최고 Financial Foursight 팟캐스트 (2024)

1
#28 Real Economy vs. Stock Market, PPP Abuse, and 2020 Thoughts 39:35

4+ y ago39:35

39:35

In this episode, the guys discuss a litany of topics but finish with some of the best thoughts that have ever been shared on a podcast episode. They kick off the episode talking about the disconnect of the market and the real economy and why that is something that is normal. Share a tweet of the week from @mkobach that talks about borrowing ideas f…

1
#27 - What's Your Investment Philosophy? 1:01:37

4+ y ago1:01:37

1:01:37

On this week's episode, the guys discuss big picture investment philosophy. Morningstar Long View: Inertia Can Actually Be A Helpful Thing: https://www.morningstar.com/podcasts/the-long-view/53 Setting the Record Straight on Asset Allocation https://blogs.cfainstitute.org/investor/2012/02/16/setting-the-record-straight-on-asset-allocation/…

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#25 - Where are we spending money? | Do I Invest Today? | Wounds & Scars from COVID-19 38:37

4+ y ago38:37

38:37

In this episode Colin, Ian, and Isaiah discuss the following: The New York Times article on where consumers are spending and where they are slashing consumption in today's market. https://www.nytimes.com/interactive/2020/04/11/business/economy/coronavirus-us-economy-spending.html We have a lively debate on investing today: Do you continue as is? Wo…

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#24 COVID-19 & Long-term Impacts | Lessons Learned 29:30

4+ y ago29:30

29:30

In this episode, we talk about the biggest story of recent memory, which is COVID-19. We discuss the WFH (work from home) movement going to change significantly how we all work in the future? How we all work virtually and lessons learned. The tweet of the week is one from Ryan Holiday (@RyanHoliday) and what he has learned from Tim Ferriss (@tferri…

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#23 Market Efficiency | Coronavirus | Uses of Cash Value Life Insurance 34:07

4+ y ago34:07

34:07

In this episode, we talk through the quickest 10% loss in stock market history. Prompting the question are markets efficient. Colin, Dwight, Ian, and Isaiah all weigh in. The impact of the coronavirus to our lives, investing, and financial planning. Tweet of the Week - WCI on Coronavirus https://twitter.com/WCInvestor/status/1234341853756973057?s=2…

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#22 CPA or DIY | Lawful Good | The Tax Mistakes You Can Avoid 31:15

4+ y ago31:15

31:15

In today's episode, we discuss when to hire a tax professional and when it might make sense to do it yourself. How to think about paying for tax help and when it can be a lifesaver. Dwight dives into a lot of detail, given his CPA and tax background. VITA - Free Tax Prep for those that qualify through the IRS - https://www.irs.gov/individuals/free-…

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#21 Life Planning, Kobe's Legacy, and Improving Communication 29:17

4+ y ago29:17

29:17

In this episode, Colin, Dwight, and Ian dive into Ian’s trip and talking more in-depth about life planning and what it is and why it matters to you. How does life planning help people better align their money with their values and goals in life. Ian shares his video of the trip below. https://www.openworldfp.com/vlog/65-2020-01-23.html https://www.…

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Habits > Goals for 2020, The Perfect Formula for Dinner with Friends, and the SECURE ACT 33:08

5y ago33:08

33:08

Why having habits like investing allows you to adjust your lifestyle and compound the results you ultimately want over the longer term. How goal setting is not the way to drive change in your life regardless of the goal. You must set-up habits to help allow them to take over when motivation fails you. We share our lists of items we’d like to accomp…

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#19 The Family Fable | Happiness Mentality | Tax Efficiency in Investing 26:51

5y ago26:51

26:51

In today's episode, the guys discuss a family fable and why it's important to not forget why you truly are doing things and why we often overlook those important factors. S/O to Jeremy Walter for the post. https://calibratingcapital.com/a-50-family-fable/ The Tweet of the Week - https://twitter.com/DanaSchwartzzz/status/1196130242139578370 "Here's …

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#18 Client Referrals, Daily Routines, and Thanksgiving 24:13

5y ago24:13

24:13

On this episode, Colin, Dwight, Ian, and Isaiah discuss the following Colin's recent video on asking a financial advisor for client referrals when doing due diligence. Colin's Post - https://twitter.com/advizewealth/status/1190265474153623552?s=20 Daily Routines of famous creatives over time - https://twitter.com/danielcrosby/status/119389052751254…

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#13 Mortgages, Refinancing, and the Yield Curve? | A Flawed Investment Measure 29:53

5y ago29:53

29:53

In today's show we chat on an article looking at why people are refinancing mortgages with the yield curve inversion. https://blairbellecurve.com/yield-curve-inversion-in-the-mortgage-market/ The Tweet of the Week: https://twitter.com/behaviorgap/status/1164671595522056192 The flawed investment measure that is commonly shown is from the Dalbar stud…

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#17 Finding Meaningful Work, Growing Your Income, and Annoying Aspects of an Industry 26:13

5y ago26:13

26:13

On today's show, Colin, Dwight, Ian, and Isaiah discuss why finding meaningful work is so important to our generation. What is passive income and how to grow your personal income? Finally, they all discuss the annoying sometimes true aspects of the financial services industry, Links: https://moretothat.com/pointless-job/ https://www.amazon.com/Star…

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#16 How the financial advice industry is shifting to a profession 23:43

5y ago23:43

23:43

In this episode, Dwight, Ian, and Isaiah discuss the following: The shift of fee models in the financial advice world and why that’s a good thing. The profession is moving from just sales. The idea of being a specialist as well. Tweet of the Week: The problem with social media trolls and direct messaging nasty-grams. Do better! Finally, why choosin…

1
#15 Our Biggest Financial Mistakes 38:33

5y ago38:33

38:33

On today's show, Colin, Dwight, Ian, and Isaiah all share their biggest personal financial mistakes in hopes you can learn from their errors. Colin's - Learned about being a 1099 employee that doesn't pay quarterly taxes...OUCH! Dwight's - Buying a motorcycle with a credit card Ian's - Using a portion of an inheritance to buy a new car. Joining a n…

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#14 The American Dream Has Changed | Lifestyle vs. Status | Location Arbitrage 25:52

5y ago25:52

25:52

In this episode, Colin, Dwight, Ian, and Isaiah are all together to chat on the topic of The American Dream per an article that Dwight found. https://www.wsj.com/articles/your-parents-financial-advice-is-kind-of-wrong-11568367000 Tweet of The Week: https://twitter.com/Wealth_Theory/status/1166210963277848576 The final topic is one on the high cost …

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#12 Long Term Care Questions | Scarcity and Branding | Who should get insurance commissions ? 33:47

5y ago33:47

33:47

In today's episode we tackle Long Term Care (LTC) Insurance and the big misunderstanding that are associated with the products. The advances and changes to what's in the marketplace. Why it's important whether it's for you or a family member. The actual amount of most US retirees will spend on LTC. The issues with relying on Medicaid to provide car…

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#11 How societies evolve and improve | S&P 500 or bust 26:46

5y ago26:46

26:46

In today's episode we chat on a piece from Ben Carlson https://awealthofcommonsense.com/2019/08/this-is-what-happens-as-societies-become-wealthier/ Tweet of the Week - https://bpsandpieces.com/2019/07/03/portfolio-appendectomy/ S&P 500 Returns have crushed everything and why the last ten years are not indicative of the past. What's been the last pe…

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#10 Results or Process? | A better way to buy a vehicle 23:57

5+ y ago23:57

23:57

On Today's show we discuss an article that talks about the "resulting" and the issues that are associated with that thinking. https://www.forbes.com/sites/ryanfrailich/2019/01/25/how-resulting-impacts-your-personal-finances/#3cbb25733ee5 We also discuss a better way to buy a car and how to remove the emotion and poor judgement we all have or will m…

1
#9 Financial designations what do they mean? | Is cold calling dead? 25:57

5+ y ago25:57

25:57

On today's show we talk about what does the alphabet soup of financial designations mean? CFP®, CFA®, CPA, CPWA, and CDFA + the 100's of others... https://www.finra.org/investors/highlights/3-things-know-about-financial-designations https://www.finra.org/investors/professional-designations https://www.wsj.com/articles/SB1000142405274870392750457554…

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#8 I'm never retiring! | Your Money History | Privacy Concerns? 28:37

5+ y ago28:37

28:37

On today's show we discuss How you were raised, how money was treated in your family, and your parent's job affect how you view your finances. Article Link: https://www.forbes.com/sites/riankadorsainvil/2019/06/28/why-we-cant-talk-about-money-without-talking-about-culture/#5b1cf3dd5e8d Isaiah's Podcast Recommendation Financial Education for Family'…

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#7 Crappy Car = Wealth? | Empathy | Diversifying Your Income Sources 29:41

5+ y ago29:41

29:41

On today's show we talk about the MarketWatch article about by driving a older car you are on the "road to riches" Article Link https://twitter.com/beyondfinances/status/1140665525556645897 Tweet of the Week Colin brings up a question he continues to hear which is, "I need to diversify my income sources." We discuss why and how this makes sense and…

1
#6 Happiness & Money | You take the Stairs | The boring BIG news 24:55

5+ y ago24:55

24:55

On today's show Ian shares an articles from fellow XYPN member David Rae: Money and Happiness & from Nature: Happiness, income satiation and turning points around the world https://www.forbes.com/sites/davidrae/2019/06/10/lgbt-community-happy/#37cc3ebf5fa8 https://www.nature.com/articles/s41562-017-0277-0 Isaiah's Tweet of the Week - You are taking…

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#5 Financial Planning for the Future | What’s Reported vs. What Matters in the Media| Free Dinners? 29:56

5+ y ago29:56

29:56

Colin and Ian talked about this trip to FPA NextGEN and the future of financial planning. What they've learn and how the industry of financial advice is changing. Dwight's tweet of the week going meta with the talking about, " What we die from, what we worry about dieing from and what the media tells us we die from. " Link: https://twitter.com/iand…

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#4 When to keep Cash vs. Invest | Building blocks of good investor behavior | Maximizing Employer Benefits 29:26

5+ y ago29:26

29:26

In this episode we chat about when does holding more cash make sense? When is it a poor decision? Did you know that the best performing asset class in 2018 was cash? Tweet of the Week: Dr. Daniel Crosby's crack at trying to decipher the fundamental building blocks of good investor behavior. Accept Responsibility Embrace Pain Develop Patience Welcom…

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#3 The Buy vs. Rent Debate & Is Bitcoin a Buy? 37:37

5+ y ago37:37

37:37

In this episode we discuss is buying a home better than renting? Is a house an investment? Why we all three own homes. https://www.usatoday.com/story/money/columnist/2018/03/04/hear-you-but-your-home-still-lousy-investment/388540002/ https://twitter.com/charliebilello/status/1102316373500407808 https://www.businessinsider.com/reasons-not-to-buy-a-h…

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#2 Uber IPO & IPO Investing | Journaling before bed? | Wealth Survey Results - What's Rich? 27:06

5+ y ago27:06

27:06

Warning: Game of Thrones Spoiler mentioned On this week's show we talk about: Uber's IPO and IPO's in general. Why they often aren't a purchase worth making. The challenges of investing at the IPO and more. Resources: https://awealthofcommonsense.com/2017/03/the-downfall-of-the-popular-ipo/ & https://www.investopedia.com/ask/answer/12/ipo-lockup-pe…

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#1 Investing at all-times highs | Is there differences from Financial Freedom & Financial Independence? | Schwab's New Financial Planning Offering 31:32

5+ y ago31:32

31:32

We chat about the following Investing at all-time highs Why the investment news is not a positive for your investment allocation The boring nature of an asset allocation portfolio Is there differences from Financial Freedom & Financial Independence? Why Schwab's new offering is good for advisors and consumers Show Notes at https://coverweg1.wixsite…

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Welcome to Show! 2:43

5+ y ago2:43

2:43

Tired of boring financial podcasts? So were we...so we decided to have a little fun and create something that provides content that someone can learn from and still enjoy. Take a listen and let us know your thoughts at financialfoursight@gmail.com or check out https://coverweg1.wixsite.com/financialfoursight To follow us on Twitter: Ian Bloom - htt…

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Financial Foursight 팟 캐스트

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1
Financial Foursight

Financial Foursight

1
#28 Real Economy vs. Stock Market, PPP Abuse, and 2020 Thoughts 39:35

1
#27 - What's Your Investment Philosophy? 1:01:37

1
#25 - Where are we spending money? | Do I Invest Today? | Wounds & Scars from COVID-19 38:37

1
#24 COVID-19 & Long-term Impacts | Lessons Learned 29:30

1
#23 Market Efficiency | Coronavirus | Uses of Cash Value Life Insurance 34:07

1
#22 CPA or DIY | Lawful Good | The Tax Mistakes You Can Avoid 31:15

1
#21 Life Planning, Kobe's Legacy, and Improving Communication 29:17

1
Habits > Goals for 2020, The Perfect Formula for Dinner with Friends, and the SECURE ACT 33:08

1
#19 The Family Fable | Happiness Mentality | Tax Efficiency in Investing 26:51

1
#18 Client Referrals, Daily Routines, and Thanksgiving 24:13

1
#13 Mortgages, Refinancing, and the Yield Curve? | A Flawed Investment Measure 29:53

1
#17 Finding Meaningful Work, Growing Your Income, and Annoying Aspects of an Industry 26:13

1
#16 How the financial advice industry is shifting to a profession 23:43

1
#15 Our Biggest Financial Mistakes 38:33

1
#14 The American Dream Has Changed | Lifestyle vs. Status | Location Arbitrage 25:52

1
#12 Long Term Care Questions | Scarcity and Branding | Who should get insurance commissions ? 33:47

1
#11 How societies evolve and improve | S&P 500 or bust 26:46

1
#10 Results or Process? | A better way to buy a vehicle 23:57

1
#9 Financial designations what do they mean? | Is cold calling dead? 25:57

1
#8 I'm never retiring! | Your Money History | Privacy Concerns? 28:37

1
#7 Crappy Car = Wealth? | Empathy | Diversifying Your Income Sources 29:41

1
#6 Happiness & Money | You take the Stairs | The boring BIG news 24:55

1
#5 Financial Planning for the Future | What’s Reported vs. What Matters in the Media| Free Dinners? 29:56

1
#4 When to keep Cash vs. Invest | Building blocks of good investor behavior | Maximizing Employer Benefits 29:26

1
#3 The Buy vs. Rent Debate & Is Bitcoin a Buy? 37:37

1
#2 Uber IPO & IPO Investing | Journaling before bed? | Wealth Survey Results - What's Rich? 27:06

1
#1 Investing at all-times highs | Is there differences from Financial Freedom & Financial Independence? | Schwab's New Financial Planning Offering 31:32

1
Welcome to Show! 2:43

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