Episode 1: An Introduction

Episode 1: An Introduction

The beginning of our journey into changing our relationship with money. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Episode 2: Money and Your Life's Narrative

How our experiences in youth help shape our financial decisions. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. ‍Morgan Housel – The Psychology of Money. U. Malmendier, S. Nagel, “Depression Babies: Do Macroeconomic Experiences Affect Risk-Taking” (August 2007). -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Episode 3: The Principles of a Portfolio | Part I — Time to Compound

Exploring how time is the most underappreciated ingredient in a well-constructed investment portfolio. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. The Almanack of Naval Ravikant – Eric Jorgenson Why Market Timing Can be So Appealing – Nick Maggiulli -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Episode 4: The Principles of a Portfolio | Part II — Built to Last

Reviewing the foundational principles to build your portfolio for today, tomorrow, and far into the future. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. Hayden Lindskog A New Direction for the Future of Financial Services –Andreas W. Hansen and Martin Gronemann White Paper: A New Direction for the Future of Financial Services — ReD Associates -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.

Episode 5: The Principles of a Portfolio | Part III — Diversification

Discussing why diversifying your investment portfolio helps decrease risk without lowering return. -- The ideas in these episodes are not mine alone and are based on my learning of time-tested principles.  I am grateful for the work that has been done by people like Naval Ravikant, Eckhart Tolle, James Clear, Morgan Housel, Nick Maggiulli, Brian Portnoy, Derek Sivers, Carl Richards, Cameron Passmore, Benjamin Felix, Michael Kitces, and many others. How I Invest My Money – Joshua Brown and Brian Portnoy World Equity Weights source - Dimensional Fund Advisors H. Bessembinder, “Do Stocks Outperform Treasury bills?” (May2018). -- This content is for informational purposes only and should not be construed as advice or recommendation. Past performance does not guarantee future results. Please consult a licensed financial professional before making any investment decisions.