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What About the Risk?
Episode 13 | Investing in the stock market is risky! Or is it? Investing risk is NOT what you think it is.
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We Haven’t Lost Anything
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
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3 Questions for Better Decisions
Episode 58 | When you’ve made a decision, ask yourself these three questions. It’ll either confirm your decision is wise, or it could prevent you from making a horrible mistake.
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The Fear of Missing Out in Investing
Episode 134 | Many of us fall into a trap: the common fear of missing out in investing. Avoid it. However, successful investing requires a specific FOMO.
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We Are Business Owners
Episode 125 | Who are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners.
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It’s Too Late!
Episode 79 | Don’t do it! 🛑 That hot stock, that rumor, that investing trend you want to try… Stop. By the time you hear about it, it’s too late.
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Don’t Invest on Feelings
Episode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.
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Embrace Volatility
Episode 52 | Don’t be afraid of market volatility. It is how we earn superior returns for the long term. Embrace volatility, and ensure your advisor does the same.
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The 7 PRINCIPLES of Financial SUCCESS
RetireMentorship Episode 179 | The 7 PRINCIPLES of Financial SUCCESS | No one sets out to fail with finances. We seek success.
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Creating a Financial Plan 2 – Investment Planning
Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
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Facing the Bear
Episode 68 | When you stare into the eyes of the beast threatening everything you’ve worked for, what do you do? How do you face the bear?
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How to Create an Investment Plan: 7 Steps to Invest With Purpose
Every successful investor needs more than a collection of investments—they need a clear plan.
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Is it Too Late to Invest?
Episode 78 | As people age and approach retirement or the end of life, they often wonder, “Is it too late to invest?” Not if it is according to a plan. ✅
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What Investments Should You Choose? (Step-by-Step Guide)
Not sure what investments to choose? In this step-by-step guide, we break down how to select the right investments based on your goals, risk tolerance, and time horizon—so you can build a smarter, more confident portfolio.
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Time Horizon
Episode 38 | Your Time Horizon (when you will be using you investments), is important.
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Can You Beat the S&P 500?
Cyrus asks, “Can you beat the S&P 500?” Specifically, he references how Dave Ramsey has said on his show that it is “easy to find funds that outperform the S&P 500.” Is this true? And if it is so easy, why doesn’t everyone do it? I did provide an answer to this three years ago…
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Seven Pillars of Victory
Episode 7 | Trying to build a successful financial life? There are Seven Pillars to build it upon. Good news! Timing and luck are not among them.
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Should I Get Out of the Stock Market
Episode 83 | Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
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Should You REALLY Manage Your Own Money? (The 5 Questions That Decide)
Managing your own investments can save money and give you greater control, but it also comes with significant responsibility.
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Investments (Still) Outperform Investors
Investments (Still) Outperform Investors In 2001, I broke the news to many of you in the very first episode of this podcast that the average equity investor performs worse than the investments the investors invest in. It will shock none of you that investments still outperform investors. Episode 1: Investor Vs. Investment Return The first…
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Investor vs Investment Returns
Episode 1 | The Average Investor receives half the lifetime returns of the investments the investor invests in. Focus on Investor Returns, which you can control, instead of Investment Returns, which you cannot.
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Investing Order of Operations
Episode 111 | We cannot simply choose investments at random. We must follow the process: the investing order of operations.
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Money Monster
Episode 126 | Hollywood can push out Stock Market thrillers, and 2016’s Money Monster is no different. What lessons can we learn from the big screen?
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When Should I Change My Investments?
Episode 133 | When should I change my investments? When your goals change. We begin with the end in mind. If the end changes, the beginning may as well.
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The Four Horsemen
Episode 4 | The Four Horsemen, Chasing Returns, Poor Diversification, Market Timing, and Panic, are to blame for our abysmal investor returns.
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The Hidden Danger of Crypto Investing (No One Talks About This)
Is crypto a smart investment, or a risky speculation? In this video, we break down the real dangers of crypto investing, including volatility, uncertainty, and common mistakes investors make before adding it to their portfolio.
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How to be Above Average
Episode 8 | No one wants to be average, let alone below it. Let’s explore how you can be above the pack. First, though, we need to understand “average.”
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The Siren Song of Short-Term Guarantees
Episode 140 | Do not listen to the Siren Song of short-term guarantees. In the realm of investments and financial decisions, the age-old debate between short-term guaranteed returns and long-term potential returns is perennial.
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Breaking News!
Episode 11 | “Do you live under a rock?” Nothing is more ubiquitous, or dangerous, the the infatuation with news. You would be better off ignoring it all together.
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Don’t Measure the Moment
Episode 57 |
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The Immense Stupidity of Investment Selection
Episode 112 | The media’s overemphasis on investment selection leads to a lot of bad ways to select your investments. What’s the right way?



