How to Get a Payroll Tax Refund

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This payroll tax refund is only available for a limited time on Getrefunds.com. Click the link in the show notes below to go to birddogs.com and when you enter promo code investing they'll throw in a free yeti style tumbler with every order. Start investing today, let the markets do their thing and you do yours because no matter what's going on in the market, you can be invested with Betterment.

Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment.

14:34 - Ken’s approach to constructing a portfolio for his clients.

32:20 - Why January is often an indicator of how the market will perform throughout the year.

39:05 - Ken’s thoughts on holding bonds in the current market environment.

44:15 - Whether TIPS are a wise investment instead of bonds.

59:01 - The biggest mistakes Ken sees in the clients he has worked with.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Ken’s website.
Check out Ken’s articles on Forbes.
Check out Ken’s books.
Benjamin Graham’s book The Intelligent Investor.
Robert Edwards’ book Technical Analysis of Stock Trends.
Related episode: Listen to MI115: Young Investors Getting Started w/ Kelly Lannan, or watch the video.
Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.

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