Joe Finance Joe Finance

Brian Feroldi - Invest In Your Mindset

Being human provides a distinct disadvantage while attempting to invest optimally. The issue is, we are emotional. The psychological aspect of investing is one that is discussed often and the ability to control emotion is argued by many to be the single most important aspect of an investor's strategy. For this reason, I thought the subject of psychology in investing may provide a fantastic discussion with one of the great minds of our current day, Brian Feroldi! @BrianFeroldiYT

In this episode, Brian and I discuss;

2:02 What psychological hurdles do investors need to conquer if they are to be successful investors?

4:00 How can investors maintain conviction during a bear market?

7:15 How can investors maintain control over emotions such as FOMO?

10:00 How can investors adjust their portfolios based on their personalities/circumstances?

13:37 How can investors prepare themselves for downside risk?

20:44 Is Brain’s strategy set or does he still tweak it now and then?

22:55 Should we study psychological or technical expertise from great investors?

25:30 Final thoughts and tips from Brian

Thanks for watching/listening!

Being human provides a distinct disadvantage while attempting to invest optimally. The issue is, we are emotional. The psychological aspect of investing is one that is discussed often and the ability to control emotion is argued by many to be the single most important aspect of an investor’s strategy. For this reason, I thought the subject of psychology in investing may provide a fantastic discussion with one of the great minds of our current day, Brian Feroldi!

In this episode, Brian and I discuss;

2:02 What psychological hurdles do investors need to conquer if they are to be successful investors?

4:00 How can investors maintain conviction during a bear market?

7:15 How can investors maintain control over emotions such as FOMO?

10:00 How can investors adjust their portfolios based on their personalities/circumstances?

13:37 How can investors prepare themselves for downside risk?

20:44 Is Brain’s strategy set or does he still tweak it now and then?

22:55 Should we study psychological or technical expertise from great investors?

25:30 Final thoughts and tips from Brian Thanks for watching/listening! If you’re interested in Brian’s content you can find links to his Twitter, e-Book, and courses below!

Brain's Twitter: https://twitter.com/BrianFeroldi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Financial Wellness Course: https://financialwellness.school/

Brian’s e-Book (Free Download!) https://brianferoldi.ck.page/100quotes

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Joe Finance Joe Finance

Andy Wang - Macro and Micro

What an amazing discussion with a true money master. Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial plans, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, the banking crisis, investing, or personal finance.

In this episode, Andy and I discuss

1:35 inflation, macroeconomics, and The Fed

5:30 Why are banks so sensitive to rate hikes?

11:20 What is Jerome Powell’s plan?

13:20 What happens when the treasury distributes wealth inequitably?

16:09 How can we prepare ourselves financially for an inflationary environment?

24:35 What lessons has Andy learned from recording his podcast “Inspired Money”

29:13 What has Andy learned about success over the years

33:11 Why goals are important

Hope you enjoy the content!

You can find more or Andy’s content here⬇️

https://www.runnymede.com/inspired-money/

What an amazing discussion with a true money master. Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial plans, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, the banking crisis, investing, or personal finance.

In this episode, Andy and I discuss

1:35 inflation, macroeconomics, and The Fed

5:30 Why are banks so sensitive to rate hikes?

11:20 What is Jerome Powell’s plan?

13:20 What happens when the treasury distributes wealth inequitably?

16:09 How can we prepare ourselves financially for an inflationary environment?

24:35 What lessons has Andy learned from recording his podcast “Inspired Money”

29:13 What has Andy learned about success over the years

33:11 Why goals are important

Hope you enjoy the content!

You can find more or Andy’s content here⬇️

https://www.runnymede.com/inspired-money/

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Joe Finance Joe Finance

Brian Feroldi - Demystifying Finance

What an amazing podcast with Brian Feroldi!

Brian truly is a financial educator and his knowledge shows through in tremendous fashion during this podcast. If your interested in markets, investing, personal finance, and the psychology of money then this is the episode for you. I truly enjoyed filming and listening back to this pod so my hope is that you will too!

What an amazing podcast with Brian Feroldi!

Brian truly is a financial educator and his knowledge shows through in tremendous fashion during this podcast. If your interested in markets, investing, personal finance, and the psychology of money then this is the episode for you. I truly enjoyed filming and listening back to this pod so my hope is that you will too!

If you would like to find more content from Brian (as I am almost positive you will after listening to/watching this pod), you can find his content via the links below. I highly recommend checking out Brian's financial wellness course as it is nothing short of an encyclopedia on how to protect your net worth!

Brain's Twitter: https://twitter.com/BrianFeroldi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Financial Wellness Course: https://financialwellness.school/

Referenced TIP episode featuring Brian: https://www.theinvestorspodcast.com/episodes/how-to-value-companies-like-alphabet-axon-and-figs-w-brian-feroldi/

Thanks for watching/listening!

Joe

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Joe Finance Joe Finance

Andy Wang - Inflation, Investing, and Personal Finance

Inflation, you know the word by now. Inflation forces us to evaluate our finances in even greater detail than before! In saying so, I wanted to find a guest who could help regular people like myself manage inflation on a personal level. I was fortunate enough to find Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial planning, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, investing, or personal finance 👍

If you enjoyed the content, you can find more from Andy here⬇️ https://www.runnymede.com/inspired-money/

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Joe Finance Joe Finance

Doug B - Portfolio Management

Whether your just getting started, or a grizzled vet, portfolio management will always be essential to your financial goals. Here is a great discussion on the matter I had with a returning guest, Doug B. We talk index funds, actively managed funds, individual stocks, and the importance of establishing a plan! Hope you enjoy!

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