Bonus Episode?! At this point, I don't know why we're surprised since we seem to keep adding them. But we were glad to have Charlie Koyle join us today! He is currently involved in the sales of Health and Life Insurance and we wanted to talk to him about some of the perspectives of that.  Charlie is an old friend of Chris's so please do not hold that against him.  And as always, be sure to listen for after the disclaimer at the end. That's where the best bits go.

Woah! There's another part?! Woah! End of this season? I'm afraid so. We are wrapping up our final episode of Season 5 with finishing out our Annuities section. We talk about things that you may not expect when considering them. What happens if I'm collecting and I pass? Where does the money go? What if I'm already involved in it and want to change? What if I want to get started?  Join us for our Season finale of Season 5! And yes. There's dad jokes.

Annuities are something that often gets paired with Life Insurance if you are ever discussing it. What is it? What kinds are there? Is this the right or best thing for me? Let's go into details about these things so you can make an informed decision whether early in your career life or wrapping up. Also we show our ignorance in different languages. If that's your thing.

We continue our life insurance segment to talk about Whole Life Insurance. What is it? How does it work? There are several people that use it and they are usually especially wealthy, but why? Is it best for someone who is up and coming to get early or a late stage investor? What is the best way to approach it?  Why am I writing so many questions? Who am I? Am I a sentient being? But really, this is just about life insurance.

Term Life Insurance. Most have at least heard of it, and at least in Chris's line of work, everyone has it. But do you understand what it even means? Why does it exist? How many claims actually get utilized in it? Is it right for you? Let's dive into it and see what we can learn.

Season 5?? How are we even to this many? Tying up to a nice round number of episode 30... we think... is to talk about Life Insurance. We know that this was a daunting concept. Correction, Sean knew this was a daunting concept and we decided to break it down into small and digestible chunks. Join us on life insurance, learning more about they types and if it's right for you!  Welcome back!

Season 4 ending?? We are shocked as this whole segment has been very packed with information and also moved so quickly. In this episode we talk about derivatives. Options, futures, and so on. This is the most commonly used tool in the market trading community, especially in the Hedge Fund sector. This means that there is something of value to learn and we want you to know more about it! Thank you for following us on Season 4! Season 5 is just around the corner. We have so much to still talk...

Hedge Funds, Hedging the market. What does it all mean? Can I do it myself? How to I get there? All those things are answered in this episode.  It is not always easy to conceptualize some of these when you feel like you cannot immediately get started, but it certainly helps form your goals on what to shoot for. Thanks for being here!

Sean interviewing Chris this time? What is this world coming to?! In this episode, we talk about real estate investing and Chris's recent and early stages investment of Short Term Renting and how he incorporated it into his personal home purchase. There are more ways to invest that take a more creative approach and we talk about the why's and how's Chris got involved.

Today we talk about our extensions into alternative investments and diversifying your portfolio. Chris keeps asking about Gold and Silver so it's time we finally address that. When should you be diversifying? What types of options do you have? Why is an alternative investment important in the first place? All of these questions and more get addressed here! Please feel free to go back and re-listen to some of our previous episodes. This will help with some of the foundations here if you would...

Security Analysis? What is it? Why do we need it? We start to dive deeper into the final layer of performing base level analysis. How it works, how it helps you, and what the pros use.  Because that’s what we are. The pros…  Well, at least Sean is.

We continue in our path of learning about analyzing. It is impossible to make any proper moves forward unless you can compare and contrast what your portfolio is doing for you, how it can improve, and what to consider when wanting to move forward. Make sure to brush up on Correlation and Diversification for this one. Chris certainly had to. Tools for the toolbelt(box?). 

Welcome back! We have been gone for quite some time and, life happens. For that, we apologize but we are excited to dig deep and get back on track. We are now entering into the realm of investing on your own terms and it all starts here! Analysis is a skill that is required should you do the heavy lifting of investing yourself, but is also an excellent skill to have if you're going to keep track of markets, companies, and simply keeping up with whoever may be assisting in running your...

We finish out our series and bonus episode with something we were lucky to have, a Q&A round from Phylecia. Specifically addressing some of the issues that have happened during the pandemic on what types of things today are considered to be emergencies, and not emergency funds. We talk about her and her background and some general philosophy and are extremely lucky to have her. Thank you for continuing to listen! We are back on track and Season 4 will be here before you even know it.

Holy Hiatus Batman! We have been gone for awhile and we didn't expect to be. Not only are we back, but we did something in the interim where we had another guest, Phylecia Jones! We can't say enough good things about Phylecia. She is a TEDx speaker, a budgeting machine, former Navy Scientist, and Founder of IFind You Close. She has a great personality and was able to ask us some interesting questions and we hope we brought the same.  This go around we talk about business budgeting, her line...

Correlation and Diversification are fancy words for fancy people. But you too could be fancy! Why do we care about it? What does it do for you? Is there such a thing as too much or too little of diversification? How can Correlation help you make better decisions for the long term? Thanks for sticking around for Season 3! We still have more to come so make sure you keep checking back with us. Find us on Facebook and reach out with questions!

Getting involved in your long-term investing is hard work and it doesn't always have to be you doing the personal heavy lifting. But maybe that's what's best for you and you might even be more successful because of it. Join us today so we can talk about the differences between active and passive investing, what they mean, and what some of the benefits are.  Maybe you're doing everything right already!... But maybe you're not...

When we talk about debt, we usually understand it as a loan to someone like a car loan. But what else can it mean? How can you utilize it as an investment for yourself? What is ownership and how does it play a role in things like the stock market? We touch on these and discuss the different angles of how it affects investing and why it matters to you. Let’s be honest though. It’s mostly just Chris being confused. Also there are bad dad jokes. But they don't have to be good to be a dad joke...

It is a question that is brought up often. Whether by financial professionals or in your day to day conversation. Is it best to spend my focus on investing in my home? Isn't this my best Asset? What is an Asset? What is a liability? We address this and...

Interest is something that will always be a variable in life. Whether it is through loans, investing, or even savings. But why do they happen? What do you need to consider about if it is working against you and how can you get it to work for you?We want...

Inflation will always be constant. Have you considered it?

GameStop stocks created a whole lot of stir and a strange new set of questions. Is this normal? Could it happen again? Should I have been a part of it?There has been a rise in interest for investing in the stock market on a smaller scale for the average...

When college comes to mind, so does how to afford it. Apart from your gifted dependent having an impressive scholarship, there are better ways to save up for them and to do it efficiently.Today we will talk about programs that involve saving up to...