Category: CPG Professionals

In the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today? Show Notes Dave Ramsey on...

What do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully.   Show Notes Big Up Days in the Market Happen Much More...

Are investment returns impacted by who is in control in Washington? In this podcast, we look at the historical data on how presidents, congress, and election years impact the stock market. Show Notes       Follow...

In this episode, we break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle,...

In this episode, Justin talks about short-term rentals as an investment opportunity. Real estate has made lots of millionaires, but how do short-term rentals compare to other types of real estate? What risks should you be aware...

In this episode, we unpack our theory on why we think that Oil and Gas professionals are above-average investors. The cyclicality of the profession and an understanding of a business’s value and risks contextualizes market...

In this episode, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market? Show Notes Follow on Your...

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan? Show Notes...

How are Oil & Gas professionals thinking about the industry, risk management, retirement, and financial planning? In this episode, we sit down with Will Sims of Kosmos Energy and David McKellips of Williams to learn more...

In this episode, we talk about the case against dividend-focused investing. Why is it focusing on the wrong thing? Why dividends don’t protect you in the long term? Why are dividends suboptimal from a tax perspective? Show...