Weekend Review

Weekend Review May 9, 2021

Favorite Articles/Podcasts/Videos Ben Carlson – How to Lose Money When the Stock Market is at All-Time Highs – “If you own a handful of individual stocks that are getting killed at the moment, understand this is how it works.Investing in individual stocks is hard. Large drawdowns are more frequent. Bigger gains are possible but so are bigger losses. There are…

Continue Reading

Weekend Review

Weekend Review May 2, 2021

Favorite Articles/Podcasts/Videos Jonathan Clements – Hanging Tough – “Third, I have plenty of cash to cover my costs in the years ahead. I’m still making enough to cover my living expenses, thanks mostly to my work for Creative Planning. But even if that went away, I have enough in short-term bond funds and cash investments to cover my living expenses for the next five…

Continue Reading

Millennials, Podcasts

The Long Game Podcast Episode 11- Thomas Kopelman Interviewed By Justin Castelli

Apple Podcast Google Podcast Spotify Podcast We are back with another episode of The Long Game Podcast and this time Justin Castelli interviews Thomas to let him share his story as a celebration of 1000 downloads. Hope you guys enjoy! In this episode with Thomas and Justin we talk about: Thomas’ journey from quitting basketball to trying to figure out…

Continue Reading

Financial Planning, Millennials

What To Do With Your Old 401(k) After You Switch Jobs

Here are a few crazy statistics about millennials and working:  25% of millennials plan to switch jobs within the next year (cnbc)  The average job length for a millennial is 3 years (recruiting.com) 60% of millennials are open to new job opportunities (recruiting.com) It’s safe to say that millennials are job hoppers. We want to find the right place to call…

Continue Reading

Weekend Review

Weekend Review April 25, 2021

Favorite Articles/Podcasts/Videos ANNA N’JIE-KONTE – What’s the point of a financial advisor anyway? – “From what I’ve seen, a lot of people seem to think that an advisor is going to wave a wand and be life-changing for them. I believe a good advisory relationship has the possibility to be life-changing. For example, if you’re stressed about your finances around…

Continue Reading

Weekend Review

Weekend Review April 18, 2021

Favorite Articles/Podcasts/Videos  Ben Carlson – Overnight Millionaires? – “She is so right about the potential for being a client for decades. This is why many of the young and wealthy are seeking out advisors who are their peers. That’s not to say older advisors can’t understand younger clients but most young people aren’t impressed by the name on the door…

Continue Reading

Podcasts

The Long Game Podcast Episode 10 – Alex Feinberg

Apple Podcast Google Podcast Spotify Podcast We are back with another episode of The Long Game Podcast and this time I am joined by Alex Feinberg. Alex is a professional baseball player turned hedge fund analyst, Google employee & fitness entrepreneur. He has built an impressive audience over the past 2 years. In this episode with Alex we talk about:…

Continue Reading