Patrick Huey

đŸ§Ș The VIP Retirement Income Lab

Business EN ↓ 145 episodes

The VIP Retirement Income Lab, with Patrick Huey, CFP¼, helps turn portfolios into paychecks. If you’re within five years of retirement – or five years into it – you’ve probably realized that saving was the easy part. In The Retirement Income Lab, we “test” real-world retirement decisions so you don’t have to test them on your own portfolio. Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons f...

Author

Patrick Huey

Category

Business

Podcast website

hl4tmi.substack.com

Latest episode

Jun 29, 2026

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Episodes

🎖Staggering Losses and Sighs of Relief: Investing Lessons from V-E Day + 80 12.05.2025

On May 8, 1945, World War II ended in Europe as V-E Day dawned. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. Celebrations spilled joyously into the streets across Europe and North America as Victory in Europe Day—V-E Day—marked the official end of World War II on the continent. To understand the profound significance of th...

đŸȘœ Ep 8: Investors Who Are Different w/ Mark Mustian | Author of Boy With Wings 05.05.2025

In this episode, I spoke with Mark Mustian, author of the recently released book Boy With Wings. What does it mean to be different? From Mark Mustian, founder of the Word of South Festival of Literature and Music and award-winning author of the international bestseller “The Gendarme,” comes the new Southern gothic novel, “Boy With Wings” (March 15, 2025, Koehler Books). About the book: Johnny Crue...

🚁 Investing Lessons from War & Peace 02.05.2025

On April 30, 1975, Saigon fell, marking the end of American involvement in Vietnam. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. The world watched as helicopters evacuated the last remaining Americans from the U.S. Embassy in Saigon, marking the end of the Vietnam War and the fall of South Vietnam's capital to communist fo...

🧑‍🔬 Lessons on the Science of Investing 25.04.2025

On April 25, 1953, James Watson and Francis Crick published their groundbreaking discovery of DNA's double-helix structure in the scientific journal Nature. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. A pivotal moment in history, Watson and Crick unlocked the secrets of genetic coding, marking the dawn of modern molecular...

🚀 Overcoming Problems On the Way to Accomplishing Our Mission 11.04.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On April 11, 1970, Apollo 13 launched from Cape Kennedy on what was intended to be NASA’s third mission to land humans on the Moon. The spacecraft carried astronauts Jim Lovell, Fred Haise, and Jack Swigert, and spirits were high as mission control prepared for another successfu...

đŸ‡ȘđŸ‡șInvestment Lesson During A Time of Crisis: "Marshall' Your Strength 03.04.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On April 3, 1948, President Harry S. Truman signed the Economic Recovery Act, better known as the Marshall Plan, into law. Following World War II, Europe’s economies were left in ruins—a devastated infrastructure, widespread poverty, and rampant inflation painted a bleak picture...

đŸ’„ Public Fear and Emergency Measures for Investors 28.03.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On March 28, 1979, the Three Mile Island Nuclear Power Plant in Pennsylvania experienced a partial meltdown in Reactor 2, marking the most serious accident in U.S. commercial nuclear energy history. Located near Harrisburg, Pennsylvania, the facility was considered an emblem of...

✈ Ep 7: Investing Action Plans from WWII 20.03.2025

In this episode, I talk with Author, Speaker, Air Force Veteran and WWII Historian Mark Vlahose. Growing up in Virginia, Mark’s love of history was forged in the very places where it came alive. As a young teenager, he visited Colonial Williamsburg, captivated by the Colonial militia and the rhythmic snap of the Williamsburg fife and drum corps. At just 18, he purchased his first musket, igniting...

📆 Investment Luck of the Irish 20.03.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On March 17, 461 CE, St. Patrick died peacefully in County Down, Ireland. The death of Ireland’s patron saint ended a life that had profoundly shaped the culture and identity of the Irish people. Born in Roman Britain, Patrick was kidnapped as a teenager and sold into slavery in...

đŸ›ïžAn Investor's Unexpected Warning Signs 13.03.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On March 15, 44 BCE, Julius Caesar, the ruler of Rome, died at the hands of Roman senators. Having declared himself "dictator for life," Caesar wielded immense power but had unknowingly sown distrust among the Senate and former supporters who feared he sought to dismantle the Re...

🎇 How Investors Triumph Amidst Chaos 07.03.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On March 3, 1931 The Star-Spangled Banner Becomes the U.S. National Anthem. “The Star-Spangled Banner” was born during a time of immense uncertainty for a young United States. In the early morning hours of September 14, 1814, lawyer and occasional poet Francis Scott Key watched...

🌓 How Investors Can Avoid A Total Eclipse of the Brain 27.02.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On February 29 (Leap Day), 1504, Christopher Columbus used a lunar eclipse to manipulate Jamaican natives into providing supplies. During his fourth and final voyage to the New World (1502–1504), Christopher Columbus and his crew found themselves stranded on the northern coast o...

🏒Investors Don't Needs Miracles, Just A Plan 21.02.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On February 22, 1980, the U.S. hockey team defeated the Soviet Union in the "Miracle on Ice" at the Winter Olympics. The "Miracle on Ice" was a historic game during the 1980 Winter Olympics in Lake Placid, New York, where the underdog U.S. men’s hockey team defeated the heavily...

đŸșA Treasured Lesson About Suitable Advice 13.02.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On February 16, 1923, Archaeologist Howard Carter unsealed the burial chamber of Pharaoh Tutankhamun in Egypt's Valley of the Kings, revealing treasures that had been hidden for over 3,000 years. Pharaoh Tutankhamun, often called the “Boy King,” was an Egyptian pharaoh of the 18...

🏈 Tune Up Your Investing Strategy By Tuning In To Fantasy Football 07.02.2025

In this episode we are talking Fantasy Football with JJ Zachariason. JJ wrote an e-book called The Late-Round Quarterback in 2012. And it changed his life. That document led him to a job at numberFire, where he helped build the site’s content business from the ground up. numberFire was later bought by FanDuel in 2015, and he went on to spend years as the company’s Editor-In-Chief. There, he develo...

🍒 Investment Lessons That Don't Lie or Cherry Pick 06.02.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On February 4th, 1789, George Washington was unanimously elected as the first President of the United States. The United States held its inaugural presidential election, culminating in the unanimous selection of George Washington by the Electoral College. The College, comprising...

đŸ•șDon't Twist & Shout...About Your Investments 30.01.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On January 30th, 1969 The Beatles' perform their rooftop concert, their final public performance. The Beatles, formed in Liverpool in 1960, began as a skiffle band featuring John Lennon, Paul McCartney, George Harrison, and later, Ringo Starr. Their early performances in clubs l...

đŸ“ș These Investment Lessons Will Not Be Televised 24.01.2025

On January 26, 1926, John Logie Baird demonstrated the first working television system in London. Taking place in his laboratory at 22 Frith Street, Soho, Baird’s demonstration marked the first time moving images were successfully transmitted and displayed in real-time. Baird's system was mechanical, based on the Nipkow disk, a spinning disk with a series of holes arranged in a spiral pattern. Thi...

💡What Tesla Really Teaches Investors 17.01.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On January 7th, 1943, Nikola Tesla, inventor and engineer, died in New York City. Nikola Tesla (1856–1943) was a Serbian-American inventor, engineer, and futurist whose groundbreaking work laid the foundation for modern electrical systems and technologies. Born on July 10, 1856,...

đŸ”„ The Arc of History Bends Toward Better Investing 10.01.2025

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On January 6, 1412, Jehannette de Romee, later known as Joan of Arc, was born. Known as the "Maid of Orléans," Jehannette de Romee was a French peasant girl who became a French national heroine and saint. Born in Domrémy, Jehannette grew up with her tenant farmer father Jacques,...

đŸ‡źđŸ‡± October 7th And Expecting the Unexpected 23.12.2024

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. In this episode, we talk with Doron Keidar is a speaker, a warrior, and an advocate for Israel. He is the host of the aptly named Doron Keidar Podcast and currently at work on the I AM ISRAEL project exploring the most special place on earth to him— the heart of Jerusalem... Mou...

đŸ‘» Investors Don't Need To Have the Dickens Scared Out of Them 18.12.2024

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On December 19, 1843, Charles Dickens' classic tale of the past, present, and future, A Christmas Carol, was first published. Dickens wrote A Christmas Carol in the autumn of 1843 during a time of financial stress and social concern. Deeply moved by the struggles of the poor and...

đŸ€„ Four Lessons From When Madoff Made Off 11.12.2024

On December 11th, 2008, Bernard Madoff was arrested for orchestrating the largest Ponzi scheme in history, involving billions of dollars and spanning decades. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. Bernard Madoff, a former chairman of NASDAQ, founded Bernard L. Madoff Investment Securities LLC in 1960. The firm was r...

đŸ€Š Diplomacy Sometimes Fails, But You Don't Have To: This Week in History 04.12.2024

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On December 7, 1941, the Japanese attack on Pearl Harbor led the U.S. to enter World War II. The Japanese attack was preceded by years of escalating tensions between Japan and the United States, driven by Japan's imperial expansion in Asia and U.S. efforts to counter it. Japan’s...

đŸ‡ș🇾Fighting Back Against The Fog of War 22.11.2024

History Lessons Podcast: đŸ‡ș🇾Fighting Back Against The Fog of War. 📚With Jeanne McKinney, author of Triumph Over the Taliban, and Retired General Gregg Sturdevant, USMC. In this episode, we talk with Jeanne McKinney, author of Triumph Over the Taliban: The Untold Story of US Marines’ Courageous Fight to Save Camp Bastion. Jeanne is an award-winning military journalist and a military documentary fil...

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