Unless you’re a CPA, you probably don’t like to think about taxes, but after listening to this episode with Bill Sweet, you just might. Bill is the CFO and resident tax expert at Ritholtz Wealth Management, one of the fastest growing RIA’s in the country, and he is the perfect guest to make taxes interesting. I asked Bill to join…
iTunes Episode 010: Grind, Grind, Grind Show Notes: The Irrelevant Investor: The Scapegoat Morgan Housel: Natural Maniacs Physician on Fire: Money Is Everything The Belle Curve: Fighting Over Money Morningstar: How To Blend Work And Retirement The Reformed Broker: What People Will Pay For Morgan Housel: Six Question For Brent Beshore Dr. Daniel Crosby: You Will Never Regret Your Vacation…
Week In Review Articles: The WSJ: Turkish Crisis Rattles Global Markets Amid Escalating Spat With U.S. The WSJ: Elon Musk Tweets He Is Considering Taking Tesla Private The WSJ: SEC Probes Tesla CEO Musk’s Tweets Mixtape: The Belle Curve: Sales Or Advice “There was a time that investors knew the function of a broker-dealer was solely to facilitate transactions of financial products. The…
It’s the last day of summer break for the boys, so we decided to squeeze in one last video for the summer; don’t worry, they’ll be back for more, but they may not be on as frequently during the school year. Back to school is a great time to discuss goals for the upcoming year–Roman and Leo share theirs for…
Not too long ago I had the opportunity to join my friend Dasarte Yarnway on his podcast, The Young Money Podcast, and today is the day Dasarte shared our conversation with the world. We had the opportunity to talk earlier in the year on All About Your Benjamins, and this episode is an extension of that conversation. I have no…
iTunes Episode 009: Constant Improvement Show Notes: Ben Carlson: Willing Losers Morgan Housel: The Spectrum of Financial Dependence and Independence Jonathan Clements: Not So Predictable Blair DuQuesnay: My Yoga Teacher Decided to Become a Doctor Barry Ritholtz Tweet David Perell Naked Brands Interview With Morgan Housel and Jeremy Schwartz Behind The Markets Podcast with Morgan Housel Dr. Peter Attia AMA Disclaimer: Nothing on this…
Week In Review Articles: The WSJ: Federal Reserve Holds Rates Steady, Says Economy Is Strong The WSJ: July Hiring Slowdown Masks Labor Market Strength The WSJ: U.S. Workers Get Biggest Pay Increase in Nearly a Decade The WSJ: Treasury Plans to Boost Borrowing as Trillion-Dollar Deficits Loom The WSJ: Apple’s Market Cap Hits $1 Trillion The WSJ: Peloton’s Financing Round Values Stationary-Bike Maker at $4.15 Billion…