S4 Ep3 | David O’Leary and John from Burlington: One of these guys is going to change the world
Listen now
Description
You don’t want to miss the story of how David O’Leary started out as an English Literature major, got into the market as a newbie leveraged investor just before the 2000 tech bubble burst, went bankrupt and became a fund analyst at Morningstar, met his wife, decided to change the world, and started a financial planning company. You really, really don’t. Trust us. 1: 20 - David’s Origin Story 7:55 - What David learned by being going bankrupt at 22 10: 51 How to protect yourself against a market crash 17:25 - Chris talks about his therapist 24:50 - Why John from Burlington won’t beat the market 29:49 - Is the bad advice that come from banks the employee’s fault? 39:50 - How to financially plan based on the causes and values you support 48:00 - What is impact investing?
More Episodes
Listen, It's impossible to accurately imagine how your life will be different after you welcome a new human into your it, so there's no such thing as being fully prepared for becoming a parent. There is, however, such a thing as being prepared for what you know will happen (like the paperwork...
Published 03/04/20
Published 03/04/20
Are you as tired as we are of "the economy" being trotted out to support every tax and social policy argument? Do you wish that people who use the phrase "the economy" were required to specify exactly what they're talking about? Us, too. Timestamps: 1:38 - Personal Economy vs THE Economy...
Published 02/19/20