If I Were a Rich Man

After a long period of low inflation, there is talk of inflation increasing. In this conversation, we’ll take a historical look at inflation, what its effect is on different investments, and how you can best prepare for a period of increased prices. Join Margaret Wittkopp and Jim Rosetti in their discussion on inflation and investing.

Highlights

(02:27) Defining wealth

(03:31) Predicting the future

(11:17) Stock pIcking

(12:03) The value of sound academic method of investing

(16:42) Creating your own definition of wealth

(24:50) Disciplined saver living at or below their means

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Inflation Returns – It’s All a Matter of Perspective

Investing to grow wealth requires a good base of education

In this episode:

The investment industry is set up for its own success and not necessarily that of the investor. Join Margaret Wittkopp in this discussion about empowering investors with the right terminology, choosing the right investing professional, the importance of your connection to money, avoiding gambling with your investments, and much, much more, as Veritas kicks off a new version of their weekly podcasts.

Highlights

(04:20) Financial advisor vs financial coach

(07:00) The quandary of feeling like there is never enough money

(10:30) Conflicts of interest built into the investing industry

(14:00) Diversification is more complicated than generally believed

(15:10) The ‘no-talk’ rule of money

(20:50) Investing is a great way to grow wealth

(22:35) There is a better way to invest

Key Links

• Veritas Financial Services, LLC Website: http://veritasinvesting.com

• For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262

You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com