Good Stewardship and Money

Join Margaret Wittkopp and Jim Rosetti in today’s episode they discuss stewardship. What are our responsibilities around our time, talents, material possessions, or wealth and how are they used or given for the service of God in relation to investing?

Highlights

(:49) Listener’s Corner – the Bible, Investing, and Wealth

(2:52) Living an abundant life

(3:42) Your relationship to money

(5:00) Being a good steward means avoiding greed

(6:48) Parable of the talents

(8:50) Sharing wealth

(11:26) Speculating and gambling vs. prudent investing

(16:05) Squandering wealth

(18:59) Money as your God

(21:00) Stewardship, money,  and investing

(23:40) Covetedness

(25:00) Using your money wisely

 

 

Key Links:

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

Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

Dismantling Investor Prediction Syndrome

Join Margaret Wittkopp and Jim Rosetti in today’s episode they discuss the risks of investor prediction syndrome. Understanding how markets work, our biases, and the trendy DIY investing tools is a must for attaining your American Dream.

Highlights

(1:10) Listener’s Corner

(3:23) Putting chaos into perspective

(4:26) Predicting the future lies in the science of investing

(8:47) Defining investor prediction syndrome

(9:49) The pervasiveness of investor prediction syndrome

(11:35) The screens through which we see the world

(14:15) Financial coaching helps us to hear what we ‘need’ to know not just what we ‘want’ to know

(17:20) Putting yourself in a place to make empowered decisions

(18:04) Taking a back seat to investing can be financially unhealthy

(25:51) Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

 

 

Key Links:

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

The Science of Investing

Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss what is meant by the often-used phrase, the science of investing. A well-thought-out and proven investing strategy can provide great peace of mind around investing.

Highlights

(2:00) Exploring your purpose for money

(6:01) Defining the science of investing

(9:20) Empirically tested investment equation components

(15:00) Nobel prize and academically researched strategies coupled with Matson Money engineered portfolios and GIPS audited returns

(23:00) Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

 

 

Key Links:

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

The Cost of Investing

In today’s episode, we take a closer look at the various costs of investing. Some costs are internal, some hidden and sometimes there is even the claim of no-cost (not true!) investing.  Join Margaret Wittkopp and Jim Rosetti in their discussion of fees, commissions and expenses of investing.

Highlights

(1:35) Selling financial products vs educating about financial services.

(4:05) Are you paying reasonable costs on your portfolio?

(7:39) Margie’s ‘aha’ moment moving from adviser to coach

(13:00) Cost of missing out on returns

(18:50) Overcoming greed in the financial industry

(14:45) Viewing money as a tool

(21:00) Finding a new way to invest, creating your American Dream (Event link)

(23:20) Empowered Investor Series – Zoom presentations (Calendar link)

(23:25) Wall Street Bullies vs Fiduciaries

 

Key Links:

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