Highlights

(5:00) Annuities realities

(7:55) Truth #95 Abundance comes with a purpose

(8:26) Tell a good story, stories sell

(11:33) All risks are not created equal

(18:01) The Dirty Filthy Lies My Broker Taught Me

(19:40) Living a life of fulfillment

(22:02) Finding peace of mind with academic principles

(22:44) American Dream Experiences in January and April of 2022 – plan now

Key Links:

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

Episode #115 – Annuities – What are they really?

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

Veritas Financial Services extends invitations to everyone to our educational presentations.

Highlights

(5:34) Truth #98 Money isn’t everything, but it ain’t bad either

(7:55) Truth #95 Abundance comes with a purpose

(9:36) Truth #99 Investing takes time

(15:23) Truth #100 If you know the right things, you don’t need to know everything

(17:30) Truth #101 There are a million ways to screw up and only one way to do it right

(23:36) What can I do to get financially empowered?

(24:54) What does coaching look like?

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)

Veritas Financial Services extends invitations to everyone to our educational presentations.

Highlights

(2:00) Do you have confidence in your financial future?

(3:50) We advocate for scientific principles, shown over time and audited by a 3rd party.

(7:50) Mistake number one, too much money in one stock or asset class

(9:11) Number two, mistaking portfolio activity for control

(11:40) Valuing financial gurus, past performance, and the cost of turnover

(12:51) Using a mantra like this, “I’ll stop when I get even”

(14:00) And, seeking individual stocks or indicies, the perfect time or valuing, not rebalancing

(13:35) Empowering today’s investor

(18:00) MorningStar ratings study

(19:40) Conflicts of interest and fiduciary responsibility – Violation Tracker

(22:54) Case for diversification and the application

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)

Veritas Financial Services extends invitations to everyone to our educational presentations.

Highlights

(2:00) Listener’s Corner

(3:30) How to find an advisor? Try Wealthramp.

(5:00) The past does not predict the future.

(5:50) MorningStar ratings… star gazing?

(7:40) SPIVA scorecard reports recent benchmarks

(10:09) Using past performance and forecasting is tantamount to gambling

(10:59) Empirically tested academic principles has demonstrated the opposite

(13:35) Empowering today’s investor

(16:15) American Dream Experience – investing in education

(19:40) Conflicts of interest and fiduciary responsibility – Violation Tracker

(24:30) Active management is really hyper-trading and filled with costly fees

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)

Wealthramp – Wealthramp is an SEC-registered referral service that connects consumers with rigorously vetted and qualified fee-only financial advisors.

Violation Tracker – Violation Tracker, produced by the Corporate Research Project of Good Jobs First, is a wide-ranging database on misconduct by large and small corporations.

Veritas Financial Services extends invitations to everyone to our educational presentations.

Highlights

(3:31) Listener’s Corner – Inherited Stock

(11:40) Market timing works…well, it doesn’t. This is lie number two.

(13:50) Market timing is a fools’ game

(15:00) The likelihood of a well-diversified portfolio losing everything is unlikely

(15:50) American Dream Experience invite

(16:15 ) Who does make the right guesses for stock market success?

(17:20) There is no predicting the future

(19:00) Dealing with market ups and downs

(22:00) Should the News affect your investment decisions?

(23:30) Using a financial coach to help maintain a disciplined investment approach

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)

Highlights

(1:35) Defining investor prediction syndrome

(2:45) Scientific principles for investing

(5:00) Retail funds are actively managed by forecasters

(9:42) Stock picking leads to random results

(10:40) Egos can get in the way of successful investing

(12:06 ) Defining ’empirically tested’

(12:15) Equities outperform fixed assets over time

(14:33) No one can predict the future

(17:20) Fiduciaries act in your best interest and use plain language

(25:14) Creating financial awareness

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)

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)

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)

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)

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)