The Investing for Beginners Podcast - Your Path to Financial Freedom

Welcome to the Investing for Beginners podcast. In today's show, we will answer two listener questions and discuss our thoughts on valuing companies: ·     Is it better to pick one or the other of ETFs, S&P 500 or Total Index fund? ·     Can we use the VTI to evaluate REITS and how does the Little Package of Valuation work? ·     What are our thoughts on valuation. For more insight like this into...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Jake Taylor, CEO of Farnam Street Investments and co-host of Value After Hours: How did Jake get started in the investing world? How does Jake think about value investing and has his perspective changed over the years? What are Jake’s thoughts on projecting future results How to think about base rates Jake talks about so...

Welcome to the Investing for Beginners podcast. In today's show, we talk discuss why you should not to buy the dip in the markets: ·     Try to avoid expensive stocks ·     Avoiding value traps ·     The potential of crypto and the minefield that exists in the sector ·     Avoid IPOs and SPACs For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   S...

Welcome to the Investing for Beginners podcast. In today's show, we talk to Brad Thomas, the leading REIT analysts, *How Brad started in real estate, and what is a REIT? *How REITs can provide advantages for individual investors *How investors can get started investing in REITs *What areas to look for to take advantage of REITs *An overview of the REIT sectors *The Impact of Power Centers and loca...

Welcome to the Investing for Beginners podcast. In today's show, we answer two plus great questions: ·       Explaining Fibonacci retracements and why we don't use charting as an investing strategy ·       The drawbacks to trying to time the market and holding cash waiting for the perfect opportunity ·       How to research companies or industries in emerging markets or industries and the struggle...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Josh Levin, co-founder and chief strategy officer of OpenInvest: ·       How Josh got into sustainable finance ·       How his background led him to his career and his love of nature helped spur his desire to create sustainable finance ·       How OpenInvest helps drive sustainable finance and the tools they offer ·     ...

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: How to get started as a young investor under 18 Should I invest totally in my 401k with 100% stocks, or use a different allocation, if I am under 30? How to treat your 401k match For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Brian Ferodli about finding quality companies and the importance of valuation: ·      What he sees in the markets today ·      How to profit from investments in a way that you can use today. ·      The quality filters he uses to find great investments ·      The importance of valuation and determining where the company i...

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: How do we feel about investing in companies with ESG concerns? What are our thoughts of investing in precious metals or metals? How does the Proxy statement work, and voting for our values How do we deal with companies losing money over a year? For more insight like this into investing and sto...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Ferdi from the DivGro: How did he get started in dividend investing, and why dividend growth investing? How does he finds companies to buy, and what his criteria for investments are based on? The differences between Dividend Aristocrats and Dividend Kings What kinds of resources does he use to find the best investments H...

Welcome to the Investing for Beginners podcast. In today's show, we take a bird's eye view of IBM: ·      We talk about the top line or revenue growth of the company ·      Next, we discuss the operating margins of IBM ·      Andrew and I talk about the different margins of companies, ie. Visa and Costco ·      We look at the acquisitions and cash flow statement for IBM ·      Final verdict on an...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Nick Maggiulli, author Of Dollars and Data and the new book: Just Keep Buying: ·      What drew him to dollars and data, and why did he start his blog, Of Dollars and Data? ·      The impact of fees on long-term results ·      How to improve your savings rates and some of the things holding people back from saving more ·...

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: ·      The differences between investing in mutual funds and ETFs ·      Why we advocate for investing in individual stocks ·      How to deal with dollar cost averaging into a company that has grown beyond its fair value ·      How to start building your portfolio following Andrew's eLetter...

Welcome to the Investing for Beginners podcast. In today's show, we chat with David Stein of Money for the Rest of Us podcast, and the book of the same name: ·      David explains Closed-End Funds to us ·      Differences between open and closed-end funds and ETFs ·      The best strategy to invest in closed-end funds ·      Good resources to research closed-end funds ·      What are the best acco...

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      What is an average investor or beginner? ·      What are our thoughts on Robo-advisors? ·      Thoughts on companies that pay a static dividend? ·      How do you approach the risk-free rates for valuation models For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  ...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Vitaliy Katsenelson about his new book, Soul in the Game: The Art of a Meaningful Life ·      We ask Vitaliy if he is an investor who writes or a writer who invests. ·      What drove him to write this new book? ·      Why everyone should write, it helps you think better; plus, as an investor, it acts as a journal concer...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Braden Denis of Stratosphere.io: ·      Braden talks about what excites him in the markets currently, including focusing on KPIs (Key Performance Indicators). ·      The ability to get started and how much easier today than it was five years ago, with lower fees, better products, and more information available. ·      Ho...

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      A Bird's Eye view of Walmart ·      Starting to learn the company via the 10-k; if you understand the business, move on to the rest of the 10-k. ·      Focus on the top line growth or revenue growth ·      Understanding the process of analyzing a company and using that knowledge to compare it to other companies. Fo...

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      Whole life insurance and how they work as a general rule ·      How much should you have for an emergency fund before starting to invest ·      How to decide on which ideas to dollar cost average in a portfolio, new investments, or current holdings? ·      How quickly should you dollar cost average, should you hold...

Welcome to the Investing for Beginners podcast. In today's show, we chat with Katie Gatti from the Money with Katie podcast and blog. ·      The advice that everyone should buy a house is completely wrong, and how she thinks about housing, owning vs. renting ·      Deep dive into real estate and how to find something you can comfortably own ·      How to start investing in 401k and setting your bu...

Welcome to the Investing for Beginners podcast. In today's show, we discuss retirement planning with James Canole of Root Financial Partners. Some common misconceptions about retirement planning. How to plan for having security in your retirement. How to develop safety or security in your retirement Avoiding working too long and retiring when you are ready Does the 4% Rule still apply? For more in...

Welcome to the Investing for Beginners podcast. In today's show, we discuss the finer points of debt and cash flow analysis using Weber Grill’s financials. Breaking Down Weber Grills after their recent IPO Analyzing the debt of Weber Grill and how you can use it for other companies How to analyze the cash flow statement The ideas and concepts behind share-based compensation, the good and the bad....

Welcome to the Investing for Beginners podcast. In today's show, we chat with Mark Lamonica, Head of Individual Research at Morningstar. ·      How to invest in today's topsy-turvy markets ·      The importance of moats and how to measure them ·      The highs and lows of buying the "dip" and some caution are necessary ·      How to interpret narratives in investing ·      Mark's thoughts on ETFs...

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      How do I know if I should max out my Roth IRA? ·      Our thoughts on the defense sector and investing in companies like Raytheon, General Dynamics, and Lockheed Martin ·      How to calculate Price to Sales ratio ·      Our thoughts on the companies Affirm and Carvana Today's show is sponsored by: Nugenix Text Beg...

Welcome to the Investing for Beginners podcast. In today's show, we discuss The importance of compounding and the impact it can have on your returns How to setup dollar cost averaging and to start the regular habit of continually investing How diversification can help spread the risk around your portfolio How to determine what kind of investor you are (DIY, 401k, Want help) Determining which inves...