Invest Smarter
Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money. All content within the podcast is for informational purposes only and should not be relied upon for investment decision-making.
Episodes
49 episodes
Professional Athletes and Their Finances with Amobi Okugo
Today I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part of the team until he...
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Season 1
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Episode 53
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28:11
Buying a Business for Retirement Income with David Barnett
On today's show, I talk with David Barnett, who is an expert in buying and selling business. I wanted to come at the conversation from the angle of buying a business as an income generating asset in retirement. He had a lot of wisdom to s...
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Season 1
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Episode 52
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50:29
Is Inflation Suffocating your Cash? Here's how to Combat It.
Today I talk about inflation. Specifically, I talk about where we stand today with inflation, reasons it may subside, and reasons it may continue. I then discuss why it is so damaging to our wallets and cover the specific ways we can combat inf...
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Season 1
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Episode 51
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28:02
Why and How to Start a Roth IRA for your Child | Should You Wait for a Dip to Buy Stocks?
Today we talk about Roth IRAs for your kids and why you shouldn't wait for a dip to invest. Outline of the ShowRoth IRA for you kids [4:06]Don't wait for the dip [14:00]On today's show, we talk about why and how t...
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Season 1
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Episode 50
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20:08
Does Bitcoin Provide Portfolio Diversification? | Why are Rising Rates Bad for Tech Stocks?
Rising rates, in theory, are bad for tech stocks. Is that always true? I dive in with the help of a recent article from Ben Carlson. Next, I look into how adding a bit of bitcoin to your portfolio could mean you are investing like a Nobel Prize...
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Season 1
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Episode 48
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19:14
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Investing in Megatrends - Industries that are Shaping Our Future
More VolatilityMarket volatility stayed elevated last week as interest rates made a move higher, a government shutdown loomed, and a major infrastructure deal hangs in the balance. Yet, the market is still less than 5% down from i...
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Season 1
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Episode 47
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58:09
Will Evergrande Affect the United States? | What you need to Know from the New Tax Proposal
We finally had significant market volatility on Monday of last week (9/20/2021) as fears that a huge property developer in China, Evergrande, was going to default on its massive pile of debt and cause a 2008 style crisis all over again. Well, b...
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21:29
Should I Roll Over my Old 401k to an IRA? (EP.45)
Do you have any 401(k)s left behind with previous employers? Should you keep them? Research shows that you could be leaving a small fortune of money on the table if you do. We get into this today on the show. Also, we talk about a recent headli...
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Season 1
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Episode 45
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35:24
Investing in Innovative Companies with Innovation Expert Dan Toma (EP.44)
Today I talk about investing in companies that actually innovate with Dan Toma, an innovation expert who helps companies transform into innovative machines. But first, I talk about some staggering stats about how underprepared
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Season 1
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Episode 44
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52:35
Bitcoin is Moral and Fiat Money is Not - with Jimmy Song
Jimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the most interesting p...
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Season 1
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Episode 43
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54:46
The FIRE Movement - Take Control of your Future with Susana Selles (EP.42)
Today I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She is a huge proponent ...
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Season 1
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Episode 42
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55:04
What is Embedded and Decentralized Finance? How has Fintech Changed how we Bank and Invest? (EP.41)
What's this episode about?My guest for this episode is Tristan Pelloux. He is passionate about all things fintech and is the founder of Fintechreview.net, a med...
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48:38
(EP.40) Keeping a Global Perspective with Award-Winning Money Manager, Jonathan Baird CFA
Keeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because his global research k...
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Season 1
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Episode 40
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56:40
(EP.39) The Power of the Solo 401(k) with Daniel Blue
With a solo 401(k), you have so much more flexibility when it comes to your retirement account. This week we have solo 401(k) expert Daniel Blue on the show to give the lay of the land. One of the biggest pain points with your traditional 401(k...
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41:47
(EP.38) Banking on Yourself with Mark Willis, CFP®
Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home equity in 2008. He ...
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Season 1
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Episode 38
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44:28
(EP.1) Make the Markets Boring Again | The Low Vol Anomaly Explained (Youtube Video)
This is the first episode of our new midweek episodes, where we will be talking all about retirement planning and investing topics in a shorter format. All of these episodes will be best enjoyed on our YouTube channel, where graphics will accom...
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15:16
(EP.37) Democratizing Access to Human Financial Advice with Brian Thorp
Today I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, financial coach, education...
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Season 1
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Episode 37
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37:19
(EP.36) Growth, Inflation, Modern Monetary Theory and more with Herb Morgan
On this week's show, we are back talking about investing and the markets. Our guest is Herb W. Morgan of Efficient Market Advisors. Herb is a sharp guy, and we get into several interesting and relevant topics. We dive into inflation, and the in...
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49:02
(EP.35) Investing In Yourself with Million Dollar Collar Founder Rob Kessler
Investing smarter can mean a lot of things. In the case of serial entrepreneur Rob Kessler, it means investing in yourself. After starting a screen printing and embroidery business, one thing led to another and he learned early that the best in...
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51:56
(EP.34) How Abbie Leibowitz Started a Business to Simplify Health Insurance
Abbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer of the health insurance...
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Season 1
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Episode 34
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49:08
(EP.33) A Wealth Secret you Probably Haven't Heard of With Sean Adams
Sean Adams is the CEO of Leveraged Life Management. His goal is to help the wealthy change their relationship with their money and become their own banker. Rather than try and explain it here, listen to the episode, and let me know what you thi...
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Season 1
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Episode 33
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42:59
(EP.32) The Do's and Don'ts of Asset Location
Asset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account types. There are basical...
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Season 1
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Episode 32
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15:33
(EP.31) From Running Banks to Investing in them: Ted Peters
Today we talk with Ted Peters. Who is Ted Peters? He started two successful banks from scratch. He ran Bryn Mawr Trust for 14 successful years. He has worked with Bed Bernanke and Janet Yellen. And now he runs a unique and exciting hedge ...
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42:32
(EP. 30) Inherited IRAs: What are Your Options?
In this week's episode, we tackle inherited IRAs.We cover | Options for spousal inherited IRAs | Options for non-spousal inherited IRAs | Explain what the 10-year rule is | Explain the old Stretch Provision | Give ideas for tax-efficient...
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Episode 30
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14:07
(EP. 29) Should you Invest with the Market at Highs?
Welcome to the Invest Smarter podcast. On this show, we aim to leave you a smarter investor by the end of every episode. We will simplify investing, provide actionable ideas, and discuss timeless investing wisdom.In this episode, we talk...
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19:30
