Derek Amey and Laura Bard

The Novice and The Nerd

Business EN ↓ 65 episodes

Most of us in Generation X/Y learned about money management and finances from our parents. Well, times have changed and so have our finances! No longer should we rely on our parents for financial literacy…if you're looking to better navigate your financial life, this podcast is for you! Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors (AKA, the "novice" and the "nerd"), where two 40-somethings in the financial services industry (but with very different roles) discuss every day financial topics. Our podcast helps you make sense of your finances and gives you actionable ste...

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Author

Derek Amey and Laura Bard

Episodes

How Covid Has Affected Your 401(k) 14.08.2020 42:19

On this episode of the Novice and the Nerd, we discuss how Covid-19 could affect saving in your 401(k), including employer match and potential new government rules. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, que...

Pensions and Covid 06.07.2020 50:50

On this episode of the Novice and the Nerd, we discuss some misconceptions surrounding pensions and how Covid-19 could have affected these types of defined benefit plans. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedba...

Budgeting and Home Projects 10.06.2020 32:25

On this episode of the Novice and The Nerd, we discuss the importance of setting a budget, as well as some home projects many may be considering while home for the summer. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedbac...

Explaining S&P Structure 01.06.2020 39:06

On this episode of the Novice and The Nerd, we discuss Derek's latest blog where he explains a worrisome trend emerging with the S&P 500. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, includin...

Unemployment, Oil and Expensive Market 29.04.2020 34:35

On this episode of the novice and the nerd, Is the market expensive? Just how high can unemployment go? Was the price of oil really negative? Tune into this episode to hear Derek and Laura's takes on these subjects and more! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via em...

Questions from our Audience 16.04.2020 43:52

On this episode of the novice and the nerd, we're answering some questions from YOU, the listener! First, how do we make back what we've lost, so far, in the markets. Second, how are your 529 plans affected. And third, what's the Fed doing to help? Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to con...

Retirement Plans During Current Market Turmoil 05.04.2020 39:41

This episode of the novice and the nerd will focus on employee-sponsored retirement plans and how to handle these types of accounts in the middle of the current market turmoil. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with fee...

The CARES Act 30.03.2020 33:04

This episode of the Novice and the Nerd includes a discussion of the CARES Act, including who will be receiving rebates, changes to unemployment and how RMDs will be affected. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feed...

Financial Markets and Coronavirus 24.03.2020 1:08:31

On this episode of the Novice and the Nerd, we\'re talking about the current state of the markets in the midst of the Coronavirus. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas...

Refinancing 13.03.2020 44:22

While markets are in turmoil there may be a silver lining for homeowners. On this episode of the novice and the nerd, we discuss refinancing in this low interest rate environment. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with...

1099s and Autonomous Cars 21.02.2020 42:35

On this episode of The Novice and The Nerd, we talk about 1099s, and Derek Amey spooks me about the future of autonomous cars Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for f...

Why the next recession may feel worse for investors 07.02.2020 41:06

On this episode of The Novice and The Nerd, we warn investors, especially Gen X'ers, of the affects that a recession could have on their retirement accounts Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions o...

Social Security 14.01.2020 31:13

On this episode of The Novice and The Nerd, we're talking about Social Security- how I (and many other people, I've learned) don't think we will have it when its our turn to retire in 20-30 years. Our NERD explains HOW the system works and explains some potential solutions to ensuring the ss system stays funded for our kids! Find complete show notes and links on our website, StrategicPoint.com...

Holidays, Spending and Saving 14.01.2020 25:14

On this episode of The Novice and The Nerd, we're talking about the Holiday season and how your finances are affected by the costs of holiday spending, tipping and the increase of the costs associated with the season. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email theno...

Welcome to The Novice and The Nerd 14.01.2020 14:40

On this episode of The Novice and The Nerd, we introduce ourselves! Learn about why we decided to start this podcast and how we plan to help YOU better understand your finances! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with fe...