Mailbox Money

Bank deposits have hit an all-time high with $10.7 Trillion sitting in checking and savings accounts. With rates having gone up significantly the last two years and the average U.S bank savings rate only yielding 0.07%, it’s vitally important that investors know how to “bank themselves.” Email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

Cash is yielding more now that it has in a long time. A lot of investors are flocking to cash as the current market and economy is scaring them. In this episode we discuss the historical opportunities seen after money market rated peaked and the outperformance, over time, of a dividend growth strategy. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysoluti...

In crunching through a couple thousand tickers in our Stock Tournaments this weekend, and then in looking one by one at about a hundred different price charts, we were compelled to share some Grace and Peace of Mind to anybody wondering what the heck is going on. We want this podcast to always be the place we share our open playbook and our thoughts and ideas. To schedule a meeting with our team,...

As dividend growth investors, our goal is to generate a rising stream of sustainable dividend income, through careful investment in quality dividend growth stocks.   Our investment plans are not dependent on market fluctuations.   In fact, even if they closed the market tomorrow, I don’t think it would matter much. That is because most my stocks would keep sending me quarterly dividend checks.   W...

Today we’re going to look inside one sector of the stock market with two of the wildest facts we’ve ever found. As we look at consumer discretionary businesses, we realize the opportunity offered as part of our Speculative sleeve of investment portfolios. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode we talk about cash. We go over where it belongs in a portfolio, how much we hold, and how to think about cash inside of your investment account. We discuss our Simple Portfolio: Safe Money Sacred Money Speculative Money To schedule a meeting with our team, reach out by emailing: team@freedomdaysolutions.com www.freedomdaysolutions.com

In todays show, we go over some investment ideas we learned about during recent road trips with kids. As we drove around the country we connected the dots from our research in the office to hands-on unique and uncrowded opportunities. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com

In this episode we discuss a sizzling opportunity we came across in one of the most important commodities that isn’t well understood - electricity. We talk through the shift from coal fired power to a nation and world of clean energy, and what it takes to get there.

In today's episode we want to celebrate small business and business owners. We discuss a subscriber question from Greg: "I trust you with my treasure, so I can decide where my time and talents go. You left a large firm and started over again with nothing. What was that struggle like, because I wonder if I’m addicted to a paycheck? Would you please explain what you meant by your highest RO...

Title: Where to Hide In this episode we discuss recency bias. How it’s seen in a simple game of Hide and Seek with your kids and especially in markets and investing. When markets get tough, the gurus come out in full force claiming that they know where to allocate funds better than others. We recommend a different approach: hiding your money in a story. And the story we love most of all, for answe...

In this episode we discuss our approach to technical  analysis. Not only do we pop the hood and do bottom up fundamental analysis, we also look at the top down technical analysis of each stock and sector. We discuss the reasoning behind looking at both fundamentals and technicals, share examples of recent surprising moves in certain sectors, and discuss opportunities that disciplined balance can u...

In this episode Ryan shares the notes he’s taken especially for his graduating senior. He shares 4 quarters of advice: Dare to be Different Work Life IMbalance What it Means to Be a Real Man: LIFT TRUST in Time If you liked this episode, we’d greatly appreciate it if you left a review and shared the podcast. It helps us tremendously. To schedule a meeting with our team, email us: team@freedomdayso...

In this episode we talk about the certain values we try to teach our kids about money. 1. The Value of Money 2. Saving Money 3. Debt can be a tool, or a weapon of mass destruction 4. Invest WITH your kids 5. Aaron Watson’s life advice 6. The Power of Compounding We referenced this earlier episode: https://youtu.be/isVXg_MK3_k And this blog post by Ryan: https://www.freedomdaysolutions.com/post/del...

We recorded this on May 5th, which was the two year anniversary of our dividend growth fund. Central to our strategy is owning companies that increase their dividend, which ultimately results in growing income for stakeholders. In this episode we discuss: • The Banking Crisis (revealing who the huge winner is in the midst of the chaos). • Inflation and Interest Rates Toll on Consumers • Why consis...

In this episode we talk about the original Mailbox Money. We go all the way back to 1850 when American Express established the first private pension plan in the United States. In 1978 Ted Benna discovered a small paragraph “k” in IRS code “401” which allowed employers a tax break for allowing their workers to save a little extra money to supplement their defined benefit plan. What Bennas discovery...

In this episode we discuss one of our Speculative Investments: Cryptocurrency The last year has been a rollercoaster for crypto. We've been bombarded by bad news, negative headlines, and a seemingly endless supply of negativity from the crypto space. Yet, the coins themselves tell a different story. Join us for a deep dive into some of the innovation and opportunities we're seeing in crypt...

There is a lot of confusion in the world of investing. As investors we are constantly inundated and asked to pick a single investment strategy from the very beginning. Growth or Value Investing Cyclicals or Secular Cash Flow or Compounders Silicon Valley or Permian Basin Small Cap or Large Cap Investing US or Global Active or Passive... …what if you could turn every OR into an AND, while reducing...

In this episode we discuss the power of dividend growth investing. We discuss the simple operating system we learn from Warren Buffet, talk about active management in investing, and go through the math behind dividend growth. To schedule a meeting with our team, email us: team@freedomdaysolutions.com www.freedomdaysolutions.com To watch on YouTube: https://youtu.be/eX5DrAACFek

The last few weeks have been pretty eventful in the markets. All of the sudden, everyone is wondering "Is my safe money really that safe?" In this episode we pull back the curtain on Safe Money and discuss 5 simple concepts that will help you understand how to allocate your Safe Money, so that it always remains safe. We discuss: What just happened to banks and what can be learned Our tim...

In this episode we have special guest, Nate Geraci, on the show to discuss crypto and the Grayscale Bitcoin Trust (GBTC). Our firm offers Freedom Day Crypto Assets , an actively managed crypto strategy with direct ownership of cryptocurrency and all of the intrinsic benefits of the asset class. There are many ways to own cryptocurrencies, and while our preferred method is directly held crypto asse...

In this episode we dive into our simple and repeatable process that allows us to understand what is happening in the markets.  Ryan tells the incredible story of and incredible entrepreneur that has resulted in $332 Million of dividends being paid to stakeholders this year and a $12 Billion dollar company.  We discuss our Simple rules:  Stay Curious, Never Convinced “Goal is to Get...

In this episode we pull out some classical literature, specifically Homer's Iliad. We talk about the story of Odysseus, and the Song of The Sirens. I promise it relates to investing! We discuss: Looking at dividends over market prices Problems with the 4% Rule Emotional benefits of focusing on dividend income Sell-stops If you'd like to schedule a meeting with our team, email us at: team@freedomda...

In this episode we talk about international investing.  Ryan shares a great story that made him think about the benefits of investing over seas.  We go through some compelling math that we see popping up in international markets.  We talk about two strategies we use, in our personal accounts, and for those that we work for, to invest in international markets.  To see all of the...

***to view the charts: https://youtu.be/xPr4_m7WkGE In this episode we talk all about dividends .  We dive into:  - Market volatility viewed through the lens of dividends  - Stakeholder vs. trader mentality  - Why a company may or may not pay a dividend   ...and much more!   -------------------------------------- We hope you enjoyed this video.  If you did, pleas...

In this episode we discuss IRR.  Inspired by a dear friend, we talk about changing the definition of Internal Rate of Return (IRR), into something more important and more long-lasting.  Who is measuring our true internal satisfaction with an investment? Your IRR: It's Real & Repeatable  ------------------------------------ To schedule a meeting with our team, email us: team@free...