Money Happy Hour
Join conversations on investing and building your wealth.
Money should not be a sensitive topic, it can be a happy topic
Each episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.
You will hear more about:
How to Save Money
How to Start Investing
How to Get Out of Debt
How to Invest in Stocks
How the Stock Market Works
Make the Money Happy Hour your Happy Hour on Money!
Episodes
111 episodes
Episode 106: Meet Preston Victory a Gen Z Personal Finance Success
In this episode we have a great investing and personal finance conversation with a member of Gen Z who is smashing it, Preston.Contact PrestonX: ...
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55:16
Episode 105: 10 Of The Worst Investments in History
As an investor we all make a mistake, a blunder wondering why we bought something or sold it too soon. This remorse and regret is natural.In this episode I share 10 of the worst investment mistakes in recent history. Many of these mista...
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32:23
Episode 104: What Is Shareholder Yield and August Portfolio Update
We have all heard of evaluating a stock based on its dividend yield. But have you heard of shareholder yield? In this episode we walk through through merits of using the shareholder yield metric and how to screen individual stocks.I sha...
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34:17
Episode 103: An Eye on Tax Law Changes
This episode is a primer in preparing for the possible sunsetting of the 2017 Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Having a tax planning roadmap aligned with possible changes is important as taxes are the biggest expense in most b...
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28:45
Episode 102: Bargain Stocks from Listeners
I asked X and Listeners what stocks they see as a value. In this episode I share their ideas offer my thoughts and share why I avoided buying a stock at a bargain after researching.Introducing The Money Toolkit Newsletter...
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33:53
Episode 101: How to Get Out of Debt
We have all seen them. Headlines and articles mentioning the alarming rate of consumer debt. If you are in debt it can feel crippling and isolating. In this episode I share a way forward. We go beyond just the headlines and statist...
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30:22
Episode 100: Listeners Money Saving Tips
Listen in on some clever money saving tips from our audience. Thanks to all the contributors that took time to share their ideas.Get the official Money Happy Hour Coffee Mug, created by listener, Mike Sharpe
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36:03
Episode 99: Conviction Matters and July Portfolio Update
In this episode I cover the importance of having conviction in the holdings you own...especially when the market has increased volatility. I share several tools you can use to assess conviction in your portfolios holdings. I used these same too...
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29:59
Episode 98: What is The Wealth Effect?
The Wealth Effect is a belief that the wealthier a person a paper is on paper the more money they spend. Economists debate this but most agree that we will spend more money in our pocket when we have made money on paper. This is not necessarily...
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24:02
Episode 97: Talking Investing with Manish Jain, CFA
In this episode we are treated to a conversation with CFA, Manish Jain. Manish shares practical wisdom along with his early age rooting with practical investing principals.Follow ManishX ...
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1:00:39
Episode 96: Coach Rolfes on the Importance of Coaching
An uplifting conversation with an uplifting person, Coach Rolfes. Coach Rolfes shares stories of adversity and how he is using it for prosperity. As a football coach he helped develop his players on and off the field, as a teacher he is prepari...
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46:51
Episode 95: The Power of Longterm Investing
Individual investors as a group historically perform underlying broad indexes over extended periods of time. Why is that?In this episode I list several reasons individual investors have to overcome in attempting to just meet the return ...
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36:45
Episode 94: Sector Rotation and June Portfolio Update
For two years investing has been easy..own big tech and go home. Eventually this will be less pronounced. Is your portfolio ready for sector rotation?The S&P 500 is comprised of 10 sectors. In this episode I review how sector perfor...
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36:06
Episode 93: 6 Ideas For Your Midyear Financial Checkup
It's midyear and time for your personal financial checkup. How are you doing against the goals at new year? In this episode I share 6 actionable ideas you can utilize for your midyear personal finance checkup or anytime of the yearOne i...
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24:00
Episode 92: Food Inflation Is Eating Us
The multiyear cycle of rising food prices has been, pun intended...eating up consumers and investors. In this episode I share thoughts on how this is playing out and what it means for investors in restaurant stocks, and who winners and losers w...
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28:15
Episode 91: My Unusual Robinhood Journey
When I worked in Financial Services I was restricted on where I could hold a brokerage account. Now that I am no longer in the industry I am free to invest where I want, in what I want and when.In this episode I cover why I landed on Ro...
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33:48
Episode 90: Cam Marzi Reviews Target Date Funds
In this episode we meet with Cam Marzi from Rogue Advisors. Cam shares his financial career journey and provides a refreshing take on the role financial planners play serving clients. Cam also talks through the considerations of using T...
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49:45
Episode 89: Why I'M Buying CAVA Stock
In November 2023 I started buying CAVA stock, kept buying and will continue to do so as long as my thesis remains supported. Cava has since more than tripled since my initial purchaseThis episode is not a buy recommendation or suggestio...
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26:55
Episode 88: What Is A Pump and Dump Investment?
Roaring Kitty has taken the market by storm once againWhat is a Pump and Dump?In this episode I break down examples of pump and dump schemes, provide the telltale characteristics that virtually all pump and dumps possess and tie...
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28:27
Episode 87: Lessons of A New Investor
Radish, a.k.a. "The Hardest Working Dog in Podcasting" has been investing for six monthsIn this episode we review her portfolio and lessons that many new investors confront and learn when they are starting out. We discuss the importance...
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24:34
Episode 86: Setting Our Kids Up For Money Success
In this episode I discuss how to launch your kids into to success with money in early adulthood.Depositing $1000 and adding $200 month is the recipe for $100,000 at age 18I use the 529 Education Saving Plan as the preferred tool...
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28:38
Episode 85: He's Obsessed With Dividends
In this episode we meet with Dividend Obsession. He shares his story on how earning a small dividend several years ago opened his eyes to dividend investing. This discovery has led him to fine tune his investing approach and concentrate on comp...
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1:03:58
Episode 84: Do You Have Fund Overlap?
It happens to all of us. We set out to build a diversified portfolio. We add ETF's with the goal of gaining diversification and instead we build a portfolio of holdings that mirror one another. That is how you define fund overlap.In thi...
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26:37
Episode 83: Erica is Living a Life In Abundance
In this episode we sit down with Abundantly Erica. Erica shares her background and what motivates her in choosing an abundance mindset. She shares personal stories that shaped her mindset where many of us would have recoiled to a scarcity minds...
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43:54