Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
The Best Personal Finance Podcast Out There
01:53 • 2min
Future U: How to Get Yourself Future Ready
03:56 • 6min
The Third Act
09:44 • 2min
The DFA Matrix Book 2023
12:09 • 4min
The Dimensional Matrix Book
15:51 • 3min
Dave Butler, the Global CEO of Dimensional
18:21 • 2min
The Trap Podcast
20:38 • 2min
The Bottom Two Percentile on Agreeableness
22:22 • 2min
The Benefits of Being Disagreeable
24:17 • 2min
The Concern About Capital Loss
25:48 • 5min
The Consciousness of Pricing
30:34 • 4min
The Meat and Potatoes of the Show
34:49 • 3min
The Importance of Financial Planning
37:58 • 5min
How to Lose a Client
42:31 • 2min
How to Avoid Yellow and Red Cards in Business
44:02 • 4min
The Importance of Being Proactive With Clients
48:13 • 2min
The Importance of a Clear Client Value Proposition
50:05 • 2min
The Goat of Onboarding
52:02 • 4min
The Yellow Card: How to Avoid It
56:26 • 5min
The Importance of Diversification
01:01:36 • 2min
The Disagreement of a Client
01:04:04 • 2min
The Trap of Miserable Client Relationships
01:06:23 • 4min
How to Use a Multi-Decade Compounding Machine to Forecast Financial Performance
01:10:45 • 5min
The Importance of Culture Corner
01:15:34 • 4min
Air, the Michael Jordan Film on Amazon Prime
01:20:00 • 3min