Jun 18
Climbing the Wealth Ladder with Nick Maggiulli
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for fr ... Show More
37m 2s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.
Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
Nov 2024
What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A
In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what to do with an old 401k, books for buying businesses and so much more. Today we are going to answer these questions! Question 1: Should ... Show More
32m 39s
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 3m
Jul 2023
Breaking Down Investments: How And What We Invest Our Money Into
Chris and I are constantly asked about our investment strategies, and today, we’re breaking each of our investments down by the level of risk associated with them! We encourage you to invest in yourself and your business before anything else, as it is the least risky and most cru ... Show More
30m 44s
Jul 2024
#220 How to Build a Diversified Investment Portfolio
In this episode, Dr. Peter Kim dives deep into the world of smart investing, helping you craft a diversified investment portfolio that works for you. We'll explore key strategies for asset allocation, discuss how to prioritize cash flow, and uncover the power of income-producing ... Show More
11m 19s
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s