MTI029: Create a Retirement Spending Plan with Roger Whitney

Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after we have retired.

Topics covered include:

  • The need to plan a portfolio that will offset longevity risk
  • How you can use different tools to ensure that you outlive your money
  • Whether or not it makes sense to die broke
  • The importance of income during your retirement years.

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI028: Evaluate Management and Earnings Calls with Andrea Travilian

Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management and listening to earnings calls.

Topics covered include:

  • The importance of diversification and asset allocation (“buckets”)
  • How to evaluate management and why it is important
  • How anyone can listen to earnings calls and the benefits of doing this
  • A common problem many business owners face yet might not even think about
  • Panel discussion about having a “mad money account” and more

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI027: Real Estate, Hustle, and Successful Partnerships with Engelo Rumora

Engelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending injuries and Engelo created his own education, focused on real estate and went on the attack. Now, Ohio Cashflow is a successful real estate company, working with investors to find, rehabilitate and flip properties. How does he do it? What’s important to him in business? How does a business like Ohio Cashflow work? He’ll share it all.

In the second half of the episode, Andrew, Miranda, Andrea and Joe talk about real estate….what are the different types you may want to explore for your portfolio? We discuss partnerships, spending time with the right people, and focusing on your strengths.

 

MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon

Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in risk control and options strategies.

Topics covered include:

  • How options are actually used in everyday life
  • A few simple examples that perfectly explain the utility of options
  • Discrepancies present with the Black-Scholes Model
  • How Black-Scholes Model inefficiencies create investing opportunity
  • Volatility discussions with the panel and more

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists’ page.

MTI025: Joe Saul-Sehy and Who You Trust with Your Money

Who do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when it comes to your money?

While you are probably the best manager of your money, it doesn’t hurt to learn from others. We talk about our favorites resources for learning about money, and talk about why you need to be careful when it comes who you trust.

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI024: Andrew Hallam and the Permanent Portfolio

How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book.

While Hallam doesn’t use the permanent portfolio himself, he can see the value in it, and discusses how it can be used to set you up for life. Our panelists, including new addition Joe Saul-Sehy, talk about the strengths and weaknesses of the permanent portfolio, as well as suggest tweaks that can be used to tailor the permanent portfolio to your own needs.

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI023: Dual Momentum Investing with Gary Antonacci

Learn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfolio theory Gary Antonacci. His book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk combines relative-strength momentum with absolute momentum into an actionable investing strategy.

Topics covered include:

  • Diversification among asset types
  • Mitigating transaction costs
  • Mixing value investing with momentum
  • Minimizing drawdowns

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI022: All About Robo Advisors with Rob Berger

In this episode, we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode.

Resources

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI021: How to Get Over Your Fear of Investing with Dan Egan of Betterment

A fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to invest can weigh on your mind, and create uncertainty about investing.

Unfortunately, a fear of investing can have devastating consequences on your long-term wealth prospects. If you want to get over your fear of investing, you need to remember the long-term benefits and consider possibilities.

You might be surprised at the availability of investing tools and resources, and you might be surprised at how easy and inexpensive it is to get started. With the help of Betterment’s Dan Egan, we discuss some of the ways you can get beyond your fear of investing and make the choices that will benefit you in the future.

Panelists In This Episode:

For a quick bio of each of our show participants, head on over to our panelists page.

MTI020: Warren Buffett’s Books with Preston Pysh

Today’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marketplace, and Buffett’s 4 rules for picking stocks. A fascinating discussion that is essential for any stock picker out there.

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.