core is India's growth-plus-redistribution model, where welfare spending and rising incomes have worked together. Better nutrition and improved consumption among the poorest households are signs of a broader shift.While macro indicators are strong—low inflation, a cleaned-up banking system, and fiscal discipline—there are still structural hurdles. Judicial delays, corruption, regulatory overreach, and burdensome compliance rules raise costs and hold back investment. More than 26,000 legal provisions carry jail terms for minor infractions. These frictions act as invisible brakes on growth. But the overall direction is positive. India has come a long way from the deprivation of the 1990s. The poverty-to-prosperity journey is ongoing, and the report card today shows a solid B+.In listener questions, Ahalya asks whether Sukanya Samriddhi Yojana or mutual funds are better for her daughter's long-term future. Riya from Navi Mumbai wonders if she should exit her old LIC policies and shift to mutual funds. Tarun asks if EPF and PPF count as debt in his asset allocation and how to redeploy maturing PPF amounts.Chapters:(00:00 – 00:00) India's Report Card: Growth, Poverty, and Inequality(00:00 – 00:00) The Persistent Roadblocks to India's Progress(00:00 – 00:00) Investment Options for a Girl Child's Future (00:00 – 00:00) Should I Exit My LIC Policies and Shift to Mutual Funds?(00:00 – 00:00) Is My SIP Telling the Right Story for My Financial Goals? If you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi⁠

Trending Diary
AI Takes Over: How Millennials & Gen Z Are Totally REMAKING Fashion!

Trending Diary

Play Episode Listen Later Jul 27, 2025 34:32


EXPLOSIVE REVELATION: How Smart Mirror Fashion Technology is creating HIDDEN online money-making opportunities! We exposes the SECRET wealth potential with fashion tech expert Rashmi Chopra. From AI tools for business generating massive profits to sustainable fashion goldmines - discover how millennials are getting RICH!

Rampver Radio
Investment for Beginners: How to Invest in Mutual Funds, UITF, REIT, PAG-IBIG MP2, Stock Market

Rampver Radio

Play Episode Listen Later Jul 25, 2025 18:18


If you're looking for a way to grow your money but don't know where to start, this video is for you. We'll break down beginner-friendly investment options like mutual funds, UITFs, REITs, stocks, and the popular Pag-IBIG MP2. You'll learn how each one works, how much you need to get started, and which option might be the right fit for your goals. It's a simple and straightforward guide to help you make smarter financial decisions.

Kelley's Bull Market News with Kelley Slaught
Wealthy Retirement Strategies

Kelley's Bull Market News with Kelley Slaught

Play Episode Listen Later Jul 25, 2025 56:35


In this episode, Kelley Slaught discusses the evolving landscape of retirement planning for high net worth individuals and business owners. She emphasizes the need for tailored strategies that account for tax implications, healthcare costs, and legacy planning. The conversation also covers the impact of recent legislation, such as Secure Act 2.0, on retirement planning and the importance of proactive financial management. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Financial Safari with Marty Nevel
Smart Strategies for Retirement Income

Financial Safari with Marty Nevel

Play Episode Listen Later Jul 25, 2025 50:58


Marty discusses the essential elements of retirement planning, emphasizing the importance of intentional action, smart income distribution strategies, and proactive tax planning. He addresses common concerns such as healthcare costs, market volatility, and the necessity of estate planning. The conversation also includes a Q&A segment where listener questions about retirement strategies are answered, providing practical insights for those approaching retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

The Daily Brief
Milky Mist is going Public - Here's what you should know

The Daily Brief

Play Episode Listen Later Jul 24, 2025 23:35


In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Milky Mist's ₹2000 Cr IPO bid 10:47 Mutual Funds get a makeover 22:08 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1006 - The Weekly Five: Participation, Earnings and Airlines

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jul 18, 2025 19:37


This week, join David and Miles to discuss a backoff of stock participation off all time highs, the start of earnings season and a handful of airline stocks moving higher to start Q3..

Optimal Finance Daily
3213: What to Look for When Reading a Mutual Fund Prospectus by Emily Guy Birken with PT Money

Optimal Finance Daily

Play Episode Listen Later Jul 15, 2025 13:18


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3213: Emily Guy Birken breaks down the intimidating world of mutual fund prospectuses into manageable parts, empowering investors to make smarter, fee-conscious decisions. From understanding investment strategy alignment to spotting hidden costs, this guide helps demystify the fine print that can make or break your portfolio. Read along with the original article(s) here: https://ptmoney.com/mutual-fund-prospectus/ Quotes to ponder: "A prospectus is a document that provides investors with information about the investments that make up the mutual fund, as well as other details of the company's business." "You will often see two tables: one that compares the returns of fund in question to the 1-, 5-, and 10-year returns of index funds and one that shows the annual or quarterly returns for the past 10 or so years." "According to his estimate, a 100% turnover adds another full 1% to the cost of a fund." Episode references: Kiplinger: https://www.kiplinger.com Investopedia: https://www.investopedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3213: What to Look for When Reading a Mutual Fund Prospectus by Emily Guy Birken with PT Money

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

Play Episode Listen Later Jul 15, 2025 13:18


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3213: Emily Guy Birken breaks down the intimidating world of mutual fund prospectuses into manageable parts, empowering investors to make smarter, fee-conscious decisions. From understanding investment strategy alignment to spotting hidden costs, this guide helps demystify the fine print that can make or break your portfolio. Read along with the original article(s) here: https://ptmoney.com/mutual-fund-prospectus/ Quotes to ponder: "A prospectus is a document that provides investors with information about the investments that make up the mutual fund, as well as other details of the company's business." "You will often see two tables: one that compares the returns of fund in question to the 1-, 5-, and 10-year returns of index funds and one that shows the annual or quarterly returns for the past 10 or so years." "According to his estimate, a 100% turnover adds another full 1% to the cost of a fund." Episode references: Kiplinger: https://www.kiplinger.com Investopedia: https://www.investopedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3213: What to Look for When Reading a Mutual Fund Prospectus by Emily Guy Birken with PT Money

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

Play Episode Listen Later Jul 15, 2025 13:18


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3213: Emily Guy Birken breaks down the intimidating world of mutual fund prospectuses into manageable parts, empowering investors to make smarter, fee-conscious decisions. From understanding investment strategy alignment to spotting hidden costs, this guide helps demystify the fine print that can make or break your portfolio. Read along with the original article(s) here: https://ptmoney.com/mutual-fund-prospectus/ Quotes to ponder: "A prospectus is a document that provides investors with information about the investments that make up the mutual fund, as well as other details of the company's business." "You will often see two tables: one that compares the returns of fund in question to the 1-, 5-, and 10-year returns of index funds and one that shows the annual or quarterly returns for the past 10 or so years." "According to his estimate, a 100% turnover adds another full 1% to the cost of a fund." Episode references: Kiplinger: https://www.kiplinger.com Investopedia: https://www.investopedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1005 - 5 Charts: Best & Worst ETFs, ATHs, Copper, and International Scores

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jul 11, 2025 21:50


This week, we discuss the best & worst performing stocks through June, new equity all-time highs, copper breaking out, and international equity score improvement.

Elite Expert Insider
The Business Fortress Formula with Mark Willis

Elite Expert Insider

Play Episode Listen Later Jul 7, 2025 17:06


In this episode, host Jenn Foster is joined by Certified Financial Planner and three-time bestselling author Mark Willis. They dive into the world of smart investing, future planning, and the unique financial hurdles that entrepreneurs and real estate investors face. Mark shares his journey from mowing lawns as a kid to guiding business owners toward financial security, and he unpacks strategies for thinking differently about money—beyond traditional 401(k)s and mutual funds. You'll hear practical questions every business owner should ask before investing, explore how specially designed whole life insurance policies can become powerful financial tools, and learn why thinking critically about your money's purpose is key. Plus, Mark gives a sneak peek into his new book, "The Business Fortress," and offers hands-on advice for building a rock-solid business foundation.

Federal Employee Financial Planning Podcast
EP 95: Investing Principles for Federal Employees: ETFs, Mutual Funds, and More

Federal Employee Financial Planning Podcast

Play Episode Listen Later Jul 7, 2025 58:10


What's the difference between active and passive investing, and when should you use mutual funds versus ETFs? In this episode, John and Tommy break down essential investing concepts that federal employees need to know, covering everything from the fundamentals of stocks and bonds to practical cash management strategies. You'll learn about active versus passive investing philosophies, the mechanics and tax implications of mutual funds and ETFs, and why dollar-cost averaging can help overcome emotional barriers in investing. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn

The Optometry Money Podcast
Are Individual Bonds Safer Than Bond Funds? What Optometrists Need to Know

The Optometry Money Podcast

Play Episode Listen Later Jun 27, 2025 28:25 Transcription Available


Questions? Thoughts? Send a Text to The Optometry Money Podcast!Are individual bonds better than bond funds? What's the actual difference between the two—and why does it matter for your investment strategy?In this episode, Evon Mendrin, CFP®, CSLP®, dives into the key distinctions between individual bonds and bond funds, and what private practice optometrists need to consider when deciding between them. Whether you're aiming for stability, income, or long-term growth in your portfolio, understanding how these investment tools work can guide better financial decisions.In this episode, you'll learn:What a bond actually is and how it functionsThe key differences between owning individual bonds and investing in bond fundsThe pros and cons of each approachWhy “safety” in bonds can be misunderstoodHow market interest rates affect the value of your bonds or bond fundsWhen it may make sense to use one over the other in your financial planResources mentioned:Vanguard: Individual Bonds vs. Bond FundsVanguard: Taxable Bond Investing - Bond Fund vs. Individual BondsUS Treasury DirectS&P Dow Jones: The Hidden Costs of Retail Purchases in Investment Grade Municipal BondsA Wealth of Common Sense Blog: Owning Individual Bonds vs. A Bond FundRelated Episodes:Podcast Ep 58: Investing Fundamentals – Understanding Stocks, Bonds, Mutual Funds, and ETFsEp 134: The Case for Index Funds – Why Optometrists Should Embrace Passive InvestingStay Connected:Click here to Subscribe to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists.Have Questions? CLICK HERE to schedule a short introductory callThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1004 - Weekly Five: Nasdaq-100, Growth, 2 Semi's, Correlations

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jun 27, 2025 19:41


This week, we discuss new all-time highs from the Nasdaq-100, growth stocks, two semiconductors, and the decoupling of the international equity/crude oil relationship.

Moneyinside.ca – Финансовые подкасты для Канадцев
Сравнительный анализ между инвестициями: mutual funds, ETFs и segregated funds | 298

Moneyinside.ca – Финансовые подкасты для Канадцев

Play Episode Listen Later Jun 25, 2025 30:55


В данном подкасте мы обсудим детально разницу между mutual funds, ETFs и segregated funds. 1) Что такое Mutual Funds 2) Когда происходит продажа 3) Почему ликвидность у Segregated Funds очень низкая 4) Есть ли комиссия при покупке Segregated Funds 5) Банкротство компании и Segregated Funds 6) Можно ли переходить с одного ETF на другой 7) Лучшая защита от кредиторов 8) Что добавит головной боли наследникам (далее…) ————————————————- The content of this site and our podcasts are for information only. Everybody's financial situation is different and the thoughts we provide here may not be applicable to you. We can't be held responsible for the consequences if you pursue an unsuitable course of action. Сообщение Сравнительный анализ между инвестициями: mutual funds, ETFs и segregated funds | 298 появились сначала на Moneyinside.ca-самый популярный финансовый подкаст в Канаде!.

Moneycontrol Podcast
4663: Fresh controversy hits IndusInd, relief for Indian exporters amid West Asia truce & leading voices at Moneycontrol Mutual Fund Summit| MC Editor's Picks

Moneycontrol Podcast

Play Episode Listen Later Jun 24, 2025 5:18


From Moneycontrol Mutual Fund Summit, we spotlight the leading voices on industry trends and growth prospects. We also report on a possible fresh controversy at Indusind as a probe reveals microloan defaults. Meanwhile, a fragile truce in West Asia came as a relief for Indian exporters for whom the middle east is a major market. Also, in a welcome move, the government is planning to extend social security benefits to gig workers. Tune in for all this and more in today's edition of moneycontrol Editor's Picks.

White Coat Investor Podcast
MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds

White Coat Investor Podcast

Play Episode Listen Later Jun 23, 2025 28:53


Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much more. He shows us that even on a moderate income you can crush your financial goals. After the interview we will be talking about mutual funds for Finance 101. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://whitecoatinvestor.com/protuity today, by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones  Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1003 - Weekly Five Charts: Commodities, Defense Stocks, Large Cap Growth

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jun 20, 2025 20:54


This week, we discuss changes to our asset class rankings, gold, weakness from the US Dollar, defense stocks breaking out, and technical updates to large cap growth.

Canadian Wealth Secrets
The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan

Canadian Wealth Secrets

Play Episode Listen Later Jun 13, 2025 30:50


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 hereAre you trying to scale your real estate investments while navigating the complexities of day trading profits, corporate structures, and tax strategy?If you're building wealth through real estate and trading but feeling unsure about how to structure your finances for growth, this episode cuts through the noise. From managing income inside a Canadian corporation to optimizing your tax position and knowing when to use personal vs. business funds—this is a deep dive into smart, scalable investing.Here's what you'll walk away with:A clear understanding of how to structure active trading income for maximum reinvestment and minimum tax drag.Strategic guidance on when to keep properties in your personal name versus transferring to a Canadian corporation.Insights on using holding companies, shareholder loans, and even RRSPs to fund future real estate acquisitions—all while staying liquid and protected.Press play now to learn how to build a high-performance wealth strategy that supports both day trading and long-term real estate growth.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…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.Navigating the world of day trading and real estate is only the beginning for entrepreneurs looking to master wealth generation in Canada. True financial growth demands deep financial literacy and smart investment strategies that go beyond basic mutual funds and ETFs. From optimizing RRSP room and leveraging capital gains to understanding the nuances of salary vs dividends in Canada, it's essential to align your corporate structure with your long-term goals. Whether you're exploring alternative investments, managing property investments, or using the Smith Maneuver to maximize your mortgage, having a sound pReady to connect? Text us your comment including your phone number for a response!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.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1002 - This Week in 5 Charts: Rates, Mega Caps, EM, and Commodities

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jun 13, 2025 20:07


This week, we discuss recent chart updates for Ten Year Treasuries, Mega Cap US Stocks, Emerging Markets, Silver vs. Gold, and Crude Oil.

Do It Fuh Grantley
Ep. 43: Back to the Future

Do It Fuh Grantley

Play Episode Listen Later Jun 12, 2025 26:53


Our CEO & Chief Investment Officer, Peter Arender, and Fortress' Associate Portfolio Manager, Rashada Lopez, join us for the season 7 finale of Do It Fuh Grantley to discuss the state of financial markets and why we're confident to hold steady amidst the noise. The key lesson? Very good returns often come after times of market distress.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.

The Jeff Cavins Show (Your Catholic Bible Study Podcast)
Saints: The Spiritual Mutual Fund (Part 2)

The Jeff Cavins Show (Your Catholic Bible Study Podcast)

Play Episode Listen Later Jun 6, 2025 28:06


The saints are always eager to intercede for us, for they understand the struggles we experience on earth. Jeff encourages us to identify a group of saints who resonate most deeply with our needs and vocations. He shares his own 'posse' of saints, including St. Joseph, St. Augustine, St. Teresa of Calcutta, St. Francis, and St. John Paul II, and explains how each has significantly impacted his life. Snippet from the Show The saints have a fraternal concern for your weakness. Email us with comments or questions at thejeffcavinsshow@ascensionpress.com. Text “jeffcavins” to 33-777 to subscribe and get Jeff's shownotes delivered straight to your email! Or visit https://media.ascensionpress.com/?s=&page=2&category%5B0%5D=Ascension%20Podcasts&category%5B1%5D=The%20Jeff%20Cavins%20Show for full shownotes!

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1001 - 5 Charts of the Week: Dollar Drops and Stock Rallies

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jun 6, 2025 22:58


This week, discuss a breakdown from the US Dollar, rally highs for Poland, breadth in small caps, and near highs for the Nasdaq-100

Do It Fuh Grantley
Ep. 42: The Barbados Entrepreneurship Foundation's $20 Challenge

Do It Fuh Grantley

Play Episode Listen Later Jun 5, 2025 37:12


Inspired by her little sister, 15 year old Barbadian student Rayna Howell turned a $20 investment into a visionary hair care brand.The finalist in the 2025 Barbados Entrepreneurship Foundation's $20 Challenge shares her captivating story and reminds us all that it's never too early to develop financial literacy. Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

CISO Tradecraft
#235 - Grey is the New Black (with Ryan Gooler)

CISO Tradecraft

Play Episode Listen Later Jun 2, 2025 41:15 Transcription Available


Join G Mark Hardy at THOTCON in Chicago for an insightful podcast episode on building a successful cybersecurity career. Featuring guest Ryan Gooler, they discuss the non-linear paths to success, the value of mentorship, financial planning, and the importance of continuous learning and adapting. Learn how to navigate career transitions, embrace risks, and find joy in teaching and learning from others in the cybersecurity community. Transcripts: https://docs.google.com/document/d/1nsd61mkIWbmIL1qube0-cdqINsDujAVH    Chapters 00:00 Welcome to THOTCON: Meeting Amazing People 00:26 Introducing Ryan Gooler: A Journey into Cybersecurity 04:09 The Value of Mentorship in Cybersecurity 06:22 Career Management and Setting Goals 09:33 Financial Planning for Cybersecurity Professionals 16:40 Automating Finances and Smart Spending 21:25 Financial Sophistication and Mutual Funds 22:07 Automating Life Tasks 22:41 The Concept of a Finishing Stamp 24:17 Leadership and Delegation in the Navy 26:06 Building and Maintaining Culture 27:21 Surviving Toxic Environments 29:55 Taking Risks and Finding Joy 34:34 Advice for Cybersecurity Careers 39:01 The Importance of Teaching and Learning 40:29 Conclusion and Farewell

Saint Louis Real Estate Investor Magazine Podcasts
This Month in Real Estate Investing, May 2025 (Dominance, Collapse, Fraud Firestorms, & Powerplays)

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Jun 1, 2025 120:33


From explosive fraud cases to billion-dollar developments and a looming recession, May's TMIREI episode breaks down everything shaking the investor world, plus dramatic headlines from Missouri, Miami, Los Angeles, and beyond.See full article: https://www.unitedstatesrealestateinvestor.com/this-month-in-real-estate-investing-may-2025-dominance-collapse-fraud-firestorms-powerplays/(00:00) - Accelerated Capital Ad Read(01:29) - TMIREI Intro Begins(01:44) - Crystal Stranger Kicks Off as Guest Host(04:34) - Tapan Trivedi Introduced and Shares Data Insights(08:32) - Dave Seymour Discusses Transition From TV to Private Equity(14:51) - News Item 1: Recession Red Alert Discussion(23:56) - Market Fundamentals and Regional Recession Impact(28:24) - Inflation, Risk, and Long-Term Investing Strategies(34:47) - Mutual Funds, Retirement Planning, and Financial Education(44:20) - News Item 2: Alexander Brothers Face New Charges(46:47) - Dark Side of Wealth and Influence in Real Estate(53:46) - News Item 3: Developer Admits $13M Investment Fraud(58:53) - News Item 4: Missouri Eliminates Capital Gains Tax(01:03:20) - Break: Accelerated Capital Ad(01:04:43) - Insurance Prices and Market Affordability Issues(01:12:29) - Localized Insurance Costs and Microdata Insights(01:15:42) - News Item 5: Deed Fraud Scam Surges Nationwide(01:22:04) - Real Estate Fraud Horror Stories Shared(01:27:06) - News Item 6: LA Freezes Evictions and Rent Collections(01:33:26) - Natural Disasters and Opportunistic Investing(01:34:57) - News Item 7: $18M Oregon Fraud Case(01:37:02) - News Item 8: Worst Places to Live in Florida in 2025(01:41:38) - Break: Universe Media Publishing Ad(01:42:40) - News Item 9: Miami's $1.3B Saudi Mega-Project(01:50:04) - News Item 10: New Law Targets Foreign Land Buyers(01:58:39) - Final Thoughts and Guest Contact Info(02:01:04) - Show Close and Financial Freedom Sign-OffHosted by Crystal Stranger with guests Dave Seymour and Tapan Trivedi⁠Crystal Stranger⁠ — https://www.linkedin.com/in/crystal-stranger-jd-ea-ntpi-fellow-a574547/⁠Dave Seymour — https://www.freedomventure.com/Tapan Trivedi — https://wheretoinvest.io/#USREI #TMIREI #CrystalStranger #DaveSeymour #TapanTrivediSee more great content at https://www.unitedstatesrealestateinvestor.com/Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/5465193527115776

"Your Financial Future" with Nick Colarossi of NJC Investments 05/31/2025

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later May 31, 2025 59:50


Nvidia earnings this week confirm that AI Data Centers are growing at an extremely fast pace, we review some of the companies that may benefit from supplying power to AI Data Centers.  We also show you how you might invest in Elon Musk's private company, SpaceX, right now.  We finish up with three companies that are focused on faith-based investing and review their Mutual Funds and ETFs.

The Jeff Cavins Show (Your Catholic Bible Study Podcast)
Saints: The Spiritual Mutual Fund (Part 1)

The Jeff Cavins Show (Your Catholic Bible Study Podcast)

Play Episode Listen Later May 30, 2025 27:08


Do you have a relationships with the saints? In this two-part series, Jeff fouses on the concept of the 'communion of saints' and compares it to a 'spiritual mutual fund.' He explains the importance of the saints, their role in heaven, and how they intercede for us on Earth. With references to the Catechism and the teachings of St. John Paul II, Jeff delves into why the saints are essential along our faith journey. Snippet from the Show The Communion of Saints is a spiritual union of all the members of the Church. In Christ, we cannot be separated from each other. Email us with comments or questions at thejeffcavinsshow@ascensionpress.com. Text “jeffcavins” to 33-777 to subscribe and get Jeff's shownotes delivered straight to your email! Or visit https://media.ascensionpress.com/?s=&page=2&category%5B0%5D=Ascension%20Podcasts&category%5B1%5D=The%20Jeff%20Cavins%20Show for full shownotes!

Canadian Wealth Secrets
Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios

Canadian Wealth Secrets

Play Episode Listen Later May 30, 2025 24:24


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 hereWhat if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada?Many Canadians discover too late that cleaning up a poorly managed investment portfolio—especially one built over decades—can have huge unintended tax consequences. If you're trying to help aging parents with their wealth, or maybe nurse your portfolio back to life, you may be torn between doing what's “right” financially and avoiding costly tax mistakes. This episode unpacks a Canadian listener's real-life situation and the tough lessons it reveals for anyone navigating inherited or family wealth.You'll learn:Why “ripping the band-aid off” isn't always the smartest tax move—and what to consider before doing it.How phased selling and understanding tax brackets here in Canada can dramatically reduce capital gains liabilities.The key questions to ask before switching to low-fee ETFs or other “better” investments to ensure it's actually worth itPress play to learn how to protect more of your family's wealth by making smarter, more tax-efficient investment moves.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…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.Navigating parental investments and planning for your own future requires a deep understanding of smart investment strategies and tax efficiency. Whether you're shifting from high-fee mutual funds to low-cost ETFs, or managing the impact of capital gains, effective financial planning is key to optimizing both short-term returns and long-term security. In the context of wealth management for families and business owners, tools like phased selling, personal financial buckets, and the investment bucket strategy can enhance investmReady to connect? Text us your comment including your phone number for a response!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.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 1000 - Semis, Cap Weight, and Crude

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later May 30, 2025 19:39


This week, Miles and Joseph discuss improvement from semiconductors, a recent RS reversal for cap weighted stocks vs. equal weighted, and rangebound action from crude oil.

The Pete the Planner® Show
Understanding ETFs vs Mutual Funds

The Pete the Planner® Show

Play Episode Listen Later May 20, 2025 10:37


In today's CalmCast, we untangle three big ideas you need to understand right now: why ETFs are outpacing mutual funds, what “core inflation” actually means (and why the Fed cares more about it than you might think), and how distinguishing fixed from variable expenses can give you immediate power over your budget. We'll explain: The sneaky fees and tax quirks hiding in mutual funds What core inflation says about where the economy's really headed Why knowing the difference between a grocery bill and a rent check might just save your financial plan This episode is fast, practical, and built to calm the chaos in your money life.

Capitalmind Podcast
Are Mutual Funds only Sahi for the Middle Class?

Capitalmind Podcast

Play Episode Listen Later May 16, 2025 92:45


Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige of a fine dining experience aka Private Equity et al. In this episode, we take on the big question: Are mutual funds only for the salaried middle class, or is there a bigger story here? Deepak and Shray dive deep into the history and perception of mutual funds, from their once-exclusive status to becoming the go-to vehicle for SIPs and forced savings.  But why don't you hear family offices or the ultra-wealthy proudly boasting about their mutual fund holdings? We explore this through the lens of economic class distinctions (India A, B, and C) and unpack how perceptions of exclusivity and quality affect investment choices. Whether you're planning for retirement, your child's education, or just wondering if your portfolio is too “plain vanilla,” this is a conversation that will make you rethink how you view mutual funds. -- 0:00 – Intro 3:29 – Choosing Exclusivity Over Simplicity 7:34 – Volatility Laundering 20:32 – Liquidity in University Endowment Funds 31:49 – Alternative Investments 38:58 – Mutual Funds vs Other Investments 44:12 – Why not hire a personal fund manager? 48:04 – Advantages and Disadvantages of Mutual Funds 1:12:26 – Use cases for Mutual Funds 1:22:41 – Who are Mutual Funds not for? -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

MoneyWise on Oneplace.com
Stewardship Through Proxy Voting with Jerry Bowyer

MoneyWise on Oneplace.com

Play Episode Listen Later May 14, 2025 24:57


“Know well the condition of your flocks, and give attention to your herds, for riches do not last forever…” - Proverbs 27:23-24These days, our “flocks and herds” often look like stocks and mutual funds, not sheep and cattle. But the call to wise stewardship remains. One way we do that is through proxy voting. Jerry Bowyer joins us to explain how and why it matters.  Jerry Bowyer is the President of Bowyer Research and our Resident Economist here at Faith & Finance. He is the author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics.What Is Proxy Voting?Proxy voting is similar to civic voting. As a citizen, you vote in elections, attend town halls, and even influence legislation. As a shareholder in a company, if you own the stock directly, you have similar rights: to vote on proposals, ask questions, and even submit resolutions.But if you're invested through mutual funds or ETFs, you hand that vote over to someone else—often a fund manager or institution. And unless you know how they're voting, your values may not be represented at all.Many Christian ministries, nonprofits, and even pro-life organizations are unknowingly voting against their own missions. Why? Because they either don't engage in proxy voting or delegate it without vetting the recipient's values.How Can Investors Reclaim Their Voice?Proxy statements are often long, complex, and written in confusing legal language. For that reason, many advisors default to saying, “Just let the client decide,” rather than helping them engage meaningfully.Of course, that's not a good sign because if it's too complex for the advisor, it's definitely too complex for the client. Instead, we encourage advisors and Christian investors to partner with specialists, like Bowyer Research, who can help decode the process and ensure votes reflect biblical values.They offer audits to show investors how they've been voting—often to their shock. They've never done one where people weren't stunned by what they saw.Mutual Funds, ETFs, and the Challenge of Indirect OwnershipIf you're invested through mutual funds or ETFs, you're likely not voting directly. However, that doesn't mean you're powerless. Here are some things to keep in mind:You can request data on how your funds are voting. Bowyer Research tracks that. You can explore “direct indexing” solutions—an increasingly available strategy that allows you to own shares directly and reclaim your voting rights. You can ask your advisor questions. “How am I voting?” is a simple but powerful question. If your advisor can't answer it, that's a red flag.What You Can Do TodayAsk your advisor how your shares are being voted. If they don't know, press in.Get an audit of your proxy voting records through BowyerResearch.com.Talk to companies, not just about them. Change happens through engagement, not complaint.If you're an investor, advisor, or leader at a Christian ministry or nonprofit, don't let your investments work against your mission. Visit BowyerResearch.com to learn how to align your proxy voting with your values.On Today's Program, Rob Answers Listener Questions:I'm 27 and own 20 acres of land. Should I use the land as collateral for a house loan, or use my saved money to get a bigger loan and increase my land's equity?I opened a Roth IRA with National Life Group in 2013. It's past the surrender fee date, but it's not earning me much. I'll be 66 in July, and I'm single with no one to depend on. I also have another annuity with F and G that I'm not happy with. What should I do with these investments?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Bowyer ResearchWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
✅ How Sterling Stock Picker Helped Jaden Sterling Grow $70K to $1M Without Mutual Funds

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

Play Episode Listen Later May 1, 2025 22:16


Sterling Stock Picker founder Jaden Sterling shares how everyday investors can grow their wealth without relying on outdated strategies like mutual funds or index funds. In this episode, you'll learn how his AI-powered platform helps people pick value stocks, align investments with personal finance values, and outperform the market by over 50%.If you're searching for the best stock picking strategy, wondering whether mutual funds vs individual stocks is better, or want to build your own stock portfolio, this interview offers real answers. Jaden breaks down how to invest based on core values, use AI tools like Finley, and avoid Wall Street traps that often keep investors stuck. Whether you're a beginner investor, someone burned by the system, or a growth-minded wealth builder, this is the insight you've been looking for.

White Coat Investor Podcast
MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds

White Coat Investor Podcast

Play Episode Listen Later Apr 21, 2025 20:46


Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitrage can do. He has a fantastic income and a very low cost of living and those two things make a huge impact on finances. He has paid off almost all of his student loans and has saved for a down payment at the same time. His frugality, smart decisions, and hard work has made all of this possible. Using those skills will ensure that he will be financially independent in no time. After the interview we will talk about mutual funds for finance 101. Full disclosure, this is a sponsored promotion for Locumstory.com. But the weird thing here is there's nothing they're trying to sell you. Locumstory.com is simply a free, unbiased educational resource about locum tenens – it's not an agency. They simply exist to answer your questions about the how-to's of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at https://Locumstory.com. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter