Two Worlds of Investing

Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss the two distinct worlds of investing; prediction and forecasting vs empirically tested scientific principles as the basis for your investment strategy.

Highlights

(:20) American Dream Experience – Two days filled with AHA moments

(6:05) Digging into the two worlds of investing

(8:05) Your relationship with money requires education

(10:05) Scarcity and abundance

(12:50) World number one – investor predication syndrome

(15:43) Participating in the free  market for wealth building

(18:05 ) World number two – academic principles first recognized in the 1950s

(21:17) The language of investing, weighing emotion and fear

(24:02) The components of academic investing

 

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)

Annuities – What are they really?

Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss the definition of annuity and how this investment vehicle may or may not belong in your portfolio.

Highlights

(1:18) Listener’s Corner

(2:20) Defining annuity

(8:45) Diversified portfolio is better against inflation over time

(9:50) Can annuities be a good idea?

(12:58) Indexed annuities and guarantees

(16:27) Getting out early and penalties

(22:42) The market as your friend

(23:20) Caution, caution, caution

 

 

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)

The Lies My Broker Taught Me

Join Margaret Wittkopp and Jim Rosetti in today’s episode as they discuss the media and brokerage messaging in the investment industry. Misinformation, lack of complete information some plain old sleight of hand creates confusion when an investor is seeking the truth.

Highlights

(:45) The Dirty Filthy Lies My Broker Taught Me and the 101 Truths of Money and Investing by Mark Matson – a book offer

(2:45) The importance of financial freedom

(4:48) Lies perpetuated by the investment industry

(7:11) Speculating with your portfolio

(8:23) Statistics as lies

(10:12) Evaluating your investing attitude

(13:58) Revenue sharing – ‘an industry secret’

(14:35) Extending unearned trust too easily

(16:50) Complacency vs the DIY approach to investing

(17:45) Using a financial coach to keep investing on track

(18:50) The importance of GIPS audited returns

(20:43) RIA – registered investment advisor

(22:00) Costs: churn and activity

 

 

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)

Apathy – The Last Stage Before Bondage

Join Margaret Wittkopp and Jim Rosetti in today’s episode they discuss the apathy of investors. Our failure to ask questions, confusion over financial acronyms and jargon, and the overabundance of investing information online and in advertising can create apathetic investors that sit back and watch it happen or refuse to participate in the markets.

Highlights

(1:05) Financial freedom – living your purpose

(2:08) Apathy of investing

(4:58) The contributors to investing apathy

(8:11) Putting trust in the wrong adviser and wrong investing methods

(10:00) The ups and downs of the market

(11:39) Evaluating your investing attitude

(13:58) Investing is your responsibility

(16:46) Peace of mind in investing

(18:22) Clarify your vision and version of the American Dream

(20:29) Opportunities through market volatility, risk, and diversity

(23:00) Dismantling apathy – get empowered

 

 

 

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)