For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. 

This content is for information and education only, and should not be considered personal advice. For personal advice, contact your registered advisor.

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/10/20/19/066adc25-a91f-4f9d-9892-c65bf62cd73f_episode_35_how_to_be_wealthier_and_happier.mp3

Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions.Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances.

35 How to Be Wealthier and Happier...A Framework for Anyone

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/10/6/17/7745a391-3d56-4b80-bc5a-7606d8df8964_34_excess_returns_part_3_of_3.mp3

Dan and Brian conclude their discussion of Excess Returns, including the mindset necessary of great investors and indicators that those great investors followed.

34: Excess Returns, Part 3 of 3

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/9/23/20/197a8eeb-a7de-494c-a8ac-5f9f3d5ba931_33_excess_returns_part_2.mp3

Brian and Dan continue their discussion of Excess ReturnsTo read the article we referenced, click <a href="https://www.researchaffiliates.com/en_us/publications/articles/832-revisiting-teslas-addition-to-the-sp500.html" rel="nofollow">HERE</a>.

33: Excess Returns Part 2

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/9/23/15/c37eddd2-6755-400d-a4e6-0a72ce1ccf41_32_excess_returns_part_1.mp3

Brian and Dan discuss Excess Returns, by Frederik Vanhaverbeke.

32: Excess Returns Part 1 of 3

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/9/16/21/e8b488ff-dca7-4366-9098-a5e1f853c2f6_31_investing_for_kids.mp3

Brian and Dan discuss investing for children, including the various types of accounts like 529 plans, Coverdell accounts, and UTMA/UGMA accounts.

31: Investing for Kids

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Dan and Brian discuss some things they learned from a family that went through Alzheimer&#39;s disease in their family.

30: Alzheimer's

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/9/2/20/952a7e4f-e270-4ed6-8913-8cafe3af113a_episode_29_caregiving.mp3

Dan and Brian discuss caregiving, including:<ul><li>Early warning signs that extra help may be needed.</li><li>Family communication</li><li>Being a caregiver vs being a family member</li></ul>

29: Caregiving

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/8/26/20/2895680a-ae41-4ccf-a974-916458f202fe_episode_28_psychology_of_money_part_3.mp3

Dan and Brian finish their discussion on Morgan Housel&#39;s book: The Psychology of Money

28: The Psychology of Money Part 3

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/8/12/15/7a5c4f5f-34c8-440b-934d-a30d2915ea84_episode_27_psychology_of_money_part_2.mp3

Brian and Dan continue their discussion of Morgan Housel&#39;s excellent 2020 book, The Psychology of Money.

27: The Psychology of Money Part 2

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/7/22/1/2006a21a-d26e-40cf-8402-74e29e87341b_episode_26_paychology_of_money_part_1.mp3

Part one of 3 episodes covering Morgan Housel&#39;s book, The Psychology of Money.

26: The Psychology of Money Part 1

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/7/22/1/cd76caa3-6221-477c-b1d8-fa2cf34a6055_episode_25_edit.mp3

Matching your portfolio to your goals. In addition to knowing your own tolerance for risk, you also need to understand the range of risks that may lead to a high likelihood of success. What is the risk capacity of your portfolio? Of you behavior?

25: Risk Part 4: Risk Capacity

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/7/22/1/c3f7c2e4-da59-4cdf-8c49-8e5dff8022db_episode_24_risk_perception.mp3

Understanding how risk tolerance and risk perception may differ.

24 Risk Part 3: Risk Perception

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/7/15/18/b0657831-036f-4a94-b395-3e0b891282f2_episode_23_risk_tolerance.mp3

Brian and Dan discuss risk tolerance and how it may influence your investment decisions. To find your own risk tolerance score via Riskalyze, just click this link: <a href="https://l.facebook.com/l.php?__tn__=H-R&c%5B0%5D=AT0_jO9RkgAGSL7ZM3zH2drRTWj1-5KWTO9AIrOPPpAauTl_8DUrnATEC0BwN6DdO8-y_VO3ofkM6miXoLE229OZHusFhbUqIY7sLMRv_BA1KKhpSPbiMG6x6ohgNZFOhpdwMh93IDDCIRZffMj9PMJtu6ieRHUOgfU&h=AT12dTeXNtNhHmqzPnldfu3Bq6vrtpYV6HL-WmstuZqbEBO3HANgQmhlcHeelNR1WEvneqGdLbifWSJgYviN45qwA77oS0t58W3u3LY_AIioF9EeyhqRgEmKIBJ6sfdIzCn9q-amb-ATkiNZQg&u=https%3A%2F%2Fpro.riskalyze.com%2Fembed%2F38b26b0998be68df04bf%3Ffbclid%3DIwAR1Zm1hi2YxIuDIfs42HJ_9jjQ8O6AWqx7SQ1qFxp6kCDzdXyi2mfWiDizY" rel="nofollow">CLICK HERE</a> NOTE: Although an email is required to get your risk score, we absolutely will not contact you unless requested.HINT: The S&amp;P 500 is normally about 75-80 on the Riskalyze scale. The aggregate bond index is normally about 25-30, and cash is typically a 1.For more about Riskalyze, please visit their website at <a href="https://www.riskalyze.com" rel="nofollow">https://www.riskalyze.com</a>.

23: Risk Part 2: Tolerance

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/7/6/18/92581be9-4fcf-438c-9f24-4c6b6e76f348_episode_22_risk_part_1.mp3

Dan and Brian discuss risk. There are many ways to define risk, as well as a few specific risks that may not be obvious.

22: Risk Part 1: Introduction

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/6/28/18/01856fd4-5f89-498b-91b9-b8917b45702c_episode_21_the_missing_part_of_estate_planning.mp3

Dan and Brian discuss potential issues that follow someone&#39;s passing, and ways to address them.

21: Estate Planning: Beyond the Documents

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/6/21/21/daa95754-7ebe-4b26-8304-2b41c047be56_episode_20_content.mp3

Brian and Dan discuss some key factors to consider when choosing the advisors you want to interview before hiring.

20: Choosing Advisors to Interview

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/1/13/18/3117faee-0eab-4125-baaf-900bd6b273b6_https_3A_2F_2Fd3ctxlq1ktw2nl.cloudfront.net_2Fstaging_2F2020-11-04_2F550e10eb9d708213dd68ebdc743fd0b4.m4a

Brian and Dan discuss some of the most widely accepted best practices for building a core investment portfolio.  Topics include: Risk, Time, Allocation, Diversification, and Rebalancing.

19: Basics of Building a Portfolio

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/1/13/18/8a12735c-790c-4548-9309-7fba96fd4bf7_https_3A_2F_2Fd3ctxlq1ktw2nl.cloudfront.net_2Fstaging_2F2020-11-04_2F9de6a161f7bf6cd0b9822aebb5223ba2.m4a

Brian and Tom discuss James Montier&#39;s &#34;The Little Book of Behavioral Investing&#34; Topics cover some of the mental errors we are likely to make as investors, and how to protect our portfolios from those errors. This is a long episode, but well worth the time...or just buy the book!

18: The Little Book of Behavioral Investing by James Montier

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/1/13/18/d16fec38-e2d3-49c3-b994-a5c8dd3927b9_https_3A_2F_2Fd3ctxlq1ktw2nl.cloudfront.net_2Fstaging_2F2020-10-02_2Fa9abea4b5dc16a7e4ad50107e719f04b.m4a

This one really hit us hard. Lessons on life&#39;s gifts that go beyond the money. Hard work. Problems. Gratitude. Friends. Giving. Dreams. A Single Day.
Thank you for listening.

17: The Ultimate Gift by Jim Stovall

https://s3.us-east-2.amazonaws.com/pod-public-media-files/2021/1/13/18/b642291e-3f45-4fbe-971a-47ce59b14ef7_https_3A_2F_2Fd3ctxlq1ktw2nl.cloudfront.net_2Fstaging_2F2020-10-03_2F8dd3cc472a55e33cae90fac15b54a362.m4a

Dan and Brian answer common questions they receive from the internet and in real life. They touch on conquering paralysis, P/E ratios, some vocabulary, why should anyone pay an advisor, and more. 
Thank you for listening. 
This episode and all content is for information and education only. Although the hosts are qualified, experienced advisors, nothing should be considered personal investment advice or personal financial planning advice. For personal advice, you should work with someone at an individual level. 
