Learn financial English in this Business English lesson on pitching an investment opportunity to a client.
Apr 2022
TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk
On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is just an overall very smart and thoughtful guy. You may re ... Show More
56m 18s
Nov 2021
Ask HTM - Buying a Home to Fight Inflation, Ethical Conundrum By Receiving Co-Pay Assistance, & Financial Priorities After Having a Baby #442
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo. Regardless of how random or bizarre you might think it is, ... Show More
47m 38s
May 2021
Ask HTM - Switching from a Robo Advisor, Saving or Investing Funds for a Baby, & Does Infinite Banking Actually Work? #358
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo!
1 - Target date funds in my brokerage account- is this allo ... Show More
37m 35s
Sep 2023
MI Rewind: Investing Is Your Superpower w/ Shinobu Hindert
Robert Leonard talks with Shinobu Hindert about her book, Investing is Your Superpower, the relationship between money and women, and much more!
Shinobu Hindert is a Certified Financial Planner, money expert, and creator of Empowered Planning, LLC. As a financial advisor, she cre ... Show More
39m 4s
Dec 2021
Ask HTM – Selling Tesla Stock to Buy a House, Roth vs Traditional 401k, & Volunteering My Financial Knowledge #454
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo. Regardless of how random or bizarre you might think it is, ... Show More
45m 32s
Feb 2022
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.
IN THIS EPISODE, YOU'LL LEARN:
1:25 - Ramifications of the most recent FOMC meeting (which was happen ... Show More
1h 1m