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The Investing for Beginners Podcast - Your Path to Financial Freedom

Latest episodes

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Jul 1, 2024 • 1h 10min

Insights on Selling Stocks and Evaluating Management from Brett and Ryan of Chit Chat Stocks

Join Brett and Ryan from Chit Chat Stocks as they share valuable insights on selling stocks, evaluating management, and refining investment processes. Learn about research strategies, industry understanding, gradual investment growth, and the impact of management on stock performance. Explore red flags to avoid, tips for informed investing, and the importance of continuous learning. Tune in for practical advice and strategies for better investment decisions!
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Jun 27, 2024 • 40min

Back to Basics: Opportunity Costs in Investing

Dave and Andrew tackle opportunity costs in investing, comparing stocks to S&P 500 funds and savings account rates. They discuss portfolio management strategies, KPI tracking, and avoiding impulsive trades. Learn from Warren Buffett's approach, stay focused on key positions, and consider opportunity costs for smarter investment choices.
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6 snips
Jun 24, 2024 • 51min

Digging Into Semiconductors: Analyzing Skyworks with Tyler Nash

Investor Tyler Nash discusses his investment in Skyworks, its ties to Apple, industry moats, and long-term goals. Topics include partnerships, diversification, electric cars, and IoT, alongside risk evaluation and confidence in market fluctuations.
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14 snips
Jun 20, 2024 • 51min

Back to Basics: Avoiding Financial Statement Yellow Flags

Learn about 'yellow flags' in investing such as leadership changes and financial concerns using examples like PayPal and Microsoft. Explore the impact of company culture and management choices on performance and the importance of transparency for successful investing.
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Jun 17, 2024 • 36min

IFB350: Investing Abroad - Understanding TSMC, Geopolitical Risks, and Foreign Companies

Delving into investing abroad with TSMC as a case study, addressing geopolitical risks and accounting standards. Discussing cloud computing demand, energy sectors, and potential investments in tech giants like Microsoft. Controversial topic of investing in Palantir, exploring high PE ratio and risks. Stay tuned for insights on navigating international and tech investments!
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4 snips
Jun 13, 2024 • 30min

Back to Basics: Understanding Efficient Markets for Beginners

Exploring efficient market theory, Andrew and Dave discuss the impact of market emotions on stock pricing. They highlight the dangers of active trading and advise on the benefits of dollar-cost averaging. Valuation knowledge and patience are key for successful investing in efficient markets.
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Jun 10, 2024 • 39min

IFB349: Stock Splits, Diversification, and European Markets

Delving into investing topics, they discuss stock splits, diversification, European markets, and maximizing returns. Insights on maintaining interest, finding what works best, and prioritizing investments. Topics include Chipotle stock split, VTI vs SPY, and beginner strategies. Valuable advice on ETFs/index funds, reinvesting profits, managing time effectively, and navigating market fluctuations.
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Jun 6, 2024 • 48min

Back to Basics: The Best Way to Read a 10k

Exploring the world of annual reports, the hosts discuss how to read a 10-K for understanding a company's performance and risks. They focus on revenue, use Finchat for financial evaluation, and analyze companies like John Deere and Netflix. Learn valuable insights on analyzing KPIs and creating questions to enhance investment decisions.
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Jun 3, 2024 • 49min

Scott Hanson on Fiduciary Responsibility and Financial Planning for Beginners

Welcome to "The Investing For Beginners Podcast." In today's episode, we welcome Scott Hanson, co-founder and vice chair of Allworth Financial. As a fiduciary advisor with extensive experience in financial planning, Scott provides valuable insights on several key topics.We'll discuss recent Department of Labor regulations emphasizing fiduciary responsibilities for 401k plans, the shift in retirement trends, and the evolving landscape of financial advising. Scott will explain why smaller investors should consider subscription or fee-based models and the importance of comprehensive financial planning with a tax perspective.We'll also cover the changing concept of retirement, the critical role of 401k savings, and why Social Security should not be your sole retirement plan. Additionally, Scott will share tips on properly vetting your financial advisor and the importance of building a trusting relationship.Whether you're starting your financial journey or refining your investment strategies, this episode is packed with actionable advice and industry insights. Tune in as we explore these crucial topics and more with Scott Hanson.00:00 Surround myself with smart people, seek growth.03:55 Conflicts in financial product distribution and commissions.07:37 Advisors should act as fiduciaries at all times.12:01 New financial planning model includes various fees.13:53 Building trust in relationships crucial for financial advice.17:32 No free lunch, watch insurance company claims.22:02 Iras require fiduciary management; game changing.23:34 Financial advisors help achieve goals through planning.26:57 Young financial advisors need people skills, persuasion.31:29 Gut feeling: Benefits to wealthy will decrease.33:24 Financial independence ideal, retirement evolving, work options.37:38 Personal responsibility crucial for financial security, government assistance.40:00 Assisting with financial planning and mentoring new advisors.Learn more about Scott and his firm here:Allworth FinancialToday's show is sponsored by:Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!Start your free online visit today at Hims.com/INVESTINGFind great investments at Value SpotlightHave questions? Send them to newsletter@einvestingforbeginners.com DCF Demystified LinkSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 30, 2024 • 40min

Back to Basics: Essential Portfolio Maintenance for Investors

Hosts Andrew and Dave discuss portfolio maintenance strategies, balancing growth and risk, tech giants' dominance, owning low-growth companies, and tax considerations. They emphasize understanding businesses, avoiding unfamiliar sectors, and seeking guidance based on lifecycle and goals. The episode offers practical tips on making informed investment decisions.

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