Podcasts
Check out our podcasts for clear insights on everything from investing basics to advanced retirement strategies.
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Back to the Stock Market
This podcast is a pivot back to the stock market. I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts. This is a segue back into more detailed information on stock investing.
Interest Rates and the Federal Reserve
The impact the federal reserve has on our lives as it relates to being a consumer, investor and business owners. Focused on the Federal Funds Rate and the Discount Rate. Also, discussed how the interest rates hikes have impacted the stock market in 2022.
Bonds II (Bills And Notes)
This episode is a continuation of the Intro To Bonds podcast. Here I focus on the shorter-term debt instruments, Treasury Bills to Notes.
Intro To Bonds
What is a bond? Run through on the basics of a bond and how they work in the capital markets. Will follow through with real life examples as it relates to our current interest rate environment in the next episode.
Technical Trading II
Continuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock. Also, discussed sell targets.
Stock Picking - Intro To Technical Trading
Time in the market not timing the market - not necessarily true. In volatile markets there is money to be made with trading stocks. I will start discussing the use of different technical metrics to determine how to buy/sell a position.
Tying It All Together
Moving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.
Stock Analysis - Preferred Stock
Continuing with stock analysis. Income producing stocks - preferred stocks. How to pursue income on the equity (stock) side of the market.
Dividend Stocks - What Are Dividends? More Fundamentals
Continuation of stock fundamentals. Dividends - what are they, how do they work, and how to compare dividends between companies and industries. Equity Income Investing.
Stock Analysis - First Steps
This podcast is about using fundamental analysis. Earnings per share (EPS) and revenue number and P/E ratios. I will be introducing other metrics in following podcasts.
Start Preparing For The Next Up Swing In The Market - Doing Your Homework
Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.
Is It Time To Jump Back In The Markets?
Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.
Should I Hire a Financial Advisor/What is a Fiduciary?
In this podcast I cover - should I hire a Financial Advisor? What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors belong to.
I Bonds Explanation
Wanted to explain in detail what an I Bond is and how they work. Been getting alot of questions around these. This is an amendment to my Asset Allocation podcast
Asset Allocation and Market Volatility
This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?
Funds - Passive & Actively Managed Funds. What Do I Choose?
Description of the difference between actively and passively managed funds. Differences in cost and performance.
Mutual Funds and ETFs - What’s the Difference?
Description of a mutual fund and an Exchange Traded Fund. The differences and similarities.
Retirement and Investment Accounts
Retirement account review, back door and mega back door options. Also brokerage account introduction. Podcast number 2 in this series.
Retirement Basics and Introduction
Retirement Accounts for beginners and introduction for future episodes on investments and retirement.
Retirement and Investing Introduction
Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRA's). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions. Subsequent episodes will provide more detail on investing in general.