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Margaret Wittkopp is the founder and CEO of Veritas Financial Services. Her many years of working with clients with big portfolios, small portfolios, and those just beginning to invest have given her the experience that investors crave for their financial mentor.
With the help of Jim Rosetti, Margie and Jim discuss the Myths and Truths of Investing and the ‘American Dream’. How do the myths and truths of investing affect your outlook and the actions you take? Is your American Dream alive and well? Do you feel empowered in your financial decisions?
Invest a half-hour weekly and be empowered. Be sure to hit Subscribe and get the newest podcast right to your inbox.
- 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.
(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
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.
(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
• 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 firstname.lastname@example.org
- Wolves in Sheep’s Clothing – Wall Street Bullies
- Living Financially Empowered