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Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5
OWNR OPS Podcast
Also, Radish Portfolio Review for October and new stock added
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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Michael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.
Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares an early and very impactful money story from his childhood
Follow Michael aka Stock Picking Bartender
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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Starbucks pre-announced another dismal quarter of sales and earnings, yet hiked its dividend. How much longer will shareholders remain patient for a true turnaround. This episode follows up on my Starbucks review (Episode 80).
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Listen in on my thoughts on McDonalds, onions gone bad and how it will impact the burger giant.
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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What does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.
By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)SCHD Reconstitution
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https://www.schwabassetmanagement.com/resource/annual-reconstitution
Dow Jones (See pg. 21 for Dow Jones US Dividend 100 Index
https://www.spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdf
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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Before natural disaster or personal disaster or emergency strikes it is important to know where your essential financial documents are stored and a loved one should know where to access.
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In this episode I provide four financial related items every household should address to prepare for the unknown
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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We all have heard it is important to keep fees low on our investments to maximize long term gains. In this episode I breakdown (with actual numbers) how much of a drag expense ratios can have on an account over long periods of time. I step through an example of a .50% expense ratio vs. 0.05% expense ratio on $50,000 over 20 years @8%. Reference the calculator below to personalize expense ratio scenarios,
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It's a new month, we review The Radish Account, recap September and thoughts for the rest of the year.
Fee/Expense Ratio Calculator
https://www.investright.org/tools-resources/calculators/investment-fee-calculator/
Gogi Piñata Mug
Get ready for the Holidays! Order your Gogi Mug as a great gift idea for coffee/tea drinkers on your list. I'm stocking up from these great mugs from my friend Mike Sharpe
https://www.ebay.com/itm/326204425620
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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In this episode we talk about real life with Darth and how real life and money are intertwined. This is part two of our conversation and a snapshot of future episodes.
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Follow Darth Dividend
X: @DarthDividend23
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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In this episode we have a great investing and personal finance conversation with a member of Gen Z who is smashing it, Preston.
Contact Preston
X: @PrestonJVictory
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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As an investor we all make a mistake, a blunder wondering why we bought something or sold it too soon. This remorse and regret is natural.
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In this episode I share 10 of the worst investment mistakes in recent history. Many of these mistakes were made by legendary investors or large companies. Most of them survived, learned and thrived after their mistake. The most important thing when you make a mistake is what did you learn from it.
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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We have all heard of evaluating a stock based on its dividend yield. But have you heard of shareholder yield? In this episode we walk through through merits of using the shareholder yield metric and how to screen individual stocks.
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I share a portfolio update for August and what I am looking at in September.
Shareholder Yield Background
https://www.google.com/search?client=safari&rls=en&q=what+is+shareholder+yield&ie=UTF-8&oe=UTF-8
Shareholder Yield ETF
https://www.morningstar.com/etfs/bats/syld/quote
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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This episode is a primer in preparing for the possible sunsetting of the 2017 Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Having a tax planning roadmap aligned with possible changes is important as taxes are the biggest expense in most budgets. Having two tax years to plan for changes can save you significant money long term
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Reference of Possible Changes
https://www.pnc.com/insights/wealth-management/markets-economy/2026-tax-law-changes-prepare-for-TCJA-provisions-to-sunset.html
Introducing The Money Toolkit Newsletter
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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I asked X and Listeners what stocks they see as a value. In this episode I share their ideas offer my thoughts and share why I avoided buying a stock at a bargain after researching.
OWNR OPS Podcast
Introducing The Money Toolkit Newsletter
A weekly newsletter that delivers actionable information on how to enhance your investing journey
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Contact The Savings Captain
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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We have all seen them. Headlines and articles mentioning the alarming rate of consumer debt. If you are in debt it can feel crippling and isolating.
OWNR OPS Podcast
In this episode I share a way forward. We go beyond just the headlines and statistics. Listen and pass this along to someone in debt, the tips I share will help.
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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Listen in on some clever money saving tips from our audience.
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Thanks to all the contributors that took time to share their ideas.
Get the official Money Happy Hour Coffee Mug, created by listener, Mike Sharpe
https://www.ebay.com/itm/326204425620
Introducing The Money Toolkit Newsletter
A weekly newsletter that delivers actionable information on how to enhance your investing journey
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Contact The Savings Captain
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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In this episode I cover the importance of having conviction in the holdings you own...especially when the market has increased volatility. I share several tools you can use to assess conviction in your portfolios holdings. I used these same tools to gauge my conviction which led to me selling my first stock in 2,558 days. Locked in a 100% gain and avoided a 20% selloff.
We'll also look at the Radish Portfolio and recap July and a look ahead to August
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The Wealth Effect is a belief that the wealthier a person a paper is on paper the more money they spend. Economists debate this but most agree that we will spend more money in our pocket when we have made money on paper. This is not necessarily a bad thing in itself just something to be aware of.
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In this episode we are treated to a conversation with CFA, Manish Jain. Manish shares practical wisdom along with his early age rooting with practical investing principals.
Follow Manish
X @makeitjain_
App: @Meziapp
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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An uplifting conversation with an uplifting person, Coach Rolfes. Coach Rolfes shares stories of adversity and how he is using it for prosperity. As a football coach he helped develop his players on and off the field, as a teacher he is preparing his students for the financial battleground of life teaching Personal Finance.
Coach has a great message on how Faith, Family, and Finances apply in his daily walk.
Follow Coach Rolfes
X: @CoachRolfes
YouTube: https://www.youtube.com/@CoachRolfes_
Online: https://coachrolfes.carrd.co/
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Contact The Savings Captain
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Individual investors as a group historically perform underlying broad indexes over extended periods of time. Why is that?
OWNR OPS Podcast
In this episode I list several reasons individual investors have to overcome in attempting to just meet the return of an index. If you feel confident you can master them all over an extended period of time, then long term investing is not for you. If you don't feel confident staying invested in quality is often your best bet.
To inspire you I share real investor testimony. Over 200 investors shared their longest owned position and how long. Some amazing examples.
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Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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For two years investing has been easy..own big tech and go home. Eventually this will be less pronounced. Is your portfolio ready for sector rotation?
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The S&P 500 is comprised of 10 sectors. In this episode I review how sector performance has rotated since 2009. I provide an actionable proactive approach you can implement to "stress test" your portfolio based on sector concentration.
Sector Rotation Chart (2009 - Current)
https://novelinvestor.com/sector-performance/
Introducing The Money Toolkit Newsletter
A weekly newsletter that delivers actionable information on how to enhance your investing journey
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https://toms-newsletter-5f3b9c.beehiiv.com/subscribe
Contact The Savings Captain
X @SavingsCaptain
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Email [email protected]
Starting a business by offering a service to your local community is one of the...Listen on: Apple Podcasts Spotify
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