Recommended Brokerage Companies: 1. Ally Invest 2. Fidelity Investments 3. Vanguard 4. Motif Investing Recommended Motifs (My pre-built index funds for you) 1. Dow Jones Industrial Average (No-Fee Index) 2. Magic Formula Index 3. Generational Wealth Index Full Show Notes I’m going to begin by discussing what I think the priorities are when choosing a […]
Should you use a Traditional IRA or Roth IRA for retirement savings? (Episode007)
Podcast Episode Overview In this episode, I answer a listener question about how to save for retirement. Specifically, “Should I be using a traditional IRA, Roth IRA, or both for retirement saving?” In order to answer this question, I provide a general overview of the features for both a Traditional and Roth IRA. When you […]
The Little Book That Beats the Market Book Review (Episode006)
Synopsis This is a book review of The Little Book that Beats the Market by Joel Greenblatt. The basic concept of the book is that it’s quite simple to beat the market. So simple in fact, that a specific magic formula can be used to beat the market. If that sounds too good to be […]
Asymmetric Risk and Reward: GameStop 2018 (Episode005)
GameStop in 2018 is a prime example of an investment with asymmetric risk and reward. The company offers a greater than 10% dividend yield with a payout ratio less than 50%. As long as the dividend can be paid we’ll make a good return. (NYSE: GME) The show notes for this episode, including my outline for […]
The Richest Man in Babylon Book Review (Episode 004)
In this episode, I review the personal finance classic, The Richest Man in Babylon. This book provides the basic formula for building wealth. Every investor should be aware of the basic habits one must have to become rich. If you’d like to purchase The Richest Man in Babylon, I would appreciate it if you use […]
