The Learning Investor

This is the second of two episodes focused on real estate syndications. In this follow-up, we walk through an example deal and outline the typical steps in the passive investing process—connecting with operators, reviewing deal decks, analyzing returns and timelines, wiring funds, and receiving updates. We also touch on what a K-1 is and where it fits into the picture. If you're exploring syn...

In this episode, I’m joined by special guest Donna Reid from Reid Elite Capital to unpack the world of real estate syndications. We dive into what syndications are, the roles of LPs and GPs, what it means to be an accredited or non-accredited investor, and how deals are typically structured. Donna also explains what an underwriter does, what the typical minimum investments look like, and the key p...

In this episode, I sit down with a special guest to talk about way more than just dollars and cents. We dive into what it really means to pick the right partners in business, why understanding finance matters no matter where you are in your journey, and how to use your money with purpose to live a full, intentional life. This one’s about mindset, money, and making it all count. Reach us at thelear...

In today’s episode, we’re talking all about ETFs—what they are, how they work, and why so many investors are into them. If you’ve ever heard the term “ETF” and nodded along without really knowing what it meant, this one’s for you. By the end, you’ll have a solid handle on the basics and feel way more confident about where ETFs fit into your investing journey.

Join former securities principal Steve Lambert as he shares his wealth of experience in the world of investing. In this episode, we dive into mutual funds, the power of discipline, the magic behind the Rule of 72, and the timeless principles of value investing. Plus, we explore the dangers of the "bigger fool" theory. Whether you're a seasoned investor or just getting started, Steve...

In this episode, I break down Treasury bills — or T-bills — one of the safest, simplest ways to start investing. You’ll learn what T-bills are, how they work (including how you actually earn money from them), how they're taxed, and why they’re a great low-risk option for beginners. Whether you’re new to investing or just want a safe place to park your cash, this episode will give you the clar...

 This episode covers the key considerations before beginning your investing journey. I discuss the importance of being in the right financial position, setting investment goals, and developing a thoughtful mindset. You'll also hear how I approach books and research,  and how I build connections and network in a way that supports long-term growth.  A helpful starting point for anyone preparing...

This episode is all about bonds. I start with the basics—what a bond actually is—and walk through the main types of bonds you’re likely to encounter. Then we take a closer look at U.S. Treasury bonds: how they work, how they’re bought, and why they’re often seen as a starting point for new investors. I also cover the often overlooked topic of how bond interest is taxed, depending on the type of bo...

This episode sets the tone for what this podcast is—and what it is not. It’s an educational space focused on the early stages of investing, created for those who are starting from scratch. The goal is to provide clear, practical information to support long-term growth and learning. This podcast isn’t about hype, trends, or quick wins. It’s about building a solid foundation, one step at a time. It’...