In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney.
We start with Jeff’s background. He was a contemporary of Meb’s at the University of Virginia. The guys share a laugh recalling running out of class to check stock quotes back in the Dot Com boom.
As the conversation turns to inv ... Show More
Yesterday
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601
Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF ... Show More
54m 7s
Oct 7
Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600
Today’s guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm’s deep value strategy. He’s just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today’s episode, Toby starts by disc ... Show More
50m 5s
Mar 2023
394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More
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Mar 2021
305 | Finding Your Locus of Control | Stereo Live Q&A
It’s the third edition of ChooseFI’s live and interactive show via Stereo. You can submit a question, feedback, or comment, and find out how to join us for the live event by visiting ChooseFI.com/live. Brad and Jonathan are getting high on life. Not only have Brad’s daughters sta ... Show More
1h 13m
May 2024
526: Personal Finance for Beginners: Bank Accounts, Real Estate, and Retirement
Personal finance doesn’t have to be complicated. Saving, investing, and retiring early shouldn’t be a stumbling path to wealth, but many Americans feel this way. So, to clear up some of the money misconceptions, we’re doing personal finance for beginners FAQ episode, where we tak ... Show More
48m 2s
May 2024
Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves
Hosts: Matty A. and Ryan Breedwell Episode Overview: In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the economic landscape. They discuss significant topics such as the impact of FOM ... Show More
42m 31s