The Investing for Beginners Podcast - Your Path to Financial Freedom

Welcome to the Investing for Beginners podcast. In today's show, we talk with Christine Short of Wall Street Horizon: Christine fills us in on her extensive background Dive into buy-side and sell-side analysts An overview of earnings and what they mean What's important from the earnings reports We need to understand companies will highlight all the positives What should we look for in earnings rep...

Welcome to the Investing for Beginners podcast. In today's show, we answer two great listener questions, and share some feedback: ·      What is a safe retirement goal and how much money can you take out during retirement ·      A question focusing on oil stocks and what kind of metrics you can use to start analysis. ·      What are P/B and P/S ratios? ·      What are our thoughts on AT&T and rein...

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye View of Warren Buffett’s purchase of See’s Candies and what we can learn from that investment: ·      Explain See’s Candies and its cult-like following during the Holiday season ·      Why are we discussing See’s Candies? ·      Buffett uses See’s Candies as a great example of returns on capital, great management...

Welcome to the Investing for Beginners podcast. In today's show, we answer three listener questions: ·      What should I do to get the most out of my company’s dividend payments? ·      The perks and benefits of HSA and how you can use one ·      How do we research investing platforms? ·      The differences between FDIC insurance and SIPC insurance ·      What are our thoughts on investing in in...

Welcome to the Investing for Beginners podcast. In today's show, we talk with Alex Gregory of BetterWay LLC about private equity: ·      Alex’s background and how he got started in private equity ·      The difference between stocks and private equity ·      What is the overall private equity market, how large is the opportunity ·      How likely is it that retail investors can invest in private e...

Welcome to the Investing for Beginners podcast. In today's show, we are going to work through how to create your own Wealth Snowball: ·      Recipe Part #1: You can’t worry ·      Recipe Part #2: Gather your tools ·      Recipe Part #3: Pack the snow, or get your finances in order ·      Recipe Part #4: Push and Push, Grind Through It For more insight like this into investing and stock selection f...

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: ·      Following up with a listener on finding a brokerage that can help you buy partial shares ·      Should you use DCA (dollar-cost average) for individual companies or ETFs only? ·      What is valuation and what sites are a good resource to help investors? ·      Can you give me reasons t...

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye look at the Bear/Bull Cash for Visa: ·      Bull case #1: network effects ·      Bear case #1: regulatory impacts ·      Bull case #2: how Visa makes money ·      Bear case #2: The rise of crypto ·      Bull case #3: The use of cash continues to dwindle ·      Bear case #3: The increase in too much digital and co...

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye look at Google’s 10-k: ·      We discuss how we read the 10-k ·      We discuss how to understand the business ·      How to segment the 10-k into parts you can read ·      The importance of the CTRL-F function and all it can help you read the 10-k ·      The little clues you can pick up from while you read throu...

Welcome to the Investing for Beginners podcast. In today's show, we analyze Apple & Tesla through the lens of Back to the Basics ·      What does it mean when you own shares in Apple & Tesla? ·      How to look at the income statement for both companies ·      How to look at the balance sheet, what we owe vs what we own ·      Describing the cash flow statement as the checking account of each busi...

Welcome to the Investing for Beginners podcast. In today's show, we talk with Rich Howe of Stock Spinoff Investing: ·      How would Rich explain what a spinoff is, and how they work? ·      Are there certain cycles or market cycles better for spinoffs? ·      How do companies announce spinoffs? ·      How would I benefit from a company spinning off a part of the business? ·      Should investors...

Welcome to the Investing for Beginners podcast. In today's show, we talk with Grace Nicolette of Center of Effective Philanthropy about the importance of giving: ·      Grace is the Vice President of Programming and External Relations at CEP ·      Grace co-hosts a podcast about giving The Giving Done Right Podcast ·      How can giving back benefit the donors? ·      How giving is different from...

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      How would invest if you have a company match that equals 10% in your 401k? ·      Should I look for new names with extra funds, or reinvest in current holdings? ·      Is using insider services essential to investing? ·      What is Relative Valuation and how should we look at it regard...

Welcome to the Investing for Beginners podcast. In today's show, we continue our conversation with Kevin Carter about investing in China, India, and Latin America (LATAM).   ·       How does EMQQ solve part of the issue of investing in China ·       Kevin discusses the three major trends sweeping the world ·       We discuss investing in foreign companies using ADRs   For more insight like this in...

Welcome to the Investing for Beginners podcast. In today's show, we talk with Kevin Carter about investing in China, India, and Latin America (LATAM). ·      We discuss Kevin’s background, including meeting and working Burton Malkiel, the author of A Random Walk Down Wall Street ·      Dispelling myths about investing in China ·      Is the political risk of the government taking over companies ov...

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      Would it better to max out your 401k before investing in a brokerage account? ·      How to best use a 529 plan ·      Are there any books to help you get started in dividend investing? ·      Is there an easy way to track dividends? ·      When should I am to withdraw dividend income i...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Louisa Nicola, neurophysiologist and brain coach: ·      We talk about Louisa’s background ·      We spend some time talking about sleep and its importance related to making decisions ·      How you can improve your sleep ·      The benefits of exercise, particularly strength training ·      How habits affect our brain,...

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      What’s a great index fund to start DCA (dollar cost averaging) into? ·      How to approach the family broker as the manage the trust fund, and how to work with your family on different money issues ·      How to approach positions in the portfolio that grow beyond your comfort level, a...

Welcome to the Investing for Beginners podcast. In today's show, we take a look at bird’s eye view of HPQ or HP Inc : ·      Why would Warren Buffett buy this company? ·      First step look at the top line growth or revenue growth ·      Brief historical look at the company. ·      What we are seeing from the Income Statement ·      Andrew dissects their demand and growth ·      We take a look at...

Welcome to the Investing for Beginners podcast. In today's show, we chat about what you can buy during the dip: ·      Andrew & Dave’s first type of company – GARP (growth at a reasonable price) ·      Andrew’s next category – Cyclicals ·      Andrew’s Third Category – Value with a Catalyst ·      Dave’s last category – World Class Companies at great prices For more insight like this into investin...

Welcome to the Investing for Beginners podcast. In today's show, we take a bird’s eye view of Mercedez Benz Group (MBGAF) ·      We discuss some of the challenges of tracking down the ticker because of the recent split of the company, from Daimler to Mercedez Benz ·      An overview of ROIC (return on invested capital) and its importance ·      Comparing Tesla’s ROIC to Mercedez Benz ·      Lookin...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Andrew Schrage, CEO and co-owner of Money Crashers: ·      How Andrew started Money Crashes and how his “side hustles” grew to become the business it is today. ·      How Money Crashers focused on people without much financial background and how they targeted content to help those people. ·      The biggest challenges he...

Welcome to the Investing for Beginners podcast. In today's show, we take a bird's eye view of Brookfield Asset Management (BAM) with Adrian from Stratosphere.io. ·      How Adrian got his start in Cannabis and how he learned from his mistakes ·      Talking about Adrian’s background in accounting and how he overcomes FOMO. ·      Talking about doing research outside of the US, in Canada using comp...

Welcome to the Investing for Beginners podcast. In today's show, we answer four listener questions: How do you DCA (dollar cost average) into your portfolio with a fixed amount? What brokers allow you to use fractional or partial shares? How do you transfer individual stocks to another brokerage? What are the Dogs of the Dow? What do we think of Goodwill on the balance sheet? How to get started wi...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Patrick Findaro, managing partner of Visa Franchise, along with co-founding Vetted Biz: Patrick discusses his background and how he started helping people emigrate to the US using the E2 Visa via franchising He started the Vetted Biz website to help investors learn more about franchising What kinds of different business...