Ep21 - "The Art of the Sabbatical" by Cady North, CFP & MBA

Ep25 - "Trillions" by Robin Wigglesworth w/ guest Paul Barry

#BLUFFbooks 📚 — “Trillions” (p. 2021) by Robin Wigglesworth: Subtitle: "How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever" Big Ideas Below: ⬇️   💡1. Tell Me What You Quant… (Bill Sharpe, Wells Fargo & the origin of index investing for institutional clients). 🧮 📈 🏦   💡2. Bogle Me This… (Jack Bogle, Jack Brennan, and low fee retail index investing for average joe) ⚓️👷🏼‍♂️📈   💡3. Along Came a SPDR… (Nathan Most, the American Exchange, the Toronto exchange, and the birth of the ETF). 🕷️🇨🇦📦📈   💡4. Getting it Dunn (Patricia Dunn, WFIA, BGI, and iShares making a diverse and vibrant market for ETFs). 🌎📦📦📈

Ep24 - "A Financial Declaration of Independence" by Josh Gilliam, CKA

#BLUFFbooks 📚 — "A Financial Declaration of Financial Independence" (p. 2008) by Josh Gilliam, CKA  Subtitle: "Life, Liberty, and the Pursuit of Holiness"  Big Ideas Below: ⬇️ 💡1. I Volunteer as Tribute! (We let shopping malls extort us worse than the British ever did). 💳👑 What is the "crown" of popular culture?   💡2. Chasing the Dragon (We crave ever-greater quantity/variety of stuff to achieve ephemeral happiness). 🐲💉. We cannot defy natural law indefinitely by trying to substitute physical stuff for spiritual meaning) 🎣💕   💡3. "Yes Officer, My Virtue Signal Is Broken" (Beware of greenwashing and slacktivism). 👮‍♂️☮  Many people try to use “spiritual credibility” to project competency and build trust to win business. […] It’s not as important for an advisor to tell you he or she is a Christian as it is for he or she to demonstrate Christian principles.   💡4. FIRE = Just a New Idol? — Exchanging spiritual dependency on job income for spiritual dependency on investment income. ‍👦 Do we really give out of disciplinee, let alone faith?

Ep23 - "Financially Irresponsible" by Rahkim Sabree, AFC

#BLUFFbooks 📚 — “Financially Irresponsible" (p. 2019) by Rahkim Sabree, AFC Big Ideas Below: ⬇️   💡1. You Are What You Think (The cancer of a victim mindset).   💡2. “A Powerful Jedi You Seek, Hmm?”(Finding and paying wise mentors)   💡3. Paycheck to Paycheck? (Beware of lifestyle creep).   💡4. Your Credit = Your “Baseball Card” (Work on your financial batting average!)   💡5. Preserving The Kingdom (Funding Your Retirement & Educating The Next Generation).

Ep22 - "Nudge" by Thaler & Sunstein, w/ Andi Wrenn, AFC

#BLUFFbooks 📚 — “Nudge: The Final Edition:” (p. 2021) by Richard Thaler & Cass Sunstein Subtitle: "Improving Decisions About Health, Wealth, & Happiness."  Big Ideas Below: ⬇️   💡1. Homo Economicus?: Humans are not purely rational creatures - we're all highly influenced by our (very uncertain) personal environments. 💡2.  Think Fast! - We rely on cognitive heuristics to react to sudden danger & conserve mental energy. But such biases can produce very flawed decisions. 💡3. Choice Architecture: "We make the room, and the room makes us." There's no such thing as an "influence- neutral" environment. 💡4. Libertarian Paternalism: Requiring folks to use their reflective, higher-level thinking skills to consciously "opt in" if they really want the "unhealthy" option.

Ep21 - "The Art of the Sabbatical" by Cady North, CFP & MBA

#BLUFFbooks 📚 — “The Art of the Sabbatical:” (p. 2024) by Cady North, CFP & MBA Subtitle: "A Money and Mindset Guide for Your Next Work Break."    💡Big Ideas Below: ⬇️   🧠 1) Sabbath Rest: An ancient idea for a timeless human need.   🧠  2) Your are not your job: resetting boundaries & reevaluating goals.   🧠  3) Packing Your Bags & Burning The Boats: Preparing - and committing- to your sabattical.   🧠  4) Failure to (Re) Launch? - Coming back right when the time is right.