Episode 81: Beneficiary Designation and Account Information Spreadsheet.

7 min · 24. maj 2026

Description

It's important you take certain steps with your investment accounts in the event that something were to happen to you.

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86 episodes

Episode 86: Opportunity Set and How to Help Your Luck.

Investing runs on luck. The opportunity set is there for you but you have to leverage it.

Episode 85: Why I Don't Invest with Other People's Money.

Talking about investing on margin and why I don't invest with OPM.

Episode 84: Frugality and Playing It Small.

Sometimes we get so used to living frugally, that we look at investing through the same lens. Is it really serving us?

Episode 83: Decluttering Over the Summer.

My goal is to declutter around the house over the summer. How to declutter your portfolio.

Episode 82: Invest with Intentionality.

Intentionality is vital to the success of your portfolio.