🧪 The VIP Retirement Income Lab

In this episode…After returning from Oktoberfest in Germany, I raise a toast and get Fall’s first economic data releases. Then we get a lesson in Latin, investing in the military sense of the word (as well as the financial one), and recency bias. And we finish with some wizardry courtesy of the late great Dumbledore.  This is a public episode. If you would like to discuss this with other subscribe...

Should I Use a Donor Advised Fund? It’s Friday and before you start your weekend, let’s talk about your finances. Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated r...

In this episode…we check in on the two stories of the economy: one with the spigot wide open and the other trying to drain all the water. Then we’ll drop by the Doctors’ Office for a check-up on inflation. And we finish off with a fantasy football-themed mailbag. Get your helmet on…and get in the game!  This is a public episode. If you would like to discuss this with other subscribers or get acces...

In this episode…we cook up some char-grilled goodness to recap the ISM Manufacturing and Non-manufacturing Indexes. Blame it on a light data week. Then we join George Washington as he names his first Secretary of the Treasury, the future hip-hop sensation Alexander Hamilton. From the Revolution to Prince and the Revolution, we’ll finish up as I don a raspberry beret to relate how this is not a par...

How Much Research Do I Need To Do? Its Friday and before you start your weekend, let’s talk about your finances. Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated re...

In this episode…grab your funnel cake and tickets to ride at the county fair as we say goodbye to summer. Then be sure t to answer in the form of a question, as I delve into the history of Jeopardy to provide a few lessons on how to deal with the investment world. Finally, we say goodbye to the King of Summer, Jimmy Buffett, with a special edition of the mailbag. Fins up! 🦈 This is a public episo...

Should I Buy Gold? Its Friday and before you start your weekend, let’s talk about your finances. Checklist: www.victoryindependentplanning.com/finance-friday-download.html Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is a small business owner and the author of two...

In this episode…I want to do the limbo. The Lock In Limbo. Okay, actually I don’t because higher interest rates are no party and also I have this lower back thing. Next I manage to wade through several contentious topics including the dating of the fall of Rome, predicting recessions and putting pineapple on pizza. I’m open to it but most purists balk. Finally we grab the mail bag and go back to 2...

Should I Roll Over A Dormant 401k (or other employer account)?   Its Friday and before you start your weekend, let’s talk about your finances. Flowchart: www.victoryindependentplanning.com/finance-friday-download.html Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is...

In this episode I admit that, like many, I may have been wrong about recession in 2023 given the recent acceleration (yes you read that right) in top line GDP. Ah, the vagaries of the business cycle. Then we blast off for the moon to learn a few lessons on Russian rockets and the art of satire. And we finish with a rant over a CNN.com article with a cameo appearance by Christian Bale. Are you prof...

In this episode we return to inflation nation to take a look at recent trends in both the CPI and PPI data before charging the Wayback machine for the year 1642 where we will run into Cosimo de Medici. His family can teach us a few things about financial responsibility and not just the obvious: marry your daughters to kings. Then we head back to the mail bag for another summer reading list with a...

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In this episode I take your through the recent transition from the Charles Dickens Economy to the Mark Twain version where the lags in monetary policy are making rumors of economic demise which “seem to have been grossly exaggerated.” Then we’ll travel back to 1905 and watch an avid warmonger promote peace, learning valuable lessons for the life and legacy of Theodore Roosevelt. And we’ll wrap wit...

In this episode we talk about some soft data but can cross at least one issue off the list of things investors worry about. Then we move to talking about the French Revolution and how constantly seeking perfection as an investor can ruin your day and your financial plans before closing with more poetry for the Modern Investor. This time with a (clean) limerick about Ben Bernanke and Jerome Powell....

In this episode we talk about easier comparisons leading to falling prices. Then we move on to discovering the mental foibles of our ancient ancestors. Eventually we get to the mail bag and start a new book for Modern Investors, this one focusing on poetry, specifically the haiku. Poetry Lessons for the Modern Investor, coming soon to a bookstore near you? Stranger things have happened.  This is a...

In this episode we talk about supporting democracy and getting your head chopped off for it. Ah, the long and complicated history of the Franco-American alliance. We also delve into the dual personality of economic data since 2020 and the unique experience we’ve all endured since then. Join us for a rollicking romp from 1778 to present! 🇺🇸 This is a public episode. If you would like to discuss thi...

In this episode Charles Dickens returns for a second week, we get stoic with one of the greats in the history of Naval Aviation and we plan an intimate soiree historical figures like Alexander the Great & Jerry Seinfeld. See which characters from the past I think are most likely to settle their differences with a drinking contest and  end up passed out under the table.🍻 This is a public episode....

In this episode we detail the Charles Dickens economy where every best of times is met with a comparable worst of times. Then we break out the martini shakers (not stirred) and revisit The Battle of the Bonds for the third year in a  row before ending with Bacon. And hey, who doesn’t love Bacon! Show Sponsor: https://www.amazon.com/Hell-Novel-Patrick-Huey/dp/B0BM4H2SRW This is a public episode. If...

This weeks episode discusses the Fed reaching "tight" status as well as a Spotify playlist for the 2020s economic cycle. Songs include Social Disease by Bon Jovi, Closing Time by Semisonic, Free Money by Patty Smith & Can't Buy Me Love (due to inflation) by The Beatles. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi....

The episode starts out with a look back at Shakespeare's Globe Theatre and its rebuild in 1997. From there things go a bit off the rails as we open the mail bag and end up talking about which past Fed Governor we'd want to throw fists with in a Fight Club and which we'd want with us on a deserted island. This is a public episode. If you would like to discuss this with other subscribers or get acce...