Episodes

Humor and catchy phrases make for easier ways to understand investing. You know you need a good laugh and a couple funny investment phrases, so tune in and laugh along with the True Wealth team as they run through a variety of ways to avoid mistakes and invest with confidence. In this episode, you will learn the following: A deep dive into the financial wisdom of Charlie Munger: The impressive financial acumen of Charlie Munger, his significant contribution to the evolution of Berkshire Hathaw...

This show highlights 10 examples of financial mistakes. Learning from others blunders can save a lot of unnecessary pain, so tune in and learn how to leverage a little patience and control during high stress situations.

There are different ways to try and gauge your investment performance. Savvy investors should give their holdings a health check and reassess goals. Learn to identify some of the common mistakes of the impatient investor. In this episode, you will learn the following: Understanding the importance of benchmarking: It is crucial to know how your investments are performing and compare them to other investments to gauge your progress. Defining your goals and needs: Benchmarking should be based on ...

The news can trigger emotional responses that shift how we view the market. How does group psychology affect the market? What we do know is the lemming scrum is often bloody and one you want to avoid, so tune in and learn how discipline can help you avoid following others into a financial pitfall. In this episode, you will learn the following: Negative news influences investment decisions: Humans have a natural bias towards negative news, and this has an impact on the stock market. When negati...

How did ESG investing start? What is it really about? Should you care as an investor? There might be more layers and complexity to the ESG investing trend than one might think. In this episode, you will learn the following : ESG Investing: ESG (Environmental, Social and Governance) investing, its origins, hype and impact on companies and investors. Influence of Major Shareholders: Significant influence that major institutional shareholders, such as BlackRock and Vanguard, have on the voting an...

Tune in to our latest podcast episode, where we dive deep into the world of investments and unravel the key factors that contribute to investment performance. In this episode, you will learn the following : ● Investment Return: In simple terms, pick the stocks that go up. ● Backdrops in Investing: Cost of Capital, History, Interest Rates, Stock Market, etc. ● Troubled Asset Relief Program (TARP): The effects of TARP and its parallels in today’s landscape. ● Growth Companies: Such companies...

Fear is being spread by the news, advertisers and rising inflation. Many people are scared and wondering what to do to preserve their assets. Listen in as we break down the gold trade and help you to make better informed decisions.

All of us have had some kind of financial regret and wished we could go back and fix a mistake. Listen as the True Wealth team outlines nine distinct ways you might be able to avoid making an expensive financial error that might initially seem enticing.

Even savvy investors sometimes fail to grasp how concentration risk can stem from the phantom index and an eclipse market. The True Wealth team unveils how you can use metrics such as R^2, while also taking a look at what a Roth conversion is and who might benefit from one.

Even when markets are experiencing turmoil, you can often find opportunity. The Truth Wealth team breaks down a series of ways you can approach shaky markets to better navigate the storm and feel more confident as an investor.

What are the structural elements that are influencing the supply side of real estate? Tune in to hear what AmeriTitle’s General Manager, Barry Robinson, has to say.

With crime on the rise and bedlam in the streets, inflation is fueled. The cost of crime carries throughout the system. The True Wealth team takes a dive into explaining bonds and how they are affected by rising rates and what it means for the investor.

What really goes into building a business that has decent odds of surviving? AI gave us it’s best formula, but the True Wealth team takes a deeper dive into laying the groundwork for giving entrepreneurs a leg-up in building a successful strategy.

What type of mindset does someone adopt to not only build wealth, but retain it? A lot of work goes into building a solid investment portfolio. Learn about some tricks you might be able to use to better understand investing and preserving wealth.

There is some good news to share despite the rising cost of mortgages and the rising rate of theft that is reducing business revenues. Listen in as Matt and Justin break down some of today’s hottest topics.

As starter homes have all but vanished and expenses have gone through the roof, things look bleak: but the True Wealth team looks to uncover where the optimism and opportunity might exist during these troubling times.

Imports and exports have dramatically shifted in the aftermath of COVID lockdowns and a war in Ukraine. Investors should pay close attention as the trade routes are undergoing massive change.

We often wonder why a stock is priced the way it is: trying to answer that question may be more complex than you realize. Tune in to hear about ways analysts make decisions on whether it’s time to buy or sell.

The title says it all. The True Wealth team reveals tips and tricks many individuals use to acquire first-generation wealth. The ‘American dream’ is still alive, so tune in to hear about ways you can leverage your time and resources.

Everyone loves to save money, but there are times when trying to cut costs gets expensive. Learn about how spending a little extra can potentially buy you a lot more.

We too often think of risk as a static measure. The reality is, risk is much more fluid than you might think. Learn about how to assess your personal risk and how you might change it depending on circumstances.

What does it really mean to have wealth? It starts with having the right mindset. Your attitudes and habits around finances can have a huge impact on your ability to financially succeed. And while not everyone has the same idea of what :wealth” means to them, we can all benefit from taking solid steps towards financial freedom and independence. During this show, we explore some of the common habits anyone can use on their journey to true wealth.

Many people in America are seeing a huge shift in their financial picture compared to a few years ago. Debt has increased, retirement contributions have slowed and our financial literacy has declined. It’s time to fix that. Tune in to hear ways we can fix a growing problem.

Is your retirement plan working for you, or against you? There are a variety of different retirement vehicles in existence. Whether you are an employee or an employer, there are some key pieces you need to know in assessing if you are optimizing contributions to their fullest ability.