Veteran financial advisor Brian Murphy and CFP, Blake Davelaar share experiences and insights on timely topics from financial planning, capital markets & more
Our top 5 favorite podcasts:
1. Masters in Business by @ritholtz
2. Planet Money
3. Freakonomics Radio
4. Revisionist History with @Gladwell
5. Genius Network
Give these five a listen and let us know what you think.
A reminder to join us this Thursday at 2:30 PM Pacific Time for a special webcast hosted by Pathways Financial Partners featuring Apollo Lepescu, Vice President of Dimensional Fund Advisors. Please click the link below to register.
Your Pathways Team
https://t.co/WpNivkZE8Z
Stocks have entered Bear Market territory and everyone is talking about Coronavirus. Brian and Blake weigh in on the recent sell-off and try to shed light on why it is important to have a plan and stick with it, especially in times like these.
https://t.co/PVm9sFhYxE
In this week's episode, Blake and Brian discuss Estate Planning! Information on the passing of assets to heirs and precautions you can take to set up the next generation for success! Tune in to learn more.
https://t.co/9e9XhxxkKl
The Implications Of A Perfect World
Stocks are at all time highs, interest rates are at all time lows, unemployment is the lowest it has been in decades, the Fed appears to be in a hold pattern as all seems right with the world.
https://t.co/5XDscQNIrY
In this week's episode, we are joined by Robbie Petrillo from Pinnacle Plan Design. We discuss the many types of retirement plans available for small businesses, and also take a stab at the new QBI deduction, and how it can possibly impact your business.
https://t.co/9Pktu4D7DA
Fear sells and the media knows how to get your attention with shocking headlines. Investing requires patience, and occasionally, a strong stomach. Navigating global headlines can be tough and attitude is everything when it comes to successful investing.
https://t.co/09ldtRNeI7
In the continuation of the previous episode, we discuss some of the most frequently confused terms in the world of investing, ranging from hedge funds to value vs growth stocks. Tune in to improve your financial literacy!
Listen to the full episode: https://t.co/8MM08GrgBs
Are Annuities a Good Investment? In this episode of Mind Over Money we dive into a few real-life case studies to talk about the reality of annuities. Not all annuities are bad, but we sure have seen a lot of bad annuities.
Listen to the full episode: https://t.co/0vTXj6BuLV
"A long-term and disciplined investment approach means being able to live with returns both when they are disappointing and when they're strong" This is so true yet so many allow their emotions dominate their decisions, especially during market downturns.
https://t.co/G8XW50CCjM
"Before you drift into the many debates that the investing pundits are weighing in on, perhaps the most proactive step for a beginner is to simply learn to talk the same language as the pros." Great infographic from @VisualCap
https://t.co/WlP2XxQKR8
Brilliant insight into what’s wrong with college admissions and how to take steps in the right direction. Thank you @profgalloway
https://t.co/XHNsbxsgyr
"There are no exceptions to Newton’s third law of physics. Every action has an equal and opposite reaction.
This is mostly true in business and investing too. It’s why it’s easy to underestimate how quickly things change." - @morganhousel
https://t.co/8uuRS6PsBQ
Learning from other peoples’ mistakes can save you a lot of pain and so, in that spirit, here are some of the biggest financial mistakes I see and suggestions on how to avoid them.
https://t.co/ueXOj8l7Xp