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Millennial Investing - The Investor’s Podcast Network

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Millennial Investing - The Investor’s Podcast Network

MI Rewind: Tesla Deep Dive w/ Ryan Reeves

Fri, 27 Jan 2023

Ryan Reeves does a deep dive on Tesla with Clay Finck. They talk about Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, the future of the automotive industry, and much, much more!

Ryan has been investing since the age of 12, and is now Founder and CEO of Investing City, an independent equity research platform.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:18 - Ryan’s overall investment strategy.

06:13 - How Ryan thinks about the valuation of the high quality companies he invests in.

15:12 - How inflation might affect a growth portfolio.

17:11 - The implications of the partnership between Tesla and Hertz.

24:18 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs in the future.

35:00 - Elon Musk’s role in the company’s success.

50:05 - What the biggest risks are for investors in Tesla’s stock.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Take stock of your finances and investing strategy with Betterment.
  • Let an expert do your taxes from start to finish so you can relax with TurboTax.
  • Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!
  • Support our free podcast by supporting our sponsors.


Connect with Ryan: Website | Twitter | LinkedIn

Connect with Clay: Twitter

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


MI252: ETF Deep Dive w/ Andrew Kadjeski

Thu, 26 Jan 2023

Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:07 - How the ETF structure and ecosystem work. 

07:55 - How to compare ETFs with similar objectives but different indices and determine which is better. 

09:45 - The purpose of the indexes that ETFs track. 

10:58 - Why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012. 

13:48 -The three main costs associated with ETFs. 

13:48 - When and how ETF take their fees? 

13:48 - Why investors should avoid trading ETFs really early in the open of a market open. 

20:56 - Why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets. 

23:03 - What are some ways that ETFs can be used for short term goals? 

24:16 - The two types of capital gains investors need to be aware of with ETFs. 

27:42 - The difference between CAD listed vs US listed ETFs that track the same market. 

32:34 - Why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount?

32:34 - When is the best time to buy international ETFs? 

38:45 - For investors building a portfolio using several ETFs, the importance of keeping a consistent exposure to the same index. 

49:29 - What differentiates Vanguard from other ETF providers?   

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

 

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Take stock of your finances and investing strategy with Betterment.
  • Let an expert do your taxes from start to finish so you can relax with TurboTax.
  • Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney

Wed, 25 Jan 2023

Patrick Donley talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million. Prior to forming Hall Sweeney, Sean worked in acquisitions at Timberland Partners, where he was responsible for opening new markets and acquisitions.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

07:05 - What his early inspirations were for getting interested in real estate.

14:38 - Why starting as a receptionist was one of Sean’s smartest career decisions.

15:59 - How he launched his own firm.

16:53 - How he handled the 2008 Great Financial Crisis.

27:25 - What are the common mistakes people make when networking?

46:09 - Why he chose infill development as his main focus.

46:11 - Where his love for great design developed.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Take stock of your finances and investing strategy with Betterment.
  • Let an expert do your taxes from start to finish so you can relax with TurboTax.
  • Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!
  • Support our free podcast by supporting our sponsors.


Connect with Patrick (@jpatrickdonley): Twitter

Connect with Sean: Website | Twitter

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


MI251: Mastering Your Money w/ Dave Alison

Tue, 24 Jan 2023

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more! 


Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association.


IN THIS EPISODE, YOU’LL LEARN:


00:00 - Intro

04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash. 

06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low. 

10:10 - What situations does it make sense for a millennial to start considering annuities? 

12:25 - The three resources permanent life insurance provides. 

14:27 - His framework for building a tax efficient savings and accumulation plan. 

16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account. 

27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts. 

33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts. 

37:46 - When it makes sense to sell a losing investment. 

45:48 - When it would make sense for an individual to do a Roth Conversion. 

52:26 - The order of how we should take distributions in the most tax optimal way. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

 

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Take stock of your finances and investing strategy with Betterment.
  • Let an expert do your taxes from start to finish so you can relax with TurboTax.
  • Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!
  • Support our free podcast by supporting our sponsors.


Connect with Dave: Twitter | LinkedIn 

Connect with Rebecca: Twitter | Instagram 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


REI158: Exploring Tokenized Real Estate w/ Jerry Chu

Mon, 23 Jan 2023

Patrick Donley talks with Jerry Chu about his company Lofty, democratizing real estate investing, tokenized real estate, and much more!

Jerry is the founder and CEO at Lofty. Prior to founding Lofty in 2018, Jerry worked as a quantitative risk management analyst at Barclays in the treasury risk department. He received a B.S. in Mathematics/Economics from the University of Southern California and a M.S. in Financial Engineering from Claremont Graduate University.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

21:05 - How Lofty is democratizing home ownership through fractionalized ownership using the blockchain.

21:05 - Why real estate is inaccessible for most people.

21:05 - What the benefits of using the blockchain are in real estate.

28:23 - How tokenized real estate ownership works.

28:23 - What a DAO is.

55:56 - The advantages to a seller of using Lofty.

01:02:17 - How fractional ownership is different from owning a REIT.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • Take stock of your finances and investing strategy with Betterment.
  • Let an expert do your taxes from start to finish so you can relax with TurboTax.
  • Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!
  • Support our free podcast by supporting our sponsors.


Connect with Patrick (@jpatrickdonley): Twitter

Connect with Jerry: Website | Twitter | LinkedIn

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


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