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Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Spotting Sloppy Investment Advice: The Fab Five Questions on Investments.

30:35
 
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Manage episode 430900164 series 3587117
Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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Want to sharpen your financial acumen and spot the pitfalls of bad investment advice? On this episode of Bullshit on Stilts, we promise to equip you with the essential tools to develop your "bullshit sniffer" for investments. We'll introduce you to the "Fab Five" critical questions that put you in the driver's seat of your financial journey: what you own, why you own it, how you're performing, compared to what, and how much you're paying. This episode will help you manage your investments with the same strategic finesse as a seasoned athlete or an experienced sailor.
Ever wondered if your investment performance stacks up against the market? We break down the importance of benchmarks and indices, using relatable analogies and humor to demystify these financial concepts. Learn how to measure your diversified portfolio's success with clear, practical insights, and understand why the S&P 500 can be a useful benchmark. Discover the nuances of blended returns and the dangers of comparing apples to oranges in the investment world, illustrated with a cautionary tale of a misleading money manager.
Join us as we highlight the significant divide between genuine financial advisors and salespeople, revealing the often-overlooked bias in financial decision-making. We stress the importance of character and true advising over mere compliance. By the end of this episode, you'll be armed with the knowledge to avoid misleading financial sales tactics and select trustworthy professionals. Through the concise framework of the Fab Five questions, gain clarity and confidence in your financial decisions, ensuring your investments truly align with your goals.

Developing your financial bullshit sniffer one episode at a time.

  continue reading

챕터

1. Spotting Sloppy Investment Advice: The Fab Five Questions on Investments. (00:00:00)

2. Developing Your Bullshit Sniffer in Investments (00:00:01)

3. Comparing Investments to Market Indexes (00:11:17)

4. Understanding Investment Performance and Fees (00:15:14)

5. Avoiding Financial Sales Misleading the Innocent (00:26:26)

6. Choosing Trustworthy Financial Professionals (00:29:45)

13 에피소드

Artwork
icon공유
 
Manage episode 430900164 series 3587117
Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Send us a text

Want to sharpen your financial acumen and spot the pitfalls of bad investment advice? On this episode of Bullshit on Stilts, we promise to equip you with the essential tools to develop your "bullshit sniffer" for investments. We'll introduce you to the "Fab Five" critical questions that put you in the driver's seat of your financial journey: what you own, why you own it, how you're performing, compared to what, and how much you're paying. This episode will help you manage your investments with the same strategic finesse as a seasoned athlete or an experienced sailor.
Ever wondered if your investment performance stacks up against the market? We break down the importance of benchmarks and indices, using relatable analogies and humor to demystify these financial concepts. Learn how to measure your diversified portfolio's success with clear, practical insights, and understand why the S&P 500 can be a useful benchmark. Discover the nuances of blended returns and the dangers of comparing apples to oranges in the investment world, illustrated with a cautionary tale of a misleading money manager.
Join us as we highlight the significant divide between genuine financial advisors and salespeople, revealing the often-overlooked bias in financial decision-making. We stress the importance of character and true advising over mere compliance. By the end of this episode, you'll be armed with the knowledge to avoid misleading financial sales tactics and select trustworthy professionals. Through the concise framework of the Fab Five questions, gain clarity and confidence in your financial decisions, ensuring your investments truly align with your goals.

Developing your financial bullshit sniffer one episode at a time.

  continue reading

챕터

1. Spotting Sloppy Investment Advice: The Fab Five Questions on Investments. (00:00:00)

2. Developing Your Bullshit Sniffer in Investments (00:00:01)

3. Comparing Investments to Market Indexes (00:11:17)

4. Understanding Investment Performance and Fees (00:15:14)

5. Avoiding Financial Sales Misleading the Innocent (00:26:26)

6. Choosing Trustworthy Financial Professionals (00:29:45)

13 에피소드

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