The Momentous Wealth Podcast
by Momentous Wealth ManagementA candid look at the world of finance and investments.
Copyright: Momentous Wealth Management
Episodes
Episode 44 - Focus on the Controllables
34m · PublishedTodd and Nik return for the second episode in a 2-part series tackling the do’s and don’t of successful investing. This week’s episode highlights the importance of focusing on the elements of investing that are controllable. These 5 tips will keep you on the right financial track in a world inundated by excess information and commentary.
Click this link for an article mentioned in this episode:
Putting a value on your value: Quantifying Vanguard Advisor's Alpha
Episode 43 – Common Investing Mistakes
26m · PublishedToday Todd and Nik discuss three common mistakes investors make and potential pitfalls you should avoid as investor. This is episode one of a two part series where we discuss “what not to do,” and in our next episode we will discuss “what to do”.
Link to an article mentioned in the podcast:
Three Common Investing Mistakes
Episode 42 – How Election Years Impact the Market
32m · PublishedIn this episode host Todd Pisarczyk and special guest Linde Carroll, CFP discuss how election years have historically impacted financial markets. 2024 will bring not only a US Presidential Election, but it has been called “Electionpalooza” as 76 countries around the world are holding elections as well.
Episode 41 – Will 2024 Bring a Change to the Investment and Economic Climate?
44m · PublishedAs we turn the calendar year to 2024 Todd and Nik discuss the potential longer term “seasonal” outlook for stocks, interest rates, and the economy. What investors experienced in markets and the economy since 2009 has been abnormal for many reasons. Will 2024 bring a change in the seasons and a return to a more normal economic environment? If that does occur what does normal look like?
Check out the articles and sites mentioned in this episode:
- https://www.schwab.com/learn/story/say-goodbyeto-great-moderation#:~:text=A%20return%20to%20the%20Great,%2C%20economic%2C%20and%20geopolitical%20landscape.
- https://www.bls.gov/
Episode #40 - Ideas for Teaching Savings and Investing to Your Children with Todd & Nik
36m · PublishedIn this episode Todd and Nik discuss tips and ideas for teaching your children about budgeting, savings, and investing. They also discuss their own experience and exposure to the world of finance as teenagers and Todd shares some practical tips he has used with his own family to help them become more financially aware.
For more information on Momentous Wealth Management, visit our website: www.momentouswealth.com
Episode #39 - How Bonds Work with Todd & Nik
33m · PublishedInterest rates in the US have gone up substantially over the past two years making investments like bonds and other “fixed income” investments more attractive than they have been for a long time. In this episode Todd and Nik break down the bond market, how bonds work, and how they may fit in your portfolio.
In this episode we mention data from the Federal Reserve website, and Nerd Wallet.
- https://www.federalreserve.gov
- https://www.nerdwallet.com/
Episode #38 - AI as an Investment Opportunity
25m · PublishedAI is all over the news now, but what is it, and how can we invest in it?
Sources:
- What is AI: https://www.hcltech.com/blogs/artificial-intelligence-defined-simple-terms
- Washington Wise podcast from Charles Schwab:
- https://www.schwab.com/learn/story/artificial-intelligence-investor-considerations
- https://www.schwab.com/learn/story/artificial-intelligence-power-and-perils
- https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/compounding-through-the-hype.html
Episode #37 - Market Timing
27m · PublishedInvestors have likely heard many times over the years that is very hard to “time the market.” With the recent volatility in the market – and the potential for markets to remain volatile with an upcoming election year – geopolitical uncertainty, and the Federal Reserve’s continued battle with inflation, what CAN investors do to potentially help them increase their returns? What are some strategies we feel are effective over the long term?
Episode #36 - Five Charitable Giving Strategies
35m · PublishedToday Nik & Todd talk about five different strategies to maximize your charitable giving.
Episode #35 - Washington State Capital Gains Tax
23m · PublishedToday we talk about the capital gains tax coming soon to residents of Washington State.
The Momentous Wealth Podcast has 43 episodes in total of non- explicit content. Total playtime is 19:12:08. The language of the podcast is English. This podcast has been added on November 23rd 2022. It might contain more episodes than the ones shown here. It was last updated on April 6th, 2024 17:14.