Today

3547: Taking Advantage of Mr. Bear by JL Collins on Market Downturn Investing

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3547: JL Collins shows how a market downturn can be used strategically to reduce or eliminate capital gains taxes while kee ... Show More

8m 24s

Today

3546: The Pursuit Of Status: How To Avoid Chasing The Wrong Things by Louis Chew with No Sidebar

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3546: Louis Chew explores how the “Diderot Effect” quietly traps us in cycles of consumption, revealing how our purchases o ... Show More

12m 16s

Yesterday

3545: 4 Reasons You Should Rollover Your 401(k) Into an IRA by Jeff Rose of Good Financial Cents on Smarter Retirement Planning

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3545: Jeff Rose explains how rolling over a 401(k) into an IRA can expand your investment choices, streamline your finances ... Show More

8m 59s

Oct 2022

1513: Who Should Contribute to a 529 Plan by Wanderer

Wanderer fills us in on who should contribute to a 529 plan. Episode 1513: Who Should Contribute to a 529 Plan by Wanderer Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world seeking out knowledge fr ... Show More

13m 15s

Feb 2018

The Real Reality Of The Retirement Crisis - Jeffrey Small

You're young and probably not too excited about talking retirement - but you should be. You see, thinking about retirement at an early age only sets you up for success in the future. How much success...well that's anyone's guess...but if we look at math alone, starting to save ea ... Show More

27m 49s

Sep 2023

MI Rewind: Young Investors Getting Started w/ Kelly Lannan

Robert Leonard chats with Kelly Lannan about the four ways that young investors are learning about finances, what Fidelity is and what the company does, and much more! Kelly Lannan is the Vice President of the Young Investors at Fidelity Investments. Kelly discusses different top ... Show More

58 m

Jul 2022

320: Finance Friday: How to Invest When the 20-Year Grind Pays Off

Retirement strategies range from simple index fund investing all the way to full-on real estate development deals. What works for some investors won’t work for others. What’s most important to you is knowing what will or won’t work for your lifestyle. Some workers can easily do a ... Show More

1h 4m

Mar 2023

REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro

Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an a ... Show More

1h 12m

Feb 2022

TIP422: Frontier Market Investing w/ Maciej Wojtal

Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. IN THIS EPISODE, YOU’LL LEARN: 01:12 - Why you want to be invested in a stock market that is opening up ... Show More

1h 3m

Apr 2023

REI177: Building Wealth One Deal at a Time w/ Patrick Donley

Patrick Donley sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast where they interview Patrick on how he got started in his real estate investing career, his real estate investing strategies, the pros and cons of running a fix and flip business, ... Show More

1h 1m

Jan 2023

RWH020: The Disciplined Growth Investor w/ Fred Martin

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War. 14:22 - How he handles the pain & discomfort of difficult periods in the stock market. 31:52 - Why he thinks Tesla’s stock is overvalued & ... Show More

1h 59m

Mar 2023

MI Rewind: Retiring at 35 w/ Steve Adcock

Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - ... Show More

47m 16s

Dec 2022

MI Rewind: Socially Responsible & ESG Investing w/ Brendan Erne

IN THIS EPISODE, YOU’LL LEARN: 09:24 - What ESG investing is and why these new portfolios are needed. 14:49 - What data shows for socially conscious companies’ returns versus the broader market. 22:04 - The future of socially conscious investing in the next five to ten years. ... Show More

49m 15s

1820: The Yield Shield: Preferred Shares...