Episodes

Maybe you've read it, maybe you've heard about it - Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA Accounts. How did they do it? Tax Evasion or Smart Investing? "Propublica" recently posted an article about Roth Conversions that received some mixed feedback. The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free. In today's podcast,...

In today's world, it's pretty easy to buy a stock. You like the company and believe in its product or service, so you buy. The hardest thing, though, is knowing WHEN to sell. In this podcast, we outline the THREE primary reasons we would sell and discuss the "why" behind each of them. Here's to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not respo...

There are THREE big questions on the minds of almost everyone we’ve been talking to: 1) “Should I own Bitcoin/Dogecoin?” 2) “With the market up 87% from the March 2020 lows, should I take “risk” off the table and be more conservative?” 3) “Inflation is out of control! Is it going to hurt the market and my investment?” Sit back and get the straight answers to these questions and more!! Here’s to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from source...

In today’s special podcast, we welcome back our good friend, Jed DeVries. Jed joined us 14 months ago in the midst of panic, hardship, and "hell" as we discussed the COVID panic. Today, we look back at that time so that we can look forward. We discuss the Iron Gate process, including the actions we took for our clients. Jed shares his thoughts on how he's been able to accomplish his goals to become financially free. Most importantly, Jed reminds us that greatness is accomplished after the ha...

In the world of financial advice, there’s an important element that everyone should understand: What a “fiduciary” is and why you should only invest with a firm that is a fiduciary. So, what does this mean? A fiduciary is someone that legally has to bring your own interest before their own. Iron Gate Global is a fiduciary firm. What else does it mean? It means telling our clients what they NEED to hear not what they WANT to hear. In today’s podcast, we tell the truth. We tell people what they...

It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”. For most, this is a hard question to answer. Too many people are sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t? In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am...

One year ago this week was one of the best buying opportunities the market has had since the financial crisis. It’s been one year since the market hit a low on March 23, 2020. We all have experienced a roller coaster ride in the last year. A pandemic, an election, riots, and a stock market that is up 75% since hitting its low. In the last year we have also watched investors make a lot of mistakes. In today’s podcast we talk about those mistakes and how to avoid them in the future. Most import...

One of our favorite investors, Sir John Templeton said the following – “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” There is no doubt that there are certain areas of the market that are in the “euphoric” state right now. EV, penny stocks, and SPAC’s are a few of them. In today’s podcast we discuss some of them including one in detail, SPAC’s. What is a SPAC? Why are they so popular and why do we think they are in a bubble right now? We also...

So much has been made lately about the disadvantages that the individual investor has vs. the hedge fund. The GameStop fiasco has people talking about this more than ever before, even Congress is discussing it in D.C. In today’s podcast we discuss this disadvantage in detail. Brian and Brett discuss that it’s actually not a disadvantage at all! If you understand the probabilities of making money in the market, the individual investor has more of an advantage today than ever before in history. ...

Here are a couple of our favorite statements that we’re hearing a lot of lately: “We’ve gone too far too fast.” “This market is in a bubble, it has to fall!” “The market can’t keep going up day after day.” Some of those statements might be true . . . but they might not be true either. The one thing the market will do is keep you guessing. In today’s podcast we address all of these statements and how an investor should navigate the current market. We also discuss the risk and reward of a cor...

In today’s podcast we welcome real estate expert (and friend) Rich Day to the podcast. Rich has over twenty years’ experience in the industry and has had real estate projects all over the country. He’s someone that we can count on for truthful, transparent real estate advice. We discuss the following with Rich: - What makes a good real estate investment? - How is real estate investing similar to stock investing? - What is the role of real estate in a portfolio? - What advice would you give ...

GameStop, AMC, BlackBerry. These are a few of the stocks that are getting national attention by everyone right now. Their stock prices are soaring and it’s causing a disruption in the market and has upset a lot of people. It’s a complex story that has pitted the small investor vs. large hedge fund vs. brokerages vs. clearinghouses vs. public opinion. In today’s podcast we unravel the whole story for you in a simplified way. We discuss who’s right, who’s wrong, what it means for the market and ...

Today’s stock market, in some ways, reminds us of the late '90s and in other ways, it’s completely different. The similarity between now and then, as we discuss in the podcast, is the euphoria that exists in some pockets of the market. The people invested in these pockets are starting to make some loud noise. They remind us of the Hare in Aesop’s famous fable. In today’s podcast, we discuss how important it is to have a process in place for investing, the importance of discipline to that proce...

After a rough start to the year, the market has been skyrocketing higher and higher. Whenever this type of market movement occurs, something else also occurs. - People start day trading for a living. - People start bragging about unbelievable returns. - Firms start marketing promises that are unrealistic and often dangerous. In today’s podcast we discuss the notion that if it’s too good to be true, then it often is. Here’s to wise investing, Brett, Spencer, and the Iron Gate Team The comm...

In today's podcast, we discuss the current US debt situation, the role of spending, and how it may impact your portfolio. We also discuss the DOW 60,000 and the KEY character trait to making money over time. Here's to wise investing, Brett, Brian, Spencer and the Iron Gate Team The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory s...

There are two things in the market that cause great fear. They're referred to as "known unknowns" and "unknown unknowns". What do we mean by this and how do you prepare for them? Listen to today's podcast and you'll find out. It's not the "known unknowns" that get you, it's the "unknown unknowns". Here's to wise investing, Brett and Brian

How would you answer the following question – what makes you more nervous? - a 30%+ stock market crash - Inflation The answer to this question may surprise you. In fact, most people answer it incorrectly. In today’s podcast we discuss fear and its impact on investing. There’s a part of our brain that helps us survive. It’s also the part of the brain that can cause us to make the worst decisions. In a year where fear of the market, and a fear for your life has dominated the headlines, this m...

In today's unique podcast, Brett, Brian, and Spencer join together to discuss three questions that our clients have been asking lately. - What should investors know about the political uncertainty that is in our country right now? - Trading is at an all-time high, how are you investing my money? - In reviewing everyone's election predictions, who was right? Who was wrong? They'll also share what is on their minds as we move into this week. Want to watch these guys instead of listen? Watch u...

After a year full of earthquakes, a pandemic, rumor of election fraud, stimulus packages, and potential government gridlock, would you believe that, as of this podcast, the S&P is up 9.08%?!?! Based on what we know today, it appears Joe Biden will be our new President, the Republicans will control the Senate, and the Democrats will control the House of Representatives. So what does all of this mean for YOU and your FINANCES?! Today we discuss the impact this could have on your portfolio and yo...

A critical risk retirees face is running out of money. In today's podcast, we discuss how to overcome this risk. We breakdown the popular 4% rule and the reality of what that looks like today, as well as what you need to know to ensure you are properly prepared. Brett and Brian explain why overcoming this risk may mean you should be invested in stocks, more than may be comfortable, and even longer than you may feel comfortable. Here's to Wise Investing, Brett, Brian, and the Iron Gate Team T...

"The Four Most Dangerous Words in Investing Are: This Time It's Different." Sir John Templeton With the 2020 Presidential Election only TWO weeks away, we have heard the phrase "This Time It's Different". With this phrase, comes uncertainty regarding politics, the future of our country, and the economy. However, one thing is absolutely certain, market VOLATILITY. In today's podcast, Brett and Brian discuss the difference between RISK(permanent loss of capital) and VOLATILITY (being forced to s...

The current polls are predicting Biden/Harris to win the 2020 Election. So what happens to the market with the change of presidency? We've had lots of questions from clients regarding this uncertainty. Our podcast today, discusses THREE main questions: - Should I sell stocks before the election? - What happens to the stock market if Trump wins? - What happens to the stock market if Biden wins? Don't miss out on hearing Brian and Brett's answers to these questions as well as their plan with ...

2020. What a crazy year it’s been….and it’s not over yet. In today’s podcast, we review what has occurred in 2020 – a bear market, a bull market, earthquakes, hurricanes, and so much more! We also look at the next THREE months. We discuss what’s next and what an investor should do about it. If you’ve made it this far in 2020 as an investor, congratulations! BUT, it’s not over yet! Here’s to wise investing, Brett and Brian The commentary on this program reflects the personal opinions, viewp...

In today's podcast, you will learn the following: 1. When to react or not react in the market. 2. How to anticipate something and to act or not. 3. When is the right time to sell stocks. Ever wonder which president was in term when the stock market had its best run? Listen, learn, and invest! Here's to wise investing. The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should no...