The Truth About Investing: Back to Basics
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.
Episodes
43 episodes
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.
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Season 1
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Episode 1
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4:55
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 ...
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Season 5
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Episode 6
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1:21:24
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...
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Season 5
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Episode 5
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45:43
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 dec...
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Season 5
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Episode 4
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43:05
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 e...
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Season 5
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Episode 3
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56:08
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?Le...
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Season 5
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Episode 2
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36:33
Life Insurance: What Is It? How Does It Work?
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...
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Season 5
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Episode 1
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33:03
Derivatives - The Most Common Stock Trading Tool
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 tr...
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Season 4
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Episode 7
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38:58
Hedge Funds: Only for Fancy People?
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 immed...
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Season 4
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Episode 6
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40:21
Real Estate Investing, with Chris!
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...
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Season 4
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Episode 5
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55:33
Alternative Investments (What about Gold and Silver?)
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? ...
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Season 4
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Episode 4
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1:05:06
Security Analysis
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…&n...
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Season 4
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Episode 3
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49:34
Portfolio Analysis (Stocks, Bonds, Crypto, etc.)
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 forwa...
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Season 4
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Episode 2
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1:05:54
Analysis Foundations: (Technical vs Fundamental)
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!...
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Season 4
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Episode 1
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40:56
Bonus with Phylecia Jones!: Q&A (Part 2 of 2)
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...
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Season 3
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Episode 8
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50:48
Bonus with Phylecia Jones!: How to Budget Your Business (Part 1 of 2)
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 T...
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Season 3
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Episode 7
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55:33
Correlation/Diversification: (Season 3 Finale)
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 mak...
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Season 3
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Episode 6
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47:38
Active VS Passive Investing. What's best for me?
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 t...
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Season 3
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Episode 5
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42:36
Debt vs Ownership
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 mark...
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Season 3
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Episode 4
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45:12
Your House: Asset or Liability?
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 ...
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Season 3
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Episode 3
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42:10
Learn About Interest? How... Interesting.
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 yo...
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Season 3
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Episode 2
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42:45
Inflation: Your Consistent Variable - Welcome to Season 3!
Season 3?! About time! Welcome back to the next season where we finally get to start looking at what to do next. The first season was all about a large part of the 'why' we invest. The second was about the framework of being able to begin. Now ...
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Season 3
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Episode 1
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57:40
Gamestop Stock: The Awakening (Season 2 Finale)
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 scal...
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Season 2
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Episode 12
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29:44
College Savings Plans: Efficiently Preparing for the Future
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 s...
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Season 2
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Episode 11
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53:27
401K? Pension? What Does It All Mean?
Have you ever wanted to better understand your retirement? What is a 401K? What is a Pension? What is a defined benefit plan? What is defined contribution? Why do I care? Does it affect me? These are some of the things we address to make sure t...
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Season 2
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Episode 10
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1:00:18