New Money New Problems Podcast

Accredited investors have access to a pool of investments and opportunities not available to the general public ... and you may already be considered one yourself!Check out this episode where we cover what it means to be accredited, potential changes coming to the definition of an accredited investor, and what it all means for you. EPISODE RESOURCESAccredited Investor DefinedAccredited Investor Legislation Accredited Investor Exam And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

Direct Indexing is a new investment style that blends characteristics of index and ETF investing with that of investment management.In this episode, we break down how direct indexing works, and cover the potential benefits to a high income investor.EPISODE RESOURCESDirect Indexing 101S&P 500 Weighting ArticleS&P 500 Annual Returns And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!   Support the show

Using tools like nonqualified investments can help young high income-earners generate wealth ... and taxes.In this episode we talk about taxes impact investments like mutual funds, ETFs and index funds, and share why you might shy away from holding one of them in your portfolio.EPISODE RESOURCESMutual Fund Tax DangersIndex Funds vs. ETFsETF Tax Efficiency ExplainedAnd if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

There are 5 upcoming dates that are crucial for federal student loan borrowers. In this episode, we tell you what they are and how to benefit from them in your student loan journeyEPISODE RESOURCESIncome Driven Repayment Waiver How to Review Your Student Loan HistoryIDR Plans Part 1 and Part 2And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

In this episode, we're joined by Courtney Hale. Courtney wears many hats: he's a CEO of a successful business, Super Money Kids. A property owner, and a "hope dealer". He is also a son, a father, and a widower, who has been through his fair share of hardship. Join us as we hear his story.Episode ResourcesSuper Money Kids And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

For long-term investors, years where the stock market goes down can represent an opportunity, not an obstacale. In this episode, we prove it to youAccess Episode Resources Here! Support the show

An investor's risk tolerance is their appetite for losing money in an investment without feeling a need to make a change.But should your risk tolerance be the same for every investment you have? EPISODE RESOURCESLeaving Your Legacy Webinar RegistrationAccredited Investor Definition Risk Tolerance Questionnaire And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!  Support the show

If you've thought about investing on your own, you've heard someone say that all you need to do is put your money in the S&P 500? But what is this index? How does it work? And is it actually the right place for EVERYONE to invest their money?And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

Investors regularly try to time the market, believing they know the perfect time to enter into or exit out of investments.In this episode, we discuss Dollar Cost Averaging, a method that uses consistency to (hopefully) take some of the human error out of the investing process.EPISODE RESOURCESLump sum vs. Dollar Cost Averaging article Auto-enrollment research  And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! Support the show

The Pyramid of Investments helps categorize how people should build their finances based on levels of risk.In this episode, we break down each level of the pyramid and how certain investments are utilized - positively and negatively - by high income earners establishing their portfolios. EPISODE RESOURCESPyramid of Investments Article Support the show