Episodes

85
Feb. 18, 2021

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/ 3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/ 4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.com/teddyvallee/status/1361026072834416660?s=11 5. Tweet posted by Mr. Blokland. https:/...
85
Feb. 18, 2021

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https://awealthofcommonsense.com/2021/02/the-investment-strategy-that-makes-your-life-easier/ 3."Unfortunate Investing Traits" by Morgan Housel. https://www.collaborativefund.com/blog/traits/ 4. Tweet from Teddy Vallee (founder & CIO of Pervalle Global) https://twitter.com/teddyvallee/status/1361026072834416660?s=11 5. Tweet posted by Mr. Blokland. https:/...
84
Feb. 11, 2021

The Independent Advisors Podcast Episode 84: Patience is key

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market Patience is key when investing Saving 50% of every pay raise and the effect that has Possibility of cancelling a portion of student loans Required Minimum Distributions are back in 2021 Show Notes https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1 https://retirementfieldguide.com/the-single-best-piece-of-advice-for-young-investors/?ck_subscriber_id=728228313 ht...
84
Feb. 11, 2021

The Independent Advisors Podcast Episode 84: Patience is key

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market Patience is key when investing Saving 50% of every pay raise and the effect that has Possibility of cancelling a portion of student loans Required Minimum Distributions are back in 2021 Show Notes https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1 https://retirementfieldguide.com/the-single-best-piece-of-advice-for-young-investors/?ck_subscriber_id=728228313 ht...
84
Feb. 11, 2021

The Independent Advisors Podcast Episode 84: Patience is key

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market Patience is key when investing Saving 50% of every pay raise and the effect that has Possibility of cancelling a portion of student loans Required Minimum Distributions are back in 2021 Show Notes https://twitter.com/SeattleSun3/status/1358398453756219392/photo/1 https://retirementfieldguide.com/the-single-best-piece-of-advice-for-young-investors/?ck_subscriber_id=728228313 ht...
83
Feb. 2, 2021

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bond Yields Show Note Links: https://twitter.com/dowdedward/status/1355585165104300033?s=11https://twitter.com/tkptrader/status/1355905733875937286?s=11https://twitter.com/serlindsipity/status/1356050872099241986/photo/1https://twitter.com/christine_benz/status/135464720621783449https://twitter.com/awealthofcs/status/1355619312820760587https://twitter.co...
83
Feb. 2, 2021

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bond Yields Show Note Links: https://twitter.com/dowdedward/status/1355585165104300033?s=11https://twitter.com/tkptrader/status/1355905733875937286?s=11https://twitter.com/serlindsipity/status/1356050872099241986/photo/1https://twitter.com/christine_benz/status/135464720621783449https://twitter.com/awealthofcs/status/1355619312820760587https://twitter.co...
83
Feb. 2, 2021

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bond Yields Show Note Links: https://twitter.com/dowdedward/status/1355585165104300033?s=11https://twitter.com/tkptrader/status/1355905733875937286?s=11https://twitter.com/serlindsipity/status/1356050872099241986/photo/1https://twitter.com/christine_benz/status/135464720621783449https://twitter.com/awealthofcs/status/1355619312820760587https://twitter.co...
82
Jan. 28, 2021

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1897 How long does it take to make $1 Million investing in the S&P 500? Are markets in a bubble? Compound Interest Building Wealth – A different take Links to tweets and articles mentioned in this episode- pic.twitter.com/jKqvHhYv1z https://twitter.com/BrianFeroldi/status/1350442365027287044 https://awealthofcommonsense.com/2021/01/markets-that-are-...
82
Jan. 28, 2021

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1897 How long does it take to make $1 Million investing in the S&P 500? Are markets in a bubble? Compound Interest Building Wealth – A different take Links to tweets and articles mentioned in this episode- pic.twitter.com/jKqvHhYv1z https://twitter.com/BrianFeroldi/status/1350442365027287044 https://awealthofcommonsense.com/2021/01/markets-that-are-...
82
Jan. 28, 2021

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1897 How long does it take to make $1 Million investing in the S&P 500? Are markets in a bubble? Compound Interest Building Wealth – A different take Links to tweets and articles mentioned in this episode- pic.twitter.com/jKqvHhYv1z https://twitter.com/BrianFeroldi/status/1350442365027287044 https://awealthofcommonsense.com/2021/01/markets-that-are-...
81
Jan. 20, 2021

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Looking for a sell off in stocks? One may already have happened the past few months. Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions! Revisiting the US Debt Conversation 20 Important Personal Finance Topics Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
81
Jan. 20, 2021

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Looking for a sell off in stocks? One may already have happened the past few months. Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions! Revisiting the US Debt Conversation 20 Important Personal Finance Topics Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
81
Jan. 20, 2021

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Looking for a sell off in stocks? One may already have happened the past few months. Media noise can be detrimental to your portfolio. Don’t let it dictate investment decisions! Revisiting the US Debt Conversation 20 Important Personal Finance Topics Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
80
Jan. 12, 2021

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
80
Jan. 12, 2021

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
80
Jan. 12, 2021

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
79
Jan. 6, 2021

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Investing – 2020 What percent of the time is the S&P 500 Index positive? A risk to your financial plan you may not be aware of Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
79
Jan. 6, 2021

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Investing – 2020 What percent of the time is the S&P 500 Index positive? A risk to your financial plan you may not be aware of Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
79
Jan. 6, 2021

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Investing – 2020 What percent of the time is the S&P 500 Index positive? A risk to your financial plan you may not be aware of Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
78
Dec. 29, 2020

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
78
Dec. 29, 2020

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
78
Dec. 29, 2020

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup
77
Dec. 22, 2020

The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media

Mark & Matt Discuss the Following on Episode #77: Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine Developer Financing a House or Buying it Outright? Fear & Greed with Mainstream Media Saving for a Large Purchase www.jessupwealthmanagement.com Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjessup