#BLUFFbooks Podcast

 #BLUFFbooks 📚  — “Trillions” (p. 2021) by Robin Wigglesworth: Subtitle: "How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever" Big Ideas Below: ⬇️   💡 1. Tell Me What You Quant… (Bill Sharpe, Wells Fargo & the origin of index investing for institutional clients). 🧮 📈 🏦   💡 2. Bogle Me This… (Jack Bogle, Jack Brennan, and low fee retail index investing...

 #BLUFFbooks 📚  — "A Financial Declaration of Financial Independence" (p. 2008) by Josh Gilliam, CKA  Subtitle: "Life, Liberty, and the Pursuit of Holiness"  Big Ideas Below: ⬇️ 💡 1. I Volunteer as Tribute! (We let shopping malls extort us worse than the British ever did). 💳 👑 What is the "crown" of popular culture?   💡 2. Chasing the Dragon (We crave ever-greater quantity/variety of stuff to...

 #BLUFFbooks 📚  — “Financially Irresponsible" (p. 2019) by Rahkim Sabree, AFC Big Ideas Below: ⬇️   💡 1. You Are What You Think (The cancer of a victim mindset).   💡 2. “A Powerful Jedi You Seek, Hmm?”(Finding and paying wise mentors)   💡 3. Paycheck to Paycheck? (Beware of lifestyle creep).   💡 4. Your Credit = Your “Baseball Card” (Work on your financial batting average!)   💡 5. Preserving...

#BLUFFbooks 📚  — “Nudge: The Final Edition:” (p. 2021) by Richard Thaler & Cass Sunstein Subtitle: "Improving Decisions About Health, Wealth, & Happiness."  Big Ideas Below: ⬇️   💡 1. Homo Economicus?: Humans are not purely rational creatures - we're all highly influenced by our (very uncertain) personal environments. 💡 2.  Think Fast! - We rely on cognitive heuristics to react to sudde...

 #BLUFFbooks 📚  — “The Art of the Sabbatical:” (p. 2024) by Cady North, CFP & MBA Subtitle: "A Money and Mindset Guide for Your Next Work Break."     💡 Big Ideas Below: ⬇️   🧠  1) Sabbath Rest: An ancient idea for a timeless human need.    🧠    2) Your are not your job: resetting boundaries & reevaluating goals.    🧠    3) Packing Your Bags & Burning The Boats: Preparing - and com...

 #BLUFFbooks 📚  — “Thank God For Bitcoin” (p. 2020) by Derek Waltchack, Gabe Higgins & Jimmy Song, el al.  Subtitle: "The Creation, Corruption and Redemption of Money."     💡 Big Ideas Below: ⬇️   🧠 1)  What IS Money? (A store of value, medium of exchange, divisible, recognizable, scarce, etc). 🧠 2) No Inflation Without Representation? (How governments debase themselves by debasing their c...

 #BLUFFbooks 📚  — “A Random Walk Down Wall Street” (p. 1973, 4th edition in 2016) by Burton Malkiel, PhD Subtitle: "The Time-Tested Strategy for Personal Investing.”     💡 Big Ideas Below: ⬇️ 🧠 1) "Castles in the Air" -- Do we rely on fundamental analysis or technical analysis (AKA "charting") in order to pick stocks?  The famous "Keynesian beauty contest" thought experiment has some interestin...

 #BLUFFbooks 📚  — "Misbehaving" by Richard Thaler, PhD (p. 2015) Subtitle: "The Making of Behavioral Economics"  📊 🤑   💡 Big Ideas Below: ⬇️ 🧠  1. Humans vs. Econs (Normal people usually don’t make the most rational choice). 🧠  2. Sunk Costs (Even academics doggedly cling to the things & theories they’ve invested in). 🧠  3. What a Ripoff!! (Fairness, Utility Value & Transaction Valu...

#BLUFFbooks 📚  — "The Index Card" by Helaine Olen & Harold Pollack  (p. 2016) Subtitle:  Why Personal Finance Doesn't Have to Be Complicated   💡 Big Ideas Below: ⬇️ 📇  1. Avoid Unforced Errors - Just do the basics (401k match, index investing, not shopping, etc).  📇  2. Life Comes At You Fast - Don't kid yourself, you or any member of your household can become old or disabled.  📇  3. Bewa...

#BLUFFbooks 📚  —  "The Financial Empowerment Handbook" by David Gatchell (p. 2013) 💡 Big Ideas Below: ⬇️ Subtitle: “The Comprehensive Guide to Financial Literacy and Personal Prosperity."  Big Ideas:    💡 1. Nobody Can Care About Your Education (more than you do). 💡 2.  Borrow = Sorrow? (Navigating the minefield of personal credit). 💡 3.  Shop Before You Drop (Your cash on a major purchase)....

#BLUFFbooks 📚  —  "The Currency of Time" by David W. Adams, CPA & CFP (p. 2019)  💡 Big Ideas Below: ⬇️ Subtitle: “A Three Bucket Approach To Live Now And Retire While You Work."  Big Ideas:    💡 1. “Born a Man, Died a Doctor”: Are You Ready for Life After your Job Title?   💡 2.  Fill the Buckets (& Avoid Kicking Them): The Three – Make that Four - Bucket Strategy 💡 3.  Investing in Gr...

📚 # BLUFFbooks  -- The “Owning The Dash” kids book series. 💡 Written by Anthony C. Delauney, CFP; Illustrated by Ciara Civati (p. 2021 - Present). Titles & Big Ideas Below:  ⬇️ 💡 📕 1. “Dash & Nikki & The Jellybean Game” (p. 2021 – Compounding, Lending, & Delayed Gratification)  🍬 💹 ⏲  💡 📙 2 “Lilly & May Learn Why Mom & Dad Work” (p. 2022 – Economics, Budgeting, Savi...

#BLUFFbooks 📚  — "The ExitPreneur's Playbook" By Joe Valley (2021), 💡 Big Ideas Below: ⬇️ Subtitle: “How to Sell Your Online Business for Top Dollar by Reverse Engineering Your Pathway to Success." Big Ideas:    💡 1. Begin with the End in Mind (don’t “maroon” yourself with no exit strategy) 💡 2. The “Killer Pillars” of ExitPreneurship (risk, growth, transferability, & documentation) 💡 3. ...

#BLUFFbooks 📚  — "The Missing Billionaires" By Victor Haghani & James White (2023), 💡 Big Ideas Below: ⬇️ Subtitle: “A Guide to Better Financial Decisions"  Big Ideas 💡 1. Kelly & The Certainty of Uncertainty (Trust the Math - Don’t Bet The Farm!) 💡 2. . Flirtin’ With Merton (Risk-sizing & Declining Marginal Utility) 💡 3.  Mr. Darcy’s Annuity (True Wealth = Sustainable Annual Cash...

#BLUFFbooks 📚  — “The Psychology of Money” by Morgan Housel (p. 2020) 💡 Big Ideas Below: ⬇️ Subtitle: “Timeless Lessons on Wealth, Greed, & Happiness” 💡 1. We’re Not Robots (Does your investing strategy/worldview take human feelings into account? Financial PTSD is real) 💡 2. Fortune is Fickle (You can do everything right & still fail — build margin of error into your plans). 💡 3. Comp...

#BLUFFbooks 📚   “How To Become Rich” by Felix Dennis (2006)  💡 Big Ideas Below ⬇️    💡 1. “My Precious…” (Zealously guard your independence & veto power -- but don't go to far!)    💡 2. “Welcome to the Jungle” (Venture Capital Dolphins & Mexican Standoffs among Shareholders)    💡 3. “A [Micromanaged] Pot Never Boils”(Swallow Pride, Nurture Talent, & Empower Deputies)    💡 4. “A F...

#BLUFFbooks 📚 “The Financial Advisor Field Guide” by Robert Cucchiaro, CFP (pub. 2022). >>>>Big Ideas Below: 1) Run a Tight Ship (good systems = promises kept).  2) Learning Begets Earning (you're selling confident expertise!) 3) Mission First (your values = your compass!) 4) Leverage Strengths & Passions (Know your niche!)

📚  "Sammy's Big Dream" by Sam X. Renick (2018)  💡 Big Ideas Below ⬇️   💡 1. Starting Young (a la Berenstain Bears & Marc Brown’s “Arthur” books)   💡 2. What’s Your First Memory of Money? (Childhood wealth inequality among peers)   💡 3. Parental Economics (how much money do mom & dad give you? What preconditions do they set?)   💡 4. Coping with Doubters (like Garbanzo)   💡 5. Being G...

#BLUFFbooks 📚 "The Total Makeover”  "The Total Money Mak” by Dave Ramsey (p. 2003) Big Ideas Below: ⬇️   💡 1. YOU are responsible for financial situation (a mindset of victimhood is worse than useless).       💡   2. Self-justification is a dangerous game ("procrastinators unite! ... tomorrow")     💡   3. Tackle the big expenses first (your luxury sedan is likely causing more harm than your dai...

#BLUFFbooks 📚  "Geopolitical Alpha" by Marko Papic (2020)  💡 Big Ideas Below ⬇️ Subtitle: "An Investment Framework for Predicting the Future." ----- 💡 1. A Leader's Preferences Are Optional. (But Her Constraints are Mandatory!) 💡 2. What’s The Net Assessment? (When Facing Uncertainty, Start by Ruling Out the Absurd.) 💡 3. I’m Their Leader, So I Must Follow Them. (Ignore the Median Voter at yo...

 #BLUFFbooks 📚  "How to Avoid Trouble with the IRS" by Kristine Stevenson (2022)  💡 Big Ideas Below ⬇️ Subtitle: "10 Best Tax Tips for the Self-Employed, Gig Worker, & Indie Contractor"  💡 1. Don’t Spend Uncle Sam’s Money! (Set aside $ to pay your taxes) 💡 2. Don’t Cross The Streams (Don’t Comingle Personal & Business Funds) 💡 3. No Such Thing as “Off The Books” (Protect Your Paper Tr...

 #BLUFFbooks 📚  "The Inheritance Playbook" by Chad Holmes, CFP (2023)  💡 Big Ideas Below ⬇️ _____ 💡 1.  Is Your Estate's Fate Probate? (Help Mom & Dad get their wills & trusts knocked out ASAP!) 💡 2. The Executrix Unloaded (Being the executor of an estate is a BIG job - make it easy on your adult kids!) 💡 3. Arrr...Where Me Buried Treasure?? (Leave a detailed "map" to all your assets)...

#BLUFFbooks 📚 The Richest Man [Person] in Babylon, by George S. Clason (p. 1926), Edited/Revised by Clifton & Kaleb Corbin (2022) 💡 Big Ideas Below ⬇️ _____ 💡 1. Modernize ≠ Bowdlerize 📜 📲 (Literature must adapt or die 🦖 🦕 …but how do you keep a book’s “soul” 🫥 from getting lost in translation?)  —— 💡 2. The Borrower is WHAT to the Lender?? ⛓️ 😢 (Confronting slavery with tact 💔 ) ——...

#BLUFFbooks  📚 “The Golden Quest” 🗺 Written ✍ by David Delisle, Illustrated 🎨 by Travis Hanson (p. 2021)  Subtitle: Your Journey to a Rich Life 💕 💪 🧠 💡 Big Ideas (Aside from the 4 Primary Lessons in the Book – No Spoilers!): 💡 1. One Good Referral Begets Another 🤝 👨‍🏫 2. Raising "Free-Range" Children 🏃‍♂️ 🧗‍♂️ 🚸 3. Generational Vs. Situational Wealth 👨‍👩‍👧‍👦 > 🎰  

📘  #BLUFFbooks : “The Bogle Effect: How John Bogle & Vanguard Turned Wall Street Inside Out & Saved Investors Trillions” by Eric Balchunas (p. 2022)>>>Big 💡 IDEAS Below ⬇️ —— 1. Who’s Your Daddy? 👴 🧗‍♀️ 🐕 📣 2. Costs Matter! 🗑️ 🪙 ⛽ ️ 💦 🪣 🐜 3. By The People… 👵 👷 🧑‍🏫 👮‍♂️ 👨‍🚒 👨‍⚖️ 👩‍🎨 — 4. Don’t Just Do Something — Stand There!! 🦥 💂 🤖 😴 — *This show is for ge...