To be successful in investing, you just want to make sure you don’t make a few mistakes that most investors make. The biggest mistake is not knowing what you are doing when it comes to investing. It's like investing in stocks that you don’t understand because you’re afraid of FOMO. Scott Kyle and Patrick Fischer want to make sure that you avoid as many of th ... Show More
May 27
What Is a Roth Conversion — And How Can You Do It Wrong?
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ... Show More
43m 40s
May 22
The Tax Strategy High Earners Are Missing: How to Stop Playing Defense With the IRS
Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of the bigger wealth-building strategy. In this episode, Shari Rash talks with CPA and tax strategist Catrina M. Craft about how to sto ... Show More
42m 13s
May 19
Before Summer Gets Expensive, Do This Money Reset
Summer spending can feel casual… until the trips, camps, dinners, Target runs, kid expenses, travel plans, and “let’s just enjoy it” purchases start stacking up. In this episode, Shari Rash walks you through the money reset you need before summer gets expensive. Because the probl ... Show More
32m 35s
Sep 2023
TIP578: Fundamentals of Stock Investing w/ Daniel Pronk & Jake Ruth
On today’s episode, Clay Finck is joined by Daniel Pronk and Jake Ruth to share the fundamentals of stock investing. They dive into everything they wish they knew as a beginner, the books they would read, and the biggest mistakes they would have tried to avoid.
Daniel Pronk and J ... Show More
1h 14m
Mar 2023
TIP536: Buffett and Munger’s Principles and Mental Models
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in t ... Show More
55m 44s
Jun 2023
MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica
In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and man ... Show More
50m 59s
Aug 2019
MI001: A Guide to Getting Started Investing with Stig Brodersen (Investing Podcast)
On today’s show, I talk with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor’s Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the ... Show More
53m 11s