“Now, this type of thing, happens all the time…” -Snoop Doggy Dogg In “Gin and Juice”, Snoop Dogg breaks down everyday life in the LBC (Long Beach City) and while the life of a financial advisor is not near as wild as that of a young Snoop Dogg, there’s plenty of drama in the FPC (Financial Planning Community)… The Drama…
iTunes Episode 011: Saving > Investment Strategy Show Notes: All About Your Benjamins The Podcast: Talkin’ Taxes With Bill Sweet A Wealth Of Common Sense: 8 Questions I’ve Been Pondering Retirement Maven: Retirement Stats Are Grim But It Is Never Too Late To Start A Wealth Of Common Sense: Some Thoughts on Investing in Real Estate Eric Roberge Tweet Carl Richards via…
Week In Review Articles: The WSJ: Consumer Spending Lifts Retailers / NBC News The WSJ: SEC Sends Subpoena to Tesla in Probe Over Musk Tweets / CNBC The WSJ: SEC Probes Tesla Over Model 3 Production Disclosures The WSJ: Elon Musk Tweets Another Surprise, Saying Goldman and Silver Lake Are Tesla Advisers The New York Times: Elon Musk Details ‘Excruciating’ Personal Toll…
This week I recorded and released an outstanding conversation with Bill Sweet of Ritholtz Wealth Management on, of all things, taxes. Yes, I know taxes are not a favorite subject for most people, but it is an important part of a financial plan. As you’ll learn from Bill, proper usage of tax-advantaged accounts can help provide a boost to your…
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…