Mailbox Money

In this episode we talk about the return of dividends! We've seen some new surprising companies start paying dividends recently and we think talking through this decision can help investors understand where dividends belong in a portfolio. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode we talk about sports and math and the intersection of both. In any investment we make, we care more about the direction of the moat rather than the size of the moat itself. One of the best examples we have of this is Dicks Sporting Goods. To listen to our previous episode on this company: https://podcasters.spotify.com/pod/show/mailboxmoney/episodes/Competitions-Special-Dividend-e2...

In this episode we talk about Bitcoin. We are incredibly proud of our longstanding belief in Bitcoin and we discuss recent changes in the landscape and how we frame Bitcoin inside of our portfolio. To learn more, or to schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

The arc of complex data analysis surrounding any question now is expanding so fast that we wonder if investors are ending up farther away from the most efficient goal – a simple and repeatable solution Are we talking basketball or stocks? YES!!! Join our bracket pool here: https://picks.cbssports.com/college-basketball/ncaa-tournament/bracket/pools/kbxw63b2geydknrqha3dk===?pool-join-key=8xem61ve4w...

In this episode we discuss something that we've recently changed our mind on, and something that's blown our minds. So, what is Schmuck Insurance?! We hope you enjoy this episode. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode we give specific examples of Yield on Cost and how powerful it can be for your portfolio - and peace of mind. Often times investors find themselves searching for high yielding companies while ignoring those with a lower yield. Dividend growth investing can provide a growing stream of income, far surpassing the "safe withdrawal rate" while giving you upside growth potentia...

In this episode we discuss benchmarking. Many investors are confused. There are thousands of different indexes and benchmarks used by Wall Street. Instead of creating confusion, performance chasing, and potentially causing yourself problems, what if you benchmarked to Peace of Mind? To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode we share 5 lessons we have learned to sprinkle the magic of investing across 5 kids (each!). To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode Ryan and Jackson discuss the most underrated question for investors: "When can I get my money back?" Liquidity is undervalued by too many. Those who understand its upside will tell you it's worth more than most features described on investment products. In today's episode, we're going to take you inside the belly of the best, giving you the pros and cons of th...

We're back! First off, we wanted to thank everyone that reached out during our hiatus. It means a lot to us that we have such thoughtful listeners and it felt good to read your messages. In today's episode we go right at Wall Street and discuss our Holy Grail of Investing: Dividend Growth. We believe that dividend growth provides answers to financial planning and investment management'...

Jackson goes solo and shares incredible investing (and life) lessons from the late Charlie Munger. Charlie Munger passed away in November 2023 at the helm of Berkshire Hathaway. Not only was Charlie an incredibly wise investor, he was a great person and we are fortunate to be able to learn from him www.freedomdaysolutions.com

This week we wanted to share a wonderful podcast Ryan had the honor of being on, Chasing What Matters. The Chasing What Matters podcast is hosted by Glenn and Jacob Robinson (father and son) and brings you interviews with industry shaping leaders from all walks of life to discuss their leadership principles and how that mixes with their faith. You will hear the stories of success and failures from...

In this episode we discuss performance chasing versus sticking to an evidence based investment strategy designed to help you reach your goals. We cite a study from Vanguard about the outperformance of sticking with a specific strategy compared to performance chasing and how you can reach your destination faster by remaining confident in your approach. To schedule a meeting with our team, email us:...

We all have a lot to be grateful for. In today's episode we discuss some of the many things we appreciate. We are grateful for you listening to our show! www.freedomdaysolutions.com

In this episode we talk about the incredible story of Theodore R. Johnson. Mr. Johnson never made more than $14,000 a year, but he invested wisely so wisely that he made $70 million by the time he was 90 in 1991.

Today we are going to share one of the most incredible stories we’ve been lucky to learn from, born from the simplest of all stock market math – do you have debt or cash?   This company is another example of why we believe in actively managing two different stock portfolios. The backbone for everything we do is dividend growth. But getting dividend pay raises each year, to go along with safe money...

In this episode we look at a time period, 13 years to be exact, where the market returned a total of -2.97%. Now this isn’t a prediction of what we will see for this decade, but it proves a valuable lesson for all investors, especially those willing to pop the hood and dive in a little deeper.

We recently saw and advertisement in the Wall Street Journal, for a “special CD rate of 6%.” It took us reading the footnotes to discover the truth. In this episode we discuss Bank Yourself, our version of earning an attractive rate on Safe Money, cutting out all the middlemen and doing exactly what the banks do, for yourself.

In this episode we discuss the uncommon upside found in capitalism and how it can benefit those most in need. We also discuss Donor Advised Funds and how they can play an incredible part in your own financial plan. To schedule a meeting with our team, email us at team@freedomdaysolutions.com

In this episode we discuss a valuable lesson we learned while in Chicago. We discuss one of our opportunities, why we believe it’s an uncrowded and overlooked company and share some of the math behind our research. To learn more, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

One of the unfortunate aspects of speculation is that price often drives narrative. Nowhere is this more obvious that in cryptocurrency and crypto assets.   I’ve been investing and involved in crypto since 2012. Since then, we’ve seen 3 very large “super cycles” in crypto.   As the price goes up, more and more people start to talk about crypto and how it’s going to change the world, disrupt indust...

One of our humblest but largest disagreements with most investment professionals is that Growth OR Value is the wrong question. Why not be selective enough to wait for BOTH?!   Today, we’ll share a specific example that is one of our favorites overlooked and misunderstood industries that we believe offers a giant opportunity going forward.

Peter Lynch once said, “Behind every stock is a company. Find out what it’s doing.”   For every investor and their investment journey, there ultimately comes a time when one of their holdings experiences some sort of trouble.   It really doesn’t matter how much research you’ve done, or how convicted you are on the company, things change.   Their change is unpredictable. In this episode we discuss...

In this episode we discuss Freedom Day. In the midst of complex retirement planning strategies, often designed to enrich Wall Street, we explain our process and share what goes into building a Freedom Day plan. We believe that when you have multiple streams of income, that grow above the rate of inflation, exceeding your expenses (needs and wants), you’ve reached your Freedom Day. To schedule a me...

In this episode we discuss the disciplines and freedoms of active management. When grounded in evidence-based data, we find ourselves far away from the crowds of predictions and anxiety. Today we’re going to take you into one of our Stock Tournaments: the 5-Tool Prospects! To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com