Episodes

Today we discuss bonds vs. equities and share what most people are buying. We then dive into why most people are absolutely crazy! There is a smart way and a dumb way to invest and we do simple math to help you understand which is which.

So what's the better choice? Buying a low cost index fund. Hiring a professional manage your money and help with planning. In today's podcast we use Jack Bogle, the King of Indexing, own words and research to help us answer this very question. For anyone that is bombarded with the endless "low cost" marketing, this podcast is for you! We also address the market. We are in a trading range 8 - 10% below the highs of January. In this market, good news is bad news, bad news is bad news and the ...

#27 Hockey Pucks + Your Money

This year, 2018, has been dubbed by the media as “The Return of Volatility.” Today in our podcast we expose volatility for what it truly is and we discuss how truly dumb that headline is. In the podcast we will discuss three different definitions of volatility. What it is, and what it isn’t. We do this in an attempt to help redefine for you what the media has wrong so that you can sleep better at night knowing that volatility is not a bad thing. The more you understand about this important to...

At Iron Gate Global Advisors, we have been working hard to create a transparent, fee-only, fiduciary firm. For years we have watched several of our clients and friends go elsewhere to get something they could not get from us. We watched these people, who we care about, get completely ripped off in so many different ways. Well, today, it stops! We are introducing a new product offering that we have been working years to roll out.

There are two famous investing tactics that people believe are the "Holy Grail" of investing. In this podcast we discuss those two investing tactics and discuss whether they actually work or not. Then we shed light on what every investor really must have to be successful. Here's to wise investing, Iron Gate Global Advisors

When is the best time to buy stocks? We get this question all the time from clients, friends, and others who are looking to invest. This podcast discusses the mentality that you must have when investing in stocks. It may sound simple, but for some reason it's hard for people to grasp. The analogy we use in this podcast will hopefully simplify your understanding on not only when to buy stocks, but also when to sell. Here's to wise investing, Iron Gate Global Advisors

Did you know that the more certain your investments are, the worse off you may be? What do we mean by that? In this weeks podcast, we discuss the correlation between certainty of investments and investment returns. We discuss: How short term volatility can save your retirement long term. The battle that takes place inside the brain of every investor. How you MUST understand that battle, and put together a plan to be successful. No doubt this weeks podcast will get you thinking! Here's to ...

Every year Warren Buffett shares his investing wisdom in his annual letter. This year there were three things that stood out to us. These things are critical for every investor to understand.

In this weeks podcast we review the last few weeks and discuss why we LOVE volatility! We also discuss our views on the stock market and why we thinks it's the place to invest. In addition, we share what our amazing clients did during the markets volatility.

Everyone is talking about the coming stock market correction, most of which is garbage. In this podcast we tell you how you should handle a stock market correction.

Let a 13 yr. old explain the 3 keys how to create wealth.

What can a Financial Advisor do for you that will put you in a better financial position than going at it alone? Listen, and we'll tell you!

here are many headlines calling for the end of the bull market. So, when is the market going to crash? We discuss that topic as well as three things you MUST do before the market does crash.

Brian Hunsaker answers the question: is the S&P 500 too expensive to buy right now? In this discussion you will learn the importance of interest rates and why they are Warren Buffett's x-factor.

Merrill Lynch came out with their 2018 compensation plan....and it's a JOKE! Learn why and understand a key term in finance that everyone needs to know.

If you would have invested on October 9, 2007, right at the top of the market before the biggest decline since the depression, how much money would you have today? We answer this question and share 4 very important lessons learned from it.

The biggest lesson of the 1987 stock market crash isn't what you think it may be. That one thing is the most important thing that investors MUST have in order to be successful investors.

In 2008, after the Financial Crisis, the Government created a change in what can be done with a 401k as people age. In this podcast we share what that loophole is and how it can save you thousands over time.

In the midst of this great bullish stock market, we discuss one of the most important things that investors MUST have. If they don't, they will suffer the consequences sooner rather than later.

In this podcast Brett discusses the results of the All-America Survey. This survey shows what % of America is confident investing and in what are they investing in. Pretty eye opening . . . (and good for the stock market)!

Bitcoin is all the rage right now. It's skyrocketed in value causing many to wonder, "should we buy it for our portfolio?" That is the question we answer in this podcast. We hope our answer will help you understand how human nature doesn't change and the importance of smart investing.

The conventional wisdom taught in the financial industry, in a lot of instances, can cost people a lot of money and a secure financial future. In this podcast we discuss one such investing principle and why it's often a bad idea for people to adhere to.

There comes a time in everyone's life when they have a "financial jolt." It's the realization that you have no idea where you stand, financially, to live out your life the way you want to. That's where the Sleep Easy Plan comes in.