Podcasts about mutual funds

Professionally managed investment fund

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Best podcasts about mutual funds

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Latest podcast episodes about mutual funds

The Chris Hogan Show
Mutual Funds vs. Index Funds

The Chris Hogan Show

Play Episode Listen Later Oct 5, 2022 7:52


Listen to how ordinary people built extraordinary wealth - and how you can too. You'll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John Delony, George Kamel, & Kristina Ellis. Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy

Yadnya Investment Academy
Start Your Mutual Fund Analysis On This Page | Mutual Fund Monday | Gaurav Jain

Yadnya Investment Academy

Play Episode Listen Later Oct 4, 2022 13:10


Business Standard Podcast
TMS Ep273: Protectionism, bullish CEOs, gas prices, demat and trading a/c

Business Standard Podcast

Play Episode Listen Later Oct 4, 2022 23:54


As a response to a falling rupee and rising current account deficit, the government is reportedly mulling tariff hikes on non-essential imports. While no such decision has been made yet, it raises the question whether such import restrictions can achieve the desired results. Prime Minister Narendra Modi has espoused openness in trade, but a protectionist slant of the government has been evident over the past few years. But, does India Inc also favour protectionism?  While the government has been raising tariffs on different non-essential imports, India Inc sure has its justification to back the move. But the country continues to remain as a bright spot on the global economic map. That's the sentiment echoed by prominent global CEOs, international financial agencies and captains of Indian industry. We analyses the reasons driving the bullish sentiment and if it's in line with the situation on the ground. Coming to the markets, the government's 40 per cent spike in natural gas prices is likely to have a mixed impact across related-sectors. While the cost of producing fertilizers, power and ceramic tiles is expected to rise, analysts expect select upstream companies to benefit from the move. What are the sectoral impact of rise in gas-costs? Is the time is ripe for investors to redesign their portfolio? Cruising on your CNG car may hurt your pocket now. So does trading in the volatile equity market, if you can't time it right. But for that, you need a Demat account to hold and help trade your shares, bonds and Mutual Funds. And, there is another account, called the trading account. Let's find out more about the two accounts and their difference in this episode of the podcast.

Federal Employee Benefit Coordinators LLC
6 Keys to Understanding the NEW TSP Mutual Funds - Key #6

Federal Employee Benefit Coordinators LLC

Play Episode Listen Later Sep 30, 2022 18:53


With the new investment choices added to TSP, Elizabeth and her team at FEBC want to make sure you are equipped with information that takes the pressure off of decision making.All of this is available in a free eBook available from febcnow.com when you request "6 Keys to Understanding the NEW TSP Mutual Fund Window."Feel free to contact us:     Toll Free:  (833) 693-3388  or  Direct:  (918) 396-5171                                                         Elizabeth@FEBCnow.com                                                         http://www.febcnow.com

The Rob Berger Show
RBS 079: 3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto

The Rob Berger Show

Play Episode Listen Later Sep 30, 2022 18:49


Here are 3 of my favorite portfolio trackers, starting with Personal Capital--https://robberger.com/go/personal-cap...A portfolio tracker helps to manage multiple investment accounts, including retirement and taxable accounts, as well as HSAs. The best portfolio trackers are free or low cost, offer an easy user interface, and provide useful information about your portfolio.My favorite is Personal Capital. It's free, offers excellent tools to evaluate asset allocation, investment fees and retirement readiness. And its combination of charts and tables make understanding the data very easy. It tracks my dividends and interest. And while I don't own crypto, Personal Capital can track the value of digital tokens for those who own Bitcoin, Ether, and other coins.There are other options, of course. In this video I cover 3 of the better investment trackers. In the article linked to below, I go over 8 options.

Why Not Mint Money
Can you invest in short-duration debt mutual funds for long-term needs?

Why Not Mint Money

Play Episode Listen Later Sep 29, 2022 23:20


Mint's Satya Sontanam speak to Ravi Saraogi, CFA, Co-founder, Samasthiti Advisors to understand if taking a duration risk by investing in longer duration debt mutual funds helps in generating higher returns.

Lance Roberts' Real Investment Hour
Five Places to Put Cash (9/28/22)

Lance Roberts' Real Investment Hour

Play Episode Listen Later Sep 28, 2022 47:48


(9/28/22) The Bank of England caves to the risk of inciting market instability and resumes its quantitative easing program of bond purchases. Oil Prices may be poised to move higher; Millennials are making more trades than any other demographic; the problem of anchoring; there are benefits to holding cash; the genesis of mutual funds; 29% of Americans are withdrawing from savings for everyday expenses; survey of what women want: more financial security for their household. Five places to put cash, including paying off high-interest debt, money market accounts; pick two out of three: Liquidity, safety, or returns: That's what investors get; the problem with i-Bonds: Did you miss this opportunity? SEG-1: The Bank of England Blinks SEG-2: The Genesis of Mutual Funds & Benefits of Holding Cash SEG-3: What Women Want: Financial Security for Households SEG-4: Five Places to Put Cash Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=rWKhgoMPTpA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- Our Latest "Three Minutes on Markets & Money: Bank of England Blinks - Is the Fed Next?" is here: https://www.youtube.com/watch?v=PWJfRHcwQg4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Most-forecast Recession in History" https://www.youtube.com/watch?v=wQk8gpEJeeY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #QuantitativeEasing #Bankof England #CashHolding #MoneyMarket #Markets #Money #Investing

The Desi VC: Indian Venture Capital | Angel Investors | Startups | VC

Mukesh Kalra is the CEO of ET Money, one of India's fastest growing investment and wealth management platform with a total of over $3B worth of investments under management. Mukesh has over 15 years of experience in building businesses and products from scratch in the consumer internet and mobile advertising space. Prior to heading ET Money, he was one of the core members at InMobi and helped build it from concept into the world's largest independent mobile ad network. He then launched his own fintech firm, Moneysights, which was later acquired by Times Internet, and Times Group. In less than 5 years, ET Money has built a solid customer base of over 10 million users across 1400 cities. The platform has been a pioneer in building industry-first technical solutions like paperless video KYC for MF investments, and the country's first Aadhar-based SIP payment feature, amongst others.ET Money is simplifying the financial journey of new-age Indians by offering easy investment for different needs like Mutual Funds, National Pension System, and safer avenues like Fixed Deposits. In this episode we will cover:1. India: A macroeconomic outlook (3:38)2. Why has India fared better than any other markets affected by the global financial slowdown? (10:20)3. Lessons learned from black swan events (15:50)4. What did Mukesh excel at during black swan periods? (25:12)5. Thoughts on market manipulation in the context of content creators (42:06)6. Why must a founder constantly evolve their mental models (54:03)7. The vision for Indian fintech in the coming years (1:05:28). . . Social links:Mukesh Kalra on Twitter: https://twitter.com/kalramukeshPodcast on Twitter: https://twitter.com/thedesi_vcAkash Bhat on Twitter: https://twitter.com/bhatvakashPodcast on Instagram: https://instagram.com/thedesivcAkash Bhat on Instagram: https://instagram.com/bhatvakash

Federal Employee Benefit Coordinators LLC
6 Keys to Understanding the NEW TSP Mutual Funds - Key #5

Federal Employee Benefit Coordinators LLC

Play Episode Listen Later Sep 23, 2022 19:10


With the new investment choices added to TSP, Elizabeth and her team at FEBC  want to make sure you are equipped with information that takes the pressure off of decision making.All of this is available in a free eBook available from febcnow.com when you request "6 Keys to Understanding the NEW TSP Mutual Fund Window."Feel free to contact us:     Toll Free:  (833) 693-3388  or  Direct:  (918) 396-5171                                                         Elizabeth@FEBCnow.com                                                         http://www.febcnow.com

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 874 - Damage Assessment

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 23, 2022 15:57


Scaling UP! H2O
270 Pinks and Blues: Basic Finance

Scaling UP! H2O

Play Episode Listen Later Sep 23, 2022 48:34


Let's talk about money. Not many people know about finance because it is daunting. When I was just a little boy, my grandfather introduced me to stocks and investments, and that opened the door to my interest in finance and learning how to make my money work for me.  In today's Pinks and Blues, I am going to talk about why you should take advantage of company-sponsored retirement accounts, how to get your money to work for you, and where you should put your money to make it grow.  I'm answering your questions about the basics of finance, and if you have more questions, drop the Scaling UP! H2O team a comment, and we might make another episode for you in the future. Bottom line: Trace Blackmore is answering listener questions about Basic Finance in today's Pinks and Blues so our listeners can make better financial decisions. Your roadside friend, as you travel from client to client.  -Trace    Timestamps:  I'm at AWT and Upcoming Events for Water Treatment Professionals [01:31] Women of Water (WOW) [3:30] Thinking On Water With James [09:13] Working hard for your money and getting that money to work for you [15:11] Taking advantage of your company-sponsored retirement account AKA Free Money [19:03] Understanding compound interest [24:02]  Equity, Creating a Budget, Capital Gains Taxes, and Credit Card Debt 101 [26:55]  Growing your money with Stocks, Systematic Investing, Dollar-Cost Averaging, Fund Managers, and Mutual Funds  [29:57] Making money by loaning your money to someone else with Corporate Bonds, and Muni or Municipal Bonds [38:38] Doubling our money using The Rule of 72 [43:15]   Thinking On Water With James:  In this week's episode, we're thinking about cooling tower side stream filtration. When and why would you recommend sidestream filtration for a cooling tower system? What are the benefits? What types of filters are available? Which should you choose? How big of a filter do you need? Why filter a sidestream instead of full stream? Does the filter have a waste stream, and where does it go? Take this week to think about cooling tower side stream filtration and what it means to the cooling systems you manage.    Quotes: “Every woman I know in the water treatment industry is wildly successful. Every single one of them.”  - Trace Blackmore “You work hard, your money should work as hard as you do.” - Trace Blackmore “Now that I am older, I have more freedom to make more choices because of the choices I made when I was younger.” - Trace Blackmore “Q: How can money work for you? A: Own it or loan it.” - Trace Blackmore “When you buy a bond, you are buying someone else's debt.” - Trace Blackmore “When you pay yourself first, it will totally change the options that you have as you live your life.” - Trace Blackmore   Connect with Scaling UP! H2O: Email: corrine@blackmore-enterprises.com (podcast producer) Submit a show idea: Submit a Show Idea Trace Blackmore on LinkedIn: in/traceblackmore/ Scaling UP! H2O on Facebook: @H2OScalingUP Scaling UP! H2O on YouTube: ScalingUpH2o.com/YouTube   Links Mentioned:  Women of Water (WOW)  185 The One Where We Talk About How To Make Your Money Work For You  Dave Ramsey Financial Peace University  How To Invest With Dollar-Cost Averaging The Rising Tide Mastermind Submit a Show Idea AWT (Association of Water Technologies)   Events:  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE or using the dropdown menu.  

Providence Financial Retirement Show!
Too Much Money in the Market Q&A

Providence Financial Retirement Show!

Play Episode Listen Later Sep 22, 2022 14:20


"How much money is it safe to have invested in stocks if I'm within earshot of retirement?" In our latest podcast, we tackle this question, plus two other similar ones. Listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

The Retirement and IRA Show
Mutual Funds and The Investment Advisers Act of 1940: EDU #2238

The Retirement and IRA Show

Play Episode Listen Later Sep 21, 2022 70:22 Very Popular


Jim and Chris sit down to discuss a Wall Street Journal article surrounding the topic of mutual funds and the Investment Advisers Act of 1940. The post Mutual Funds and The Investment Advisers Act of 1940: EDU #2238 appeared first on The Retirement and IRA Show.

The Chris Miles Money Show
Are Stocks Or Real Estate the Best Investment | 645

The Chris Miles Money Show

Play Episode Listen Later Sep 21, 2022 26:00


There has been a long-standing debate regarding stocks and real estate about which investment is best. Which one has the higher return? Which one creates the best income and lifestyle? Is there a reason to do both? In this episode, Chris Miles digs into the numbers to settle the debate once and for all!

South Carolina Business Review
ETFs vs mutual funds

South Carolina Business Review

Play Episode Listen Later Sep 20, 2022 5:28


Exchange traded funds or ETFs have gained tremendously in popularity over the past ten years with many investors preferring them over regular mutual funds. So how do either of these fit into your overall financial plan? Mike Switzer interviews Rick Van Der Noord, a certified financial planner in Greenville, SC.

Paisa Vaisa
Decoding the Investment Market with Mahindra Manulife Mutual Fund

Paisa Vaisa

Play Episode Listen Later Sep 19, 2022 24:48


On this episode of #PaisaVaisa, Anupam talks to Anthony Heredia- MD and CEO of Mahinda Manulife Mutual Fund. Anthony shares the Journey of Mahinda Mutual fund, how they have built a customer-friendly, billion-dollar business over the years, and the changing landscape of the investment sector. They further predict what the future holds in terms of stocks, equity, debt and mutual fund investments!About the ShowPaisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!You can know more about Mahinda Manulife Mutual Fund on:Website: www.mahindramanulife.comYou can find Anthony Heredia onLinkedIn: linkedin.com/in/anthonyherediaTwitter: https://twitter.com/anthonyhere1972Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at https://www.ivmpodcasts.com/

Federal Employee Benefit Coordinators LLC
6 Keys to Understanding the NEW TSP Mutual Funds - Key #4

Federal Employee Benefit Coordinators LLC

Play Episode Listen Later Sep 16, 2022 25:53


Added offense for calm markets and extra defense for volatile markets.  There are critical terms you need to know as a Federal or Postal Employee.  These are brand new terms that will equip you to make the best decisions inside your TSP.  Learn more as Elizabeth shares the last parts from the free eBook in the "6 Keys to Understanding the NEW TSP Mutual Fund Window".  This book is available at www.FEBCnow.com. Feel free to contact us:     Toll Free:  (833) 693-3388  or  Direct:  (918) 396-5171                                                         Elizabeth@FEBCnow.com                                                         http://www.febcnow.com

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 873 - Talking Tactical with Katie Stockton

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 16, 2022 25:04


This week, David Clark is joined by Katie Stockton, Founder and Managing Partner at Fairlead Strategies. Katie shares about her career path, roots with Dorsey Wright, and thoughts on the equity market.

Standard Deviations
Morgan Housel - The Psychology of Money (Your Questions Answered)

Standard Deviations

Play Episode Listen Later Sep 15, 2022 49:47


Tune in to hear:- Which of the ideas from ‘The Psychology of Money' does Morgan find most useful in his own life? If he had to re-release the book today, what would he change about it or omit from the book?- What did Morgan expect readers to takeaway from the book and how does that contrast with the feedback he has received from readers?- How applicable does Morgan feel the lessons from his book are across cultures?- What's the best conversation that Morgan has ever had about money and with whom?- How does Morgan like to instruct his kids about money?- How does Morgan like to filter the information that he uses in his writing and what are his most commonly used mental models for understanding his world around him?- When is Morgan's new book coming out and what is it about?https://twitter.com/morganhouselCompliance Code: 1617-OAS-9/7/2022

Financial Grownup with Bobbi Rebell
A grownup conversation about ETF's vs. Mutual Funds with TOAMS Financial's Mario Payne

Financial Grownup with Bobbi Rebell

Play Episode Listen Later Sep 13, 2022 22:12


Bobbi and Mario discuss the pro's and cons of Exchange Traded Funds and Mutual Funds, including the dangerous and potentially very expensive red flags grownups need to know about before they invest. For more information, visit the show notes at https://www.bobbirebell.com/podcast/mariopayne

Federal Employee Benefit Coordinators LLC
6 Keys to Understanding the NEW TSP Mutual Funds - Key #3

Federal Employee Benefit Coordinators LLC

Play Episode Listen Later Sep 9, 2022 21:19


Transfer the maximum amount to the window.  Why would you want to do that?  Inside the new eBook, it explains the "Why".  Request your copy of this free eBook titled "6 Keys to Understanding the NEW TSP Mutual Fund Window" at www.FEBCnow.com.Feel free to contact us:     Toll Free:  (833) 693-3388  or  Direct:  (918) 396-5171                                                         Elizabeth@FEBCnow.com                                                         http://www.febcnow.com

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 872 - The Value vs Growth Debate

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 9, 2022 16:33


This week, Joseph Tuzzolo joins Will Gibson to discuss the recent value/growth battle and make a case for why interest rate volatility is key to watch going forward.

Advertising Is Dead
HDFC Investverse E1: Preparing to be Unprepared ft. Varun Duggirala

Advertising Is Dead

Play Episode Listen Later Sep 8, 2022 16:38


As an entrepreneur, it's very important to understand and learn how to manage your finances so you can better plan for your as well as your business's future. In the very first episode of Investverse, an investor education initiative by HDFC Mutual Fund, our host, Anupam Gupta will be joined by Varun Duggirala, who is an entrepreneur at heart and the co-founder of The Glitch. They will discuss Varun's learning as an entrepreneur on managing finances, creating contingency funds and so much more. Follow HDFC MF on all platforms - HDFC Mutual Fund (@hdfcmf) • Instagram photos and videos @hdfcmf / Twitter https://www.facebook.com/hdfcmutualfund/?ref=pages_you_manage https://www.linkedin.com/company/hdfc-mutual-fund/ Follow Varun Duggirala on all platforms - Varun Duggirala (@varunduggi) • Instagram photos and videos Varun Duggirala (@varunduggi) / Twitter (1) Varun Duggirala | LinkedIn Follow our host Anupam Gupta on all platforms - Anupam Gupta (@b_50) • Instagram photos and videos Anupam Gupta (@b50) / Twitter (1) Anupam Gupta | LinkedIn You can check out this show on the IVM Podcasts website and app, or wherever else you get your podcasts from This is an Investor Education Initiative by HDFC Mutual Fund For KYC, change of address, investor complaints redressal, etc. visit, https://www.hdfcfund.com/information/key-know-how Mutual Fund Investments are subject to market risks, read all scheme-related documents carefully.

The Chris Miles Money Show
Are 401k's The Best Way To Save For Retirement? | 641

The Chris Miles Money Show

Play Episode Listen Later Sep 7, 2022 27:00


For Americans, a 401k is the go-to for retirement savings. But has it worked? Do you really get a 50-100% return from your employer's match? Is a 401k a big hoax? Is there something better? Chris Miles digs into the math and the myth behind the match. He also shares an alternative that could provide AT LEAST 3-5 times BETTER retirement income than a 401k despite losing the 100% match from your employer.

Rob Black and Your Money - Radio
The Best Of The Rob Black Show #4- EP Wealth Special

Rob Black and Your Money - Radio

Play Episode Listen Later Sep 5, 2022 49:24


The Rob Black Show Best Of Featuring  Chad Burton CFP EP Wealth, ETFs, Mutual Funds, Retirement, Wealth Management, Netflix, HBO

The Life-Changing, Earth-Saving Capsule Kitchen Podcast

Recently, we discovered that we might accidentally be investing in companies that do not align with our values. Maybe you don't invest. Maybe you've been investing for years and are satisfied with your results. Maybe you don't have funds to invest or know where to start. Or, perhaps you're like us. You want ensure your investments support our planet's future. Our challenge? We didn't know where to start until we sat down with Alejandro Fritz, co-founder and CEO of FLIT Invest. We discuss Where you could be unknowingly investing in fossil fuels. How much you need to start investing and where to start. Without investing, how to make your money work for your causes. Why even ESG investing (using environmental, social, and governance factors to evaluate how far advanced they are with sustainability) may not be support your goals. An innovative strategy for placing climate supporters in key company roles. Some helpful resources from Alejandro: FLIT Invest Website Instagram (Sustainable/Impact) Investing 101: FLIT Invest Blog Morning Brew guide ShareScoops newsletter Resource to see what you're invested in: https://www.asyousow.org/invest-your-values/ - You can screen your existing investments in ETFs and Mutual Funds (including retirement plan ones) and see how they stack up across various metrics https://fossilfreefunds.org/ - Fossil fuel score on your ETF and Mutual Fund investments Banks and their climate impact: https://www.bankingonclimatechaos.org/

Federal Employee Benefit Coordinators LLC
6 Keys to Understanding the NEW TSP Mutual Funds - Key #2

Federal Employee Benefit Coordinators LLC

Play Episode Listen Later Sep 2, 2022 30:26


Over 5,000 Mutual Funds have been added to the TSP.  With these new investment choices, Elizabeth and her team at FEBC want to make sure you are equipped with information that takes the pressure off of decision making.  This information is taken from a free eBook titled "6 Keys to Understanding the New TSP Mutual Fund Window" available from www.FEBCnow.com.Feel free to contact us:     Toll Free:  (833) 693-3388  or  Direct:  (918) 396-5171                                                         Elizabeth@FEBCnow.com                                                         http://www.febcnow.com

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 871 - Markets and Momentum with PM John Lewis

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 2, 2022 18:27


This week, Senior Portfolio Manager John Lewis joins Ian to provide his perspective on the market. He also discusses the underperformance of the momentum factor and what to look toward in the final stretch of the year.

Your Business Your Wealth
248 - Is Your Mutual Fund Manager Doing This?

Your Business Your Wealth

Play Episode Listen Later Aug 31, 2022 25:32


For full show notes visit: https://sfgway.com/248 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com 2022 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

Cash Daddies With Sam Tripoli, Howie Dewey and Chris Neff
Cash Daddies #104: "Rockin' in a Down Market" with John Bush

Cash Daddies With Sam Tripoli, Howie Dewey and Chris Neff

Play Episode Listen Later Aug 31, 2022 54:17


This week the guys welcome John Bush of the Live Free Academy and the Freedom Cell Network to discuss the future of crypto, and how best to integrate it into your investment portfolio. Copy James at www.copymycrypto.com/sam! Check out the free webinar John Bush mentioned at this link:  https://livefree.academy/op/build-wealth-opt-out/?ref=118 Visit https://www.patreon.com/cashdaddies to subscribe to the Cash Daddies Patreon. Cash Daddies on social media: https://lnk.bio/d1sj/

Investing Insights
Stock and Short-Term Bond Fund Picks

Investing Insights

Play Episode Listen Later Aug 26, 2022 19:43 Very Popular


In this week's podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market. 

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 870 - Market Overview with Special Guest Craig Johnson

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Aug 26, 2022 24:42


This week, Will is joined by industry veteran Craig Johnson, Chief Market Technician at Piper Sandler. During the discussion, Craig shares about his career path, how he looks at the market, and why his indicators make him a lonely individual on Wall Street right now.

The Investing for Beginners Podcast - Your Path to Financial Freedom
IFB236: Differences Between ETFs and Mutual Funds, and Investing in Companies Beyond Their Fair Value

The Investing for Beginners Podcast - Your Path to Financial Freedom

Play Episode Listen Later Aug 25, 2022 34:18 Very Popular


Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: The differences between investing in mutual funds and ETFs Why we advocate for investing in individual stocks How to deal with dollar cost averaging into a company that has grown beyond its fair value How to start building your […] The post IFB236: Differences Between ETFs and Mutual Funds, and Investing in Companies Beyond Their Fair Value appeared first on Investing for Beginners 101.

Payback Time
S2E27 - Jenny Jones - Stocks vs Mutual Funds vs Dividends

Payback Time

Play Episode Listen Later Aug 23, 2022 42:05


Payback Time Podcast Payback Time is a podcast for investors. The goal of this podcast is to help make investing approachable and easy to understand. We will interview beginner and experienced investors and ask them to share stories on how they got started, what challenges they faced, what mistakes they made, and what strategy works for them today. The overall objective is to provide you with a roadmap that helps you become a better investor. Jenny Jones Which is best? Investing in stocks, mutual funds, or dividends? That all depends on your goals and we break that down in this episode. Please welcome Jenny Jones. key timecodes (00:52 ) - Background history (04:33) - The experiences that led him to be a financial advisor (05:23) - His investing journey (06:49) - What type of funds did he start investing in (12:30) - What dollar amount did he start investing with? (13:53) - What is his investment strategy today? (15:16) - His recent approach to real state and retirement advisor business (18:30) - A different strategy for younger people who are focused on the retirement savings (21:50) - How you can use TYKR on both cases to help you make the best investment decisions (26:10) - What is his biggest investment success? (28:08) - His real estate flipping strategy (32:27) - What is his biggest investment mistake? (30:12) - The importance of the support network in this business model (39:05) - Guest contacts

Paisa Vaisa
Rule-Based Active Investing with NJ Mutual Fund

Paisa Vaisa

Play Episode Listen Later Aug 22, 2022 28:33


One of the oldest financial management groups, NJ Asset Management comes to #PaisaVaisa. On this episode, Anupam talks to Rajiv Shastri, Director & CEO of NJ Mutual Funds. They discuss Direct vs Regular Investing, Active vs Passive Investing in Mutual Funds, and the risks and rewards of each.They further explore the NJ's Rule-based investing method and the growth of asset allocation, debt and equity on this episode of Paisa Vaisa!About the ShowPaisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!You can know more about NJ Asset Management on:Website: https://njpms.in/You can find Rajiv Shastri on LinkedIn and TwitterGet in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at https://www.ivmpodcasts.com/

Talking Real Money
Who Shot Crypto?

Talking Real Money

Play Episode Listen Later Aug 17, 2022 23:33


Taken from the pages of New York magazine, Don shares the tale of two hot-shot "kids" whose greed nearly killed cryptocurrencies. If you haven't heard of Three Arrows Capital before, you will soon. This is an incredible story of greed gone wild and how it can destroy investors fortunes (again).Plus, a caller wonders if his income allows for IRA contributions.

Talking Real Money
Famously Bad Advice

Talking Real Money

Play Episode Listen Later Aug 16, 2022 36:15


Tom's all alone again and discusses the foolishness of taking celebrity investing advice. The he takes questions on:The best places to invest for stability?Which is better: Roth or traditional 401k?How to get started with a 529 education plan?When should you start taking Social Security?

Talking Real Money
Reacting to News

Talking Real Money

Play Episode Listen Later Aug 15, 2022 33:17 Very Popular


Tom's on duty as Don takes his final vacation of the summer. In this episode, Tom discusses the silly idea of making investment decisions based on the news and what you should do instead. He also shares the recent movement of various securities.Then he takes your questions:Should investors have short, intermediate, and long-term bond buckets?Do Oppenheimer and Ameriprise act as fiduciaries?How can mutual fund shares be split among heirs?  

EXPANDED Podcast with Lacy Phillips
Ep. 211 - How To Create Financial Freedom Part 2

EXPANDED Podcast with Lacy Phillips

Play Episode Listen Later Aug 12, 2022 78:46 Very Popular


Part 2 of our round table conversation on Financial Freedom is here! Grace, Lacy, Jessica and special guest– financial advisor, Melissa Abbott (Grace's mom!) – continue the discussion around the current financial landscape, investing, manifesting abundance, getting out of debt and the energetics of lack mentality. Walk away with concrete tips on investing, retirement and savings– plus, get an inside look at Lacy's personal investment and real estate journey. We're all in this together, so we've created a special thread in the community group where we can keep each other accountable and share resources. After you listen, comment one action step that you are going to take this month to become more financially aligned!Missed Part 1? Go back and listen to episode 208! Find the Complete Show Notes Here -> https://tobemagnetic.com/expanded-podcast In This Episode We Talk About:Part 2 of our roundtable conversation about how to create financial freedom!Concrete tips on investing, retirement and savingsHow to get started in the stock market and maintain consistencyManifesting abundance and authenticity!Advice from Grace's mom and financial advisor Melissa AbbottMutual funds vs. ETFs, Roth vs. Traditional IRA accountsThe importance of living below your means and getting out of debtEnergetics of lack mentalityLacy's personal investment journey!How she bought her first property and gained profits from itFinding and focusing on your true passionHow to build passive income through real estate Resources: Text Us: +1-213-423-5226 - (texting is only for US, Canada, & Puerto Rico)Alexis Smart x TBM EXPANDED Flower RemedyTBM Manifestation Journal - NEW DROP AVAILABLE NOWTBM Coaching Sale is now live for the Month of August! Take $100 off with code SUMMER100In The Episode:Bon Charge - 15% off with code MAGNETICBlue Light Blocking Glasses ComputerBlue Light Blocking Glasses EveningBlue Light Blocking Clip LightBlue Light Blocking Lamp Expanded Ep 72 x Andy Mant of BLUbloxExpanded Ep. 36 x Andy Mant BLUbloxBeekeeper's Naturals - 25% off your purchase with code TBMB.Powered Super Food HoneyB.Better Cough SyrupB.Fueled Bee PollenExpanded Ep. 137 x Carly Stein of Beekeeper's Naturals Unblocked MoneyAuthentic Money Code Unblocked DI Expanded x Ep. 89: Ramit Sethi on Navigating Finances During Challenging Times Part 1Expanded x Ep. 96: Ramit Sethi on Creating Your Rich Life Part 2Ramit Sethi - I Will Teach You To Be Rich (Book)Robert Kiyosaki - Rich Dad Poor Dad (Book)Expanded x Ep. 208 - How To Create Financial Freedom Part 1 with Lacy, Jessica & GraceExpanded x Ep. 175 - Learn Your Manifestation PatterningExpanded x Ep. 157 - Best In Class: MoneyVanguardYahoo FinanceRobin Hood AppMrs. Dow JonesMint App Where To Find Us!@tobemagnetic@jessicaashleygill@agraceabbott@xoamandablairDisclaimer - This podcast is for entertainment purposes only and is not meant to be taken as direct financial advice. Please consult your own financial advisor and do your own research before making any financial decisions.Our Offerings:Looking To Start Your Membership? - Use code EXPANDED for $20 off your first month of The Pathway or $20 off any a la carte workshop.A La Carte - Not ready for a membership? Try an individual workshop with 3 months of access.The Basics Bundle - How To Manifest, Unblocked Inner Child & Unblocked ShadowUnblocked Inner Child Unblocked Shadow The Love Bundle - Unblocked Love & Relationships Reflection Mini-WorkshopUnblocked MoneyThe Pathway - 12-month all-access membership includes ALL of our a la cartes + more!How To Manifest, Unblocked Inner Child, Unblocked Shadow, The Love Bundle, Unblocked Money+ The Daily Practice includes our Deep Imagining Library with over 18+ DIs+ Unblocked Boundaries + Unblocked Full Moon+ Uplevel - 3 in 1 includes Rut, Rock Bottom & Next Level workshops+ Monthly Supported Class+ Community Group to connect with fellow manifestors+ Automatic access to any new offering or DI that becomes available as well! Free Offerings to Get You StartedThe MotivationFree Clarity Exercise - Journal prompt + 1 Deep ImaginingExpanded Podcast - Manifestation 101  SubmitSubmit to Be a Process Guest  

Talking Real Money
Bad Brokers Sell Insurance

Talking Real Money

Play Episode Listen Later Aug 10, 2022 35:44


A recent study shows that brokers with a disciplinary history tend to go into the insurance industry. We explain what a "35% bonus" on a complex annuity product really means. Has an insurance agent ever disclosed the total commission paid on annuity products. Then, the callers keep us in the insurance product groove with questions about:The value of a universal life policy for savings.Does it make sense to move a 401k into an annuity?Does it make sense to convert a pension payout to an immediate annuity? 

Talking Real Money
Essentials Ignorance

Talking Real Money

Play Episode Listen Later Aug 8, 2022 33:56


A study shows that a large percentage of Americans don't understand stocks. Then, we hear from a bunch of listeners:Is an advisor likely making a decent suggestions?Does it makes sense to extend a "target date" to make a portfolio more aggressive?A "friend" suggests moving a government deferred compensation plan to his brokerage firm.Is his fiduciary charging extra fees?   

Talking Real Money
Friday Means Questions

Talking Real Money

Play Episode Listen Later Aug 5, 2022 32:48 Very Popular


Don's taking your questions again:What does it take to sell an RTF?In which funds can money from VT be parked to avoid wash sale rule?What's the story of JEPI (a complex ETF from JP Morgan)?Are ETFs an better deal than Fidelity's Zero funds?In which ETFs should rebalanced assets be invested?Should retiring wife keep her money with Empower?