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Do More With Your Money

Mar 3, 2020

No pain, no premium.

The unfortunate reality is that to benefit from the returns of financial markets (especially the stock market) we have to be willing to accept the inevitable risk of short term declines.

Declines and periods of volatility happen regularly and are a normal part of investing.

The ups and downs can go...

Feb 26, 2020

In this podcast episode, I discuss the framework for deciding how aggressive to be with employer equity compensation.

Equity compensation discussed includes Options (at-the-money vs out-of-the-money) vs Restricted Stock Units (RSUs).

In situations where there is a vesting schedule (over a 3,4,5 year period), it almost...

Jan 21, 2020

The fear of missing out (aka FOMO) is one of the strongest forces that can affect investment decisions.

The best investors are comfortable with accepting FOMO and staying in their lane (focusing on their individual race).

It can be difficult to not let "water cooler talk" affect our investment decisions when we hear...

Jan 14, 2020

In this podcast episode, I discuss the three "mainstream" investing styles for the Mainstreet investor.

Active vs. Passive vs. Factor Investing


Jan 5, 2020

On this guest podcast episode, José Hernandez aka The Millennial Money Mentor (as he goes by on Instagram) joins me to talk about the future of financial education and personal branding.

In this episode, we discuss José's journey of navigating some of the pitfalls of corporate wealth management while trying to build...