15m ·
Published
16 Oct 19:03
Is preparedness for Retirement Planning and a Zombie Apocalypse similar? In today’s episode, Rey Descalso discusses the steps to attaining financial peace of mind throughout life’s ups and downs. In this episode, you’ll learn: What disasters can teach us What your “sleep at night” number is What type of investments can get you through the … Continue reading Episode 30 – Zombie Apocalypse Preparedness →
7m ·
Published
25 Sep 22:35
The tale of a farmer and his sons – which son are you? In today’s episode, Rey Descalso tells the tale of a farmer and his sons. How different each son is. How could this possibly relate to investing? In this episode, you’ll learn: Why Farmer Bill’s sons were the secret to his success How … Continue reading Episode 29 – Farmer Bill and his Three Sons →
16m ·
Published
03 Sep 15:16
So was the Coronavirus a Black Swan? In today’s episode, Rey Descalso reviews his January 28th blog, “Is the Coronavirus a Black Swan?”. In this episode, you’ll learn: If there is a correlation between potential pandemics and the markets. Whether you should make changes to your portfolio. Whether you should make changes to your financial … Continue reading Episode 28 – CoronaVirus Critique →
7m ·
Published
21 Jan 16:38
Today’s podcast is a simple fable about volatility. Our characters are two twins and a younger sister. When the two twins are offered two choices on how to invest their inheritance, they choose to go a different direction. Some key takeaways to think about: How much of our investing strategy is based upon our personality … Continue reading Episode 27 – Sophia the Wise →
13m ·
Published
21 Jan 16:34
Out with the old and in with the new, as they say. So, what can we learn from 2019 to bring into the New Year? In this podcast, we look at market performance and new retirement legislation. You’ll learn: Why a fantastic year in 2019 could lead to over optimism in 2020. How famous investors … Continue reading Episode 26 – New Year: New Lessons →
13m ·
Published
04 Dec 10:25
What the government gives it also takes away. With your traditional IRA, you get a tax deduction now, but what gets taken from you? That’s right, ordinary income tax when you go to withdraw from your traditional IRA in retirement. Given that, in today’s episode, Rey Descalso discusses the Roth IRA and you will learn: … Continue reading Episode 25 – What is a Roth Ransom →
25m ·
Published
04 Dec 10:12
The constant barrage of the 24-hour news cycle can really overload the long-term investor. In this episode, Rey Descalso discusses with Jared Coffin some guidelines on how to handle the information tsunami. You will learn: Who the real “product” is of the news. How the news makes its money. How breaking news is almost always … Continue reading Episode 24 – Fade the News →
23m ·
Published
28 Oct 08:00
The financial industry is buzzing with the few developments in the world of exchange-traded funds (ETFs). Learn about ETFs and why they may be an important part of your investment portfolio. In this episode, Rey Descalso talks about what ETFs are and how they compare to mutual funds. You’ll learn a few of the reasons … Continue reading Episode 23 – What are ETFs and Why Should I Care →
29m ·
Published
26 Oct 09:00
Do you know a widowed woman who is trying to navigate her finances? Managing finances, paired with grieving, is a profoundly difficult undertaking. This situation becomes even harder when the woman has been uninvolved with her family’s finances until now. In this episode, Rey Descalso talks about the Transition Journal he created to help a … Continue reading Episode 22 – A Powerful Tool for Newly Widowed Women →
28m ·
Published
23 Oct 09:00
Can you imagine there being a downside to suddenly coming into a lot of money? In this episode, Rey Descalso talks about the many potential downsides — or pitfalls — to a windfall, whether it’s from an inheritance, new client, or lottery win. No doubt, your life will change. But as you’ll soon find out, … Continue reading Episode 21 – The Pitfalls of Windfalls →
