43 episodes

Everything you want to know, and some of the things you don't, about finance and investing. From budgeting to retirement planning, we'll cover the gamut, including investing, portfolio optimization, investment analysis, health insurance, life insurance, property casualty insurance, annuities, financial planning, and much more. We'll start each topic off by discussing some basic ideas while building up to more advanced concepts. Chris is the funny one (most of the time) and Sean is the analytical one (all of the time). We bring our diverse backgrounds together to make financial topics digestible for all investors, from young grasshoppers to seasoned warriors.

The Truth About Investing: Back to Basics Chris Holling & Sean Cooper

    • Business
    • 5.0 • 5 Ratings

Everything you want to know, and some of the things you don't, about finance and investing. From budgeting to retirement planning, we'll cover the gamut, including investing, portfolio optimization, investment analysis, health insurance, life insurance, property casualty insurance, annuities, financial planning, and much more. We'll start each topic off by discussing some basic ideas while building up to more advanced concepts. Chris is the funny one (most of the time) and Sean is the analytical one (all of the time). We bring our diverse backgrounds together to make financial topics digestible for all investors, from young grasshoppers to seasoned warriors.

    Welcome to The Podcast!

    Welcome to The Podcast!

    This is our (new) introduction to the podcast and more of a... table of contents as it were since we've grown so much since the first season. Give it a listen! Tell your friends! Then tell your enemies! Okay maybe not them.

    • 4 min
    Bonus with Charlie Koyle! Life Insurance at the Source!

    Bonus with Charlie Koyle! Life Insurance at the Source!

    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.

    • 1 hr 21 min
    Annuities - Benefits & Pitfalls

    Annuities - Benefits & Pitfalls

    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.

    • 45 min
    Annuities - Are They For Me?

    Annuities - Are They For Me?

    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.

    • 43 min
    Whole Life Insurance: Why Do the Extremely Rich Use It?

    Whole Life Insurance: Why Do the Extremely Rich Use It?

    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.

    • 56 min
    Term Life Insurance - What Are The Terms?

    Term Life Insurance - What Are The Terms?

    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.

    • 36 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

John Elway MVP ,

Entertaining and informational

Great content! Easy to follow. Chris is a great host. This is information that I will use daily. Always looking forward to the next episode.

Chai lackey ,

Great information

Easy to understand. Answers the questions most people have about healthcare, along with some bad "Dad" jokes. Lol

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