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I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovations like Bitcoin, displays skin in the game, and always a willingness to risk it all.
Episode page: www.simplewealthkc.com/post/notes-on-young-michael-saylorGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.
I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime.
Episode page: www.simplewealthkc.com/post/against-die-with-zero
Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
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In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige. All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity.
The Noblesse Oblige - Andy Flattery on Catholic Money MastermindDorian on LinkedInhttps://www.antesic.com/Good King Wenceslaus - The Irish RoversTucker Carlson - All-In Podcast
Episode Links:Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:
Building onlineJoining Swan Private ClientAndy hates soccer/Isaiah likes soccerCOVID breaking our brainsHow FAs simp for inflationBitcoin and the american dreamEpisode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass
Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:
Dropping out of college 3 timesA vision for how Catholic monasteries could adopt bitcoinObsessing over great cultures of the past without larpingPeter Thiel's progress & decline thesisGatsby, Elon, and fostering better elitesThe Sovereign Collective > The Sovereign IndividualEpisode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-peniche
Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too.
Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marionGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist.
The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. You Can Be a Stock Market Genius - Joel GreenblattThe Driver - Garet GarrettThe Bitcoin Standard - Saifedean AmmousThe Ethics of Money Production - Guido HulsmannBitcoin is Venice - Allen Farrington & Sacha Meyers
Books discussed:Episode page - www.simplewealthkc.com/post/books-that-turned-me-from-financial-advisor-skeptic-to-bitcoin-advocate
Get the essential list of The Reformed Financial Advisor episodes
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Send an email to [email protected]
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Warren Buffett says to read 500 pages a week. Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives?
The Crusades - Thomas AsbridgeCaponeThe Franco Regime - Stanley PayneStart with No - Jim CampNo B.S. Time Management for Entrepreneurs - Dan KennedyExpect to Win, Hate to Lose - Matt FureySacred Then and Sacred Now - Tom WoodsOversubscribed - Daniel PriestleyThe Political Pope - George Neumayr The Biden Deception - George NeumayrBitcoin is Venice - Allen FarringtonRestoring the family - Marian HorvatSubmission - HouellebecqGod’s Will: The Life and Works of Sr. Mary WilhelminaLeisureville - Andrew BlechmanThe Father's Son - Jim SanoThe Cypresses Believe in God - Jose Maria GironellaThe Lord of the Rings - TolkienSong of Ice & Fire - George R.R. MartinThe Iliad & The Odyssey - HomerThe Long Ships - Frans BengtssonTexas - Michener Cryptonomicon - Neal Stephenson Born Standing Up - Steve MartinThe Medieval Machine - Jean GimpelDeflation & Liberty - Guido HulsmannEating the Dinosaur - Chuck KlostermanCinema Speculation - Tarantino
Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list.
Books discussed:Brian O’Leary is an independent media personality spanning several fields—podcasting, professional copywriting, internet marketing, broadcasting, and more. The mission of this “once & future” baseball coach is to restore, build, and promote a more robust and serious culture.
https://briandoleary.com/flattery/
https://crisismagazine.com/podcast/sister-wilhelmina-an-american-incorruptibleGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth.
Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement.
Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such as real estate and index funds, can be replaced with bitcoin as the global standard for wealth preservation.
Episode page - https://simplewealthkc.com/achieving-true-financial-independence-unchaineds-trey-sellers/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son.
Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nation-states, enterprises and individuals achieve sovereignty and prosperity through Bitcoin. As CSO, Prince Filip engages with high-level actors and oversees strategic initiatives to accelerate Bitcoin adoption worldwide. He previously worked as an analyst at a prestigious London-based global asset management firm, helping clients make vital capital allocation decisions. Prince Filip has over 15 years of experience in traditional finance.
Episode page: https://simplewealthkc.com/monarchy-patrimony-bitcoin-prince-filip-of-serbia-karadordevic-podcast/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi.
Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage!
In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles.
Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations.
Merry Christmas & Happy New Year!
Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A
Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900438010777600?s=20&t=rvfqbQEMihw1G-K0IPeihgGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Financial Advisors gather to discuss the intersection of bitcoin and financial advice.
In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:
- The dead end of "trying to make money on bitcoin"
- What is going well regarding tools and the regulatory environment
- What is on our wish list of products & services
- Why FAs should take their own advice and play the long game with bitcoin
- Introducing the Bitcoin Financial Advisors Network
Show notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4
Get the essential list of The Reformed Financial Advisor episodes
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Send an email to [email protected]
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:
- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA
Outro: https://www.youtube.com/watch?v=ZOaj1TCMowsGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Get the essential list of The Reformed Financial Advisor episodes
Follow Andy Flattery on Twitter
Send an email to [email protected]
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments.
They don’t credit a goals based plan for retirement that they made 30 years ago!
Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests, take small risks & be a tinkerer, and don't retire, just pivot. The singer of "Seven Nation Army" provides the model.
Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets.
Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/
Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86MgcGet the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. -
I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and bitcoin charity.
If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website.Get the essential list of The Reformed Financial Advisor episodes
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast. - もっと表示する
