Money Happy Hour

Send a text What's a Fermi? In this episode we discuss where froth is popping up by using the recent IPO example of Fermi America $FRMI and how to play it smart. Like most investors, Radish is sitting at ATHs in this market and continues to invest each and every week and sticks to her plan. She may chase kids on bikes but won't chase stocks. Contact Tom & Radish X                   ...

Send a text In this episode I focus on the importance of starting investing, break down the myths, guide on how to start and when to wait. I make it easy and jargon free. The barriers to investing have been removed, we don't need to create barriers.   Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gmail.com     

Send a text In this episode we answer some great money questions from listeners.  Did I start saving for retirement too late? Should I sell my investments to add to a 529? When to buy a house? If you have a question you would like answered on a future episode, email me at thesavingscaptain@gmail.com Contact Tom & Radish X                        @SavingsCaptain Email                thesavingsca...

Send a text It is tough to outperform the stock market over an extended period of time, few do. In this episode we cover the YTD returns on the individual stock holdings in the Radish Account. Is Radish outperforming the market, tune in to find out. Lemonade Take 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount. (US only) https://g...

Send a text In a Bull Market, risk-adjusted return is an afterthought. It is seldom talked about, and I get it. We want total return. Show me the money. In this episode we cover what is risk-adjusted return, how to use it and how you can easily calculate it. Lemonade Take 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount. (US only)...

Send a text In this episode I am not going to tell you to buy or not to buy YieldMax ETFs. I am going to tell you what you should think about if you do decide to invest in them.   Lemonade Take 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount. (US only) https://go.lemonade.com/visit/?bta=38304&brand=pet Contact Tom & Radish...

Send a text In this episode we review the Radish portfolio...that dog just crossed a milestone! We spend some time going over some macro trends to be on the lookout and how a recent visit to Texas Roadhouse helped me put the growth story on Apple in perspective.   Lemonade Take 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount. (US...

Send a text How would you answer these questions?       -How should I start investing after college?       -Where should I invest for 5 years if I plan to buy a house?        -Should I pay off debt or invest? These are a few of the questions we explore in this episode Lemonade Take 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount....

Send a text On MHH we sometimes cover trend and how they make impact your money and influence the investing landscape. In this episode we cover Tokenized Assets, their benefits, risks, and regulatory considerations so you can make an informed decision of whether to participate in this emerging space.   Contact Tom & Radish X                        @SavingsCaptain Email                thesaving...

Send a text In this episode we review the Radish portfolio and share a helpful tip to assess your individual holdings after the gift of a V shaped recovery. Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gmail.com   

Send a text In this episode we share some great money themed books to add to your summer reading list..some of my favorites, some from listeners. Thanks to all who contributed to this awesome list covering topics such as money basics, investing and Bitcoin.  So what is on your list this summer? Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain...

Send a text In this episode we cover the Radish Portfolio. May closed and brought an ATH balance to the account and features a new holding after shedding $HSY Hershey at a breakeven.  Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gmail.com   

Send a text As an investor we get so entranced by price and what we pay to acquire an investment. In this episode we discuss two scenarios when the daily price makes no difference. The second scenario is critical. High Impact Information Newsletter- Subscribe Below https://highimpactinformation.beehiiv.com/ Contact Tom & Radish X                        @SavingsCaptain Email                thes...

Send a text Recent legislation in the US has been proposed to launch a Universal Savings Account. This has been discussed in the past, but this time feels like there is a chance. Similar savings schemes are in place in the UK and Canada. Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gmail.com   

Send a text In this episode I share a portfolio update for the month of April. The focus of the update is not on how individual holdings have performed this month. Instead the approach is doing a post-volatility review and validating if my thesis still remains. I share one stock that is on a "short-leash" and another that will be sold.  As you know, I rarely sell a stock. When I do it is...

Send a text The market is one big pricing machine. In this episode we explore a few event in the current market, how they are pricing assets and tie in an explanation on why retail investors average a 3% return on their long term portfolio. Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gmail.com   

Send a text This time is different is a phrase that usually is tossed around during market bubbles. I am hearing people apply prior corrections to explain this cV show "Gilligan's Island" as a metaphor to explain the current market. We also spend a few minutes on a portfolio update. Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscapt...

Send a text The market is pretty simple when it is going up. When it crashes, emotions and wild talk takes hold. In this episode I lay out three possible outcomes to this recent turmoil. I'm not foolish enough to predict the market, but instead offer perspectives on possible outcomes.  Contact Tom & Radish X                        @SavingsCaptain Email                thesavingscaptain@gma...

Send a text Money Happy Hour is turning 2!  Two years ago Henry at the age of 18 was the first guest on MHH. We continue our anniversary tradition and catch up with him about his growth, dedicated approach to researching stocks, views on the market and look forward to what is on his horizon. Folks, Henry is a gem to follow and model. If you don't follow him already he can be followed on: X: ...

Send a text If you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report. T he Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one...

Send a text This episode covers 8 mistakes to avoid in investing. This list applies in any market environment but they are essential in a down market. Avoid these mistakes and you will have a better chance in both up/down markets.    T he Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. h...

Send a text Gold has produced dazzling gains over the last year, flirting with $3000. Is Gold in your portfolio? In this episode I'll share the Bull and Bear case and incorporate listener  input. T he Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.com/?re...

Send a text In the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management.  T he Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.c...

Send a text The S&P 500 Cap Weighted Index ETF has trounced the S&P 500 Equal Weighted Index counterpart in recent years..more than 13% in 2024. What is causing that? What should I do as an investor? Well that depends, but probably nothing. Just be prepared for the reversal so you can make an informed decision with your money. Cap Weighted vs. Equal Weighted Reference https://www.raymondja...

Send a text Check in and listen as Darth and I talk all things stocks. Plus we unveil the official "Dogs of Money Happy Hour" Portfolio. Eleven beaten up stocks that they are hard to look at in the mirror. Note: This is just a mock portfolio, no real money is invested and it is for entertainment purposes. Throughout the year we'll see how it performs against the S&P 500 and see...