Highlights

(1:29) American Dream Experience, April 1-2 in Eau Claire, WI

(3:40) An 18-hour investment is likely to have a huge payback in your financial knowledge

(5:20) Many of us work later in life than ever before

(6:30) What is your true purpose for money

(7:15) The academic principles of investing

(7:35) Human behaviors and your money

(9:00) Their is a focus on family or couple involvement

(12:15) Learn about ‘what to know’ about the industry and yourself to be an objective investor

(15:00) Living the life you love

(15:30) Book offer: The Dirty, Filthy Lies My Broker Taught Me and the 101 Truths of Money and Investing

(17:27) Is the ADX invitation for you? Yes!

(21:20) Get armed with the facts and fundamentals of investing

(24:38) Invitation to the American Dream Experience Special Introduction

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

(2:30) Abundance and prosperity, a Veritas tenet

(4:45) Success and abundance is created

(5:10) Taking stock in 2022

(7:24) Creating a business plan for your life

(8:24) Live life according to your purpose

(10:24) The mindset of abundance

(16:52) Finding your formula for abundant success

(18:30) Listen cautiously to media as the markets move up and down

(21:14) An engineered portfolio helps to ride out market flucuations

(23:37) American Experience Invite

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

(2:40) The American Dream Experience in Eau Claire, WI in April of 2022

(6:16) Tis the season – the commercialization of Christmas

(8:25) Valuing relationships over money

(12:00) Reducing spending, guilt, and procrastination by infusing love and joy into your choices

(20:29) Education IRAs and tax breaks

(25:40) Plan ahead to steer clear of impulsive decisions

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

(4:45) Do you prefer the easy lie or the hard truth?

(6:33) Path of least resistance is an easy road to walk down

(7:48) Clue: Examine high turnover rates in your portfolio

(9:00) Invite to Empowered Investor Series presentations

(10:12) Clue: The claim that experts can beat the market

(11:50) Some hard truths

(12:40)  The investment industry is set up for its own well being

(14:05) Buyer beware and be aware

(15:52) Clue: Forward-thinking language equates with speculation

(17:05) Diversification is your friend

(18:45) Be empowered and educated, the American Dream Experience invitation

(21:13) Clue: Good stories are most likely too good to be true (cryptocurrency and commodities)

(23:54) Have a solid financial plan that you understand

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

(3:45) Myth: stock picking is predictable by the right person or company

(10:00) Over time regulation has added more transparency to stock picking

(10:40) The right question to ask your advisor…

(11:36) Track record investing may be bundled into mutual fund design

(13:16) Myths look logical and appear as common sense

(14:40) Confusing skill and luck

(20:37) Myth: cost and expenses of investing are transparent

(21:50) Avoiding speculating and gambling with investing based on science and academics – Veritas and Matson Money

(23:00) American Dream Experience invitiation

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

(6:12) Fiduciary vs. brokers selling you something

(9:20) In the best interest of the clients

(12:02) Alternate forms of investing

(17:20) Mutual funds and commissions

(18:45) Financial MRI – a deep dive into funds in your portfolio

(20:45) Your relationship to money – the behavioral science behind the money

(21:30) 20 Must Answer Questions for Investing

(23:50) Commissions set up a potential conflict of interest for an advisor

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)

20 Must Answer Questions20 Must Answer Questions for Investing

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

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

(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)