In this episode of the Saving Yourself from Wall Street podcast, we talk to Nick McCallum of Passiv.com. Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Essentially, Passiv provides individual investors a tool […]
In this week’s episode of Saving Yourself from Wall Street, you get backstage access to my bi-monthly webinar to financial planning clients. These client webinars usually focus on questions I receive from clients. A couple weeks back I received tons of questions on Gamestop. Was it really about the establishment protecting hedge funds? Was Robinhood […]
In this week’s episode of the Saving Yourself from Wall Street podcast, we are taking a look at my longer term outlook for the economy. This will take place over two session, and this is the first session. In this session, we focus on banking and how it will play a role in the future […]
In this week’s Saving Yourself from Wall Street podcast, we talk to Stan Kiang of Aberdeen Standard Investments about gold. Why should you own gold? How much should you own? How should you own it? We also dig into Aberdeen’s low cost gold Exchange Traded Fund (ETF).
In today’s podcast, we talk to Matt Hougan, the VP of Research for Bitwise Asset Management. Bitwise has developed some creative indices for cryptocurrencies and plan to launch their first investment trust for their Cryptocurrency 10 index in the coming weeks. Today, Matt and I discuss why you should think about investing in bitcoin and […]
In this episode of the Saving Yourself from Wall Street podcast, we bring back Dan David, the founder and CEO of Wolfpack Research. If you missed my first interview with Dan, I highly recommend you go back and listen. Dan and I go way back…all the way to high school in the late 1980s outside […]
So are we experiencing a blizzard, a typical winter, or an Ice Age when it comes to the economy and the markets. We talk amongst ourselves. Kirk Kinder, CFP® started Picket Fence Financial, www.picketfencefinancial.com, with the goal of saving folks from Wall Street. Kirk has been quoted in several financial publications including the Wall Street […]
In today’s episode of the Saving Yourself from Wall Street podcast, we talk to Sean O’Hara of Pacer Financial. We discuss the history of Exchange Traded Funds (ETF) and how ETFs are being unfairly characterized as the next weapon of financial mass destruction. We then switch to discuss Pacer Financial’s tools to protect your portfolio […]