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In this episode we talk about real life with Darth and how real life and money are intertwined. This is part two of our conversation and a snapshot of future episodes.
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In this episode we have a great investing and personal finance conversation with a member of Gen Z who is smashing it, Preston.
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Saknas det avsnitt?
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As an investor we all make a mistake, a blunder wondering why we bought something or sold it too soon. This remorse and regret is natural.
In this episode I share 10 of the worst investment mistakes in recent history. Many of these mistakes were made by legendary investors or large companies. Most of them survived, learned and thrived after their mistake. The most important thing when you make a mistake is what did you learn from it.
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We have all heard of evaluating a stock based on its dividend yield. But have you heard of shareholder yield? In this episode we walk through through merits of using the shareholder yield metric and how to screen individual stocks.
I share a portfolio update for August and what I am looking at in September.
Shareholder Yield Background
https://www.google.com/search?client=safari&rls=en&q=what+is+shareholder+yield&ie=UTF-8&oe=UTF-8
Shareholder Yield ETF
https://www.morningstar.com/etfs/bats/syld/quote
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This episode is a primer in preparing for the possible sunsetting of the 2017 Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Having a tax planning roadmap aligned with possible changes is important as taxes are the biggest expense in most budgets. Having two tax years to plan for changes can save you significant money long term
Reference of Possible Changes
https://www.pnc.com/insights/wealth-management/markets-economy/2026-tax-law-changes-prepare-for-TCJA-provisions-to-sunset.html
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I asked X and Listeners what stocks they see as a value. In this episode I share their ideas offer my thoughts and share why I avoided buying a stock at a bargain after researching.
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We have all seen them. Headlines and articles mentioning the alarming rate of consumer debt. If you are in debt it can feel crippling and isolating.
In this episode I share a way forward. We go beyond just the headlines and statistics. Listen and pass this along to someone in debt, the tips I share will help.
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Listen in on some clever money saving tips from our audience.
Thanks to all the contributors that took time to share their ideas.
Get the official Money Happy Hour Coffee Mug, created by listener, Mike Sharpe
https://www.ebay.com/itm/326204425620
Introducing The Money Toolkit Newsletter
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In this episode I cover the importance of having conviction in the holdings you own...especially when the market has increased volatility. I share several tools you can use to assess conviction in your portfolios holdings. I used these same tools to gauge my conviction which led to me selling my first stock in 2,558 days. Locked in a 100% gain and avoided a 20% selloff.
We'll also look at the Radish Portfolio and recap July and a look ahead to August
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The Wealth Effect is a belief that the wealthier a person a paper is on paper the more money they spend. Economists debate this but most agree that we will spend more money in our pocket when we have made money on paper. This is not necessarily a bad thing in itself just something to be aware of.
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In this episode we are treated to a conversation with CFA, Manish Jain. Manish shares practical wisdom along with his early age rooting with practical investing principals.
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X @makeitjain_
App: @Meziapp
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An uplifting conversation with an uplifting person, Coach Rolfes. Coach Rolfes shares stories of adversity and how he is using it for prosperity. As a football coach he helped develop his players on and off the field, as a teacher he is preparing his students for the financial battleground of life teaching Personal Finance.
Coach has a great message on how Faith, Family, and Finances apply in his daily walk.
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X: @CoachRolfes
YouTube: https://www.youtube.com/@CoachRolfes_
Online: https://coachrolfes.carrd.co/
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Individual investors as a group historically perform underlying broad indexes over extended periods of time. Why is that?
In this episode I list several reasons individual investors have to overcome in attempting to just meet the return of an index. If you feel confident you can master them all over an extended period of time, then long term investing is not for you. If you don't feel confident staying invested in quality is often your best bet.
To inspire you I share real investor testimony. Over 200 investors shared their longest owned position and how long. Some amazing examples.
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For two years investing has been easy..own big tech and go home. Eventually this will be less pronounced. Is your portfolio ready for sector rotation?
The S&P 500 is comprised of 10 sectors. In this episode I review how sector performance has rotated since 2009. I provide an actionable proactive approach you can implement to "stress test" your portfolio based on sector concentration.
Sector Rotation Chart (2009 - Current)
https://novelinvestor.com/sector-performance/
Introducing The Money Toolkit Newsletter
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It's midyear and time for your personal financial checkup. How are you doing against the goals at new year? In this episode I share 6 actionable ideas you can utilize for your midyear personal finance checkup or anytime of the year
One idea saved me $1080 this year
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The multiyear cycle of rising food prices has been, pun intended...eating up consumers and investors. In this episode I share thoughts on how this is playing out and what it means for investors in restaurant stocks, and who winners and losers will be.
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When I worked in Financial Services I was restricted on where I could hold a brokerage account. Now that I am no longer in the industry I am free to invest where I want, in what I want and when.
In this episode I cover why I landed on Robinhood and continue to move more of my money to their platform. After using Robinhood for over a year I present a full list of criteria for you to make an informed decision if you are considering Robinhood or really any brokerage
If you consider the HOOD here is my referral link... use it and we both get free stock
https://join.robinhood.com/tomh899
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In this episode we meet with Cam Marzi from Rogue Advisors. Cam shares his financial career journey and provides a refreshing take on the role financial planners play serving clients.
Cam also talks through the considerations of using Target Date Funds and how to optimize returns
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X: @Invested_In_You
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In November 2023 I started buying CAVA stock, kept buying and will continue to do so as long as my thesis remains supported. Cava has since more than tripled since my initial purchase
This episode is not a buy recommendation or suggestion to add to your portfolio. That would be irresponsible of me. I don't know you, your portfolio or goals.
It is instead a detail of why I have selected this as one of the 13 stocks I plan to hold long term, my selection process and broader approach on investing. Notice the I'M is capitalized in the title..there is no reference to you.
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Roaring Kitty has taken the market by storm once again
What is a Pump and Dump?
In this episode I break down examples of pump and dump schemes, provide the telltale characteristics that virtually all pump and dumps possess and tie it back to an obscure reference to baseball.
After listening to this episode you will walk away with a better comprehension of how to handle "flash in the pan" investing crusades.
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- Visa fler