Money Happy Hour

Send a text In this episode we breakdown how similar the Vanguard S&P 500 ETF (VOO) and the Vanguard Total Stock Market ETF (VTI) are and help you decide which may be right for you. Also, Radish "The Hardest Working Dog in Podcasting" reveals her new portfolio. Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavin...

Send a text In this conversation we meet with RAWK and he shares his investing journey and learn about how he has become an investor with a longterm mindset. He also reveals how he got the name RAWK. Follow Greg X: @Rawk_FI Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscaptain@gmail.com Website.        thesavingscaptai...

Send a text CAVA is compared to Chipotle. In June CAVA made a splash when it went public. In this episode I share how I view the opportunities and risk with this growth story. Before buying any stock, and a especially a newly offered stock careful analysis is needed. CAVA S-1 https://d18rn0p25nwr6d.cloudfront.net/CIK-0001639438/388ef226-8675-42b2-9492-fcf45439b0ca.pdf Contact The Savings Captain T...

Send a text Listen to my conversation with Brent Masters, as he details how he built his wealth, career and served as a great father figure. You can build wealth, have a career and be a great Dad...they are not mutually exclusive. Follow Brent X: @brentmasters1 Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscaptain@gmai...

Send a text Do you want to take your money the next level?  Try these 5 tips: Fiscal Fast Wealth Simulator Calculator Fiscal Cleanse Spend and Match Wants List Wealth Simulator Calculator https://savings-calculator-xi.vercel.app/ What would you add? Let the Captain know Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscap...

Send a text In this episode we meet with Charter Nicholson who dedicates himself to helping fellow blue collar and military veterans secure their piece of financial freedom. Charter shows other how simple investing can be and how costly conspicuous consumption can be. Follow Charter Twitter (X) : @BlueCollarInvr Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesaving...

Send a text I was peacefully drinking my coffee on Saturday morning when a Certified Financial Professional posted on social media, "Sounds like Y'all need to hear this. Dividends are simply getting your OWN money back. It's almost like celebrating a bank making you withdraw your own money."   Listen to my thoughts on dividends and how  CFP professionals should ensure they adhe...

Send a text In this episode the Savings Captain meets with Brian Frye. Brian is an expert on two important commodities that impact all areas our life. Oil and Agriculture. Brian uses his multi-generational experience working on his Iowa family farm, and 15 years in the oil patch to dispel myths and offer insight. Follow Brian Twitter (X): @bfrye21 Contact The Savings Captain Twitter           @Sav...

Send a text Another conversation with a Gen Z investor demonstrating financial prudence. Dividend Bull just turned 25, is a disciplined investor, debt averse and followed his gut with important financial decisions. Follow Dividend Bull: Twitter (X); @DividendsBull Contact the SavingsCaptain: Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email       ...

Send a text Jay Disberger started following Dave Ramsey at the age of 14. At the age of 30, he called Dave Ramsey's show and questioned if a 4-5% withdrawal rate was more prudent. What ensued was a tirade and rant by Dave pounding the table defending an 8% withdrawal rate in retirement. Jay is an Engineer by trade, and a Hope Filled Financial Coach by choice. Contact Jay Disberger Twitter (X)...

Send a text My conversation with Joseph says Gen Z has it going on with building their wealth. Joseph shares stories of his mistakes and what he has learned from them. Joseph puts out some great YouTube content and Podcast episodes. Follow Joseph Twitter (X): @jhadawayfc Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingsca...

Send a text In this episode I share my thoughts on the concept of soft-saving that is taking storm across Gen Z on Social Media. It is important to live for the day and enjoy experiences. Caution, will current "soft-saving" habits lead to future "hard-living" circumstances? Subscribe to the FREE Dividend Roots Newsletter https://nourishyourrootsnewsletter.beehiiv.com/ Contact T...

Send a text We meet Chris Reilly, Executive Editor at Risk Hedge. Chris stumbled into financial journalism a decade ago and uses his journalistic prowess to deliver articles that will help your wealth journey in an informative, entertaining and positive way. Follow Chris Reilly Twitter (X) : @C_Reilly5 Subscribe to Risk Hedge https://www.riskhedge.com/ Contact The Savings Captain Twitter         ...

Send a text SECURE 2.0 Act: How the New Retirement Bill Affects You The new bill expands access to retirement savings vehicles such as 401(k)s while offering ease and incentives to employers. Secure 2.0 Full Document https://www.finance.senate.gov/imo/media/doc/Secure%202.0_Section%20by%20Section%20Summary%2012-19-22%20FINAL.pdf Retirement Savings Table https://www.americancentury.com/insights/sec...

Send a text Mainstream media portrays Gen Z as financially hopeless. Joe is another Gen Z guest that debunks that narrative. Listen to Joe's story instead of the contemporary message being peddled by big media. Follow Joe: Twitter (X): @joe_devito1 Linktree: linktr.ee/joedevito Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email               ...

Send a text Is Home Affordability dead? If you read anything on this topic you will walk away with that feeling. Remember housing is a market. There are variables which dictate prices. Currently the main variables, income, rates and prices are headwinds. One or a combination of them needs to change. Reference https://www.cnbc.com/2023/10/25/will-americans-ever-be-able-to-afford-to-buy-a-home-again...

Send a text Listen to my conversation with Brad Thomas, real estate expert, author, analyst, and CEO of Wide Moat Research. Learn how Brad began his real estate career and how he has become the leading contributor on Seeking Alpha. A key theme of the book, Thomas says, is the sheer variety of property types in the REIT sector today. He urges investors not to “paint all these REITs by the same brus...

Send a text In this episode I meet with Courtney, another member of Gen Z who is making it. Courtney's second day on the job at Robinhood was the day of the Dumb Money inspired Gamestop Halt. Courtney publishes a great and entertaining newsletter to help investors Follow Courtney X: @courtneymmmmmm Sign-Up for Courtney's Newsletter https://courtneys-stonks.beehiiv.com/ Contact The Saving...

Send a text In this episode, of Money Happy Hour Shot I elaborate on our downsizing and mortgage free Journey. I take a few moments to reflect on the journey and share some considerations on the state of the current housing market.  Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscaptain@gmail.com Website.        thesavi...

Send a text Here is my conversation with another GenZ financial success story. Check out the story how Colin @DecadeInvestor is ensuring his future financial independence You can follow Colin here https://linktr.ee/decadeinvestor X: @DecadeInvestor Contact The Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscaptain@gmail.com Website...

Send a text In this Money Happy Hour Shot I review the 5 emotional degrees and 7 indicators that comprise the Fear and Greed Index. Important lesson, know when you are buying but remember to know what you are buying.

Send a text In this episode we meet with Kevin Feig author and financial coach. Kevin dedicates his passion for personal finance in a jargon free manner to help others on their path to wealth. You can follow Kevin: Twitter (X) :@walkyoutowealth His great book "Walk You to Wealth" is available on Amazon https://www.amazon.com/Walk-You-Wealth-Kevin-Feig-ebook/dp/B0C3BNVVVZ/ref=sr_1_1?crid=...

Send a text In this Money Happy Hour Shot I explore my thoughts on Dave Ramsey's claim that you should be able to average 12%. Listen to the two conclusions I find. Contact The Savings Captain: Follow the Savings Captain Twitter           @SavingsCaptain Instagram     @thesavingscaptain Email                thesavingscaptain@gmail.com Website.        thesavingscaptain.com

Send a text Catch my conversation with the Money Cruncher, CPA as he makes his Podcast premiere sharing his story of coming to America at age 15 and amassing a $150k Net Worth by age 23. Connect with the Money Cruncher, CPA Twitter (X) : @money-cruncher   Link to free debt elimination e-book https://themoneycruncher.gumroad.com/l/zerodebt Contact The Savings Captain: Follow the Savings Captain Twi...

Send a text Catch my conversation with the Money Cruncher, CPA as he makes his Podcast premiere sharing his story of coming to America at age 15 and amassing a $150k Net Worth by age 23. Connect with the Money Cruncher, CPA Twitter (X) : @money-cruncher   Link to free debt elimination e-book https://themoneycruncher.gumroad.com/l/zerodebt Contact The Savings Captain: Follow the Savings Captain Twi...