UPTHINKING FINANCE

What does the scripture about tithing really mean? Can we be in alignment with God if we embrace success and abundance? These are just a couple of the questions that Reverend Dale Allen Hoffman tackles in part II of “The Spiritual Side of Wealth.” (If you haven’t listened to part one, make sure to check it out).  Dale Allen Hoffman is a world-renowned author, actor, musician, performance arti...

How do you build the kingdom versus simply trying to build wealth? Today’s guest will help us navigate the dynamics of the spiritual side of wealth. Reverend Dale Allen Hoffman is a world-renowned author, actor, musician, performance artist, and professional speaker. He’s also the author of “ Echoes of an Ancient Dream: Aramaic Toning on the Path of Light .” He shares his wisdom in this episode of...

I’ve been lifting weights since my early 20s. I’ve done everything from playing basketball to mixed martial arts. Recently, I found CrossFit. Running a gym as a whole is a difficult business to manage. Jason Jamison and his wife Tessa are co-owners of the CrossFit Modern gym in Long Beach, CA.  Jason played hockey when he was nine. He taught P90X classes for a while before experiencing a Cros...

Behavioral finance emerged in the late 80s to address why people make the investment decisions they make. According to  DALBAR , the S&P 500 averaged 9.5% in 2021 and the average investor only averaged a return of 3.6%. The question becomes, what happened to that extra 5.9% of gains? The role of emotion in making decisions when to buy and sell is saignificant. Today’s guest is Paul Strehl...

The Iditarod is a sled dog race that covers 1,000 miles of Alaska that happens every March (and just celebrated its 50th anniversary). Dallas Seavey is the youngest ever to run and win the race, accomplishing this at age 25. Now 36, he’s only the second Iditarod racer to win the race five times. In this episode of Upthining Finance™, Dallas brings us deep into the world of sled dog racing. He shar...

Over the years we’ve been married, we’ve been blessed to have five cats and seven dogs. We rescued all but one of them. We adopted two of them from Shadow Husky Rescue—Hatchi and Storm. Today’s guest Tim McVicker—also known as Master Wolf ™—is the President of Shadow Husky Rescue, the #1 Husky Rescue in California.  Shadow Husky Rescue’s mission is to rescue Huskies and provide them with a se...

The people I’ve interviewed are inspiring. They aren’t just in this field for financial gain but are passionate about what they do. One year ago I had  my first interview with Alex Krainer . In honor of the anniversary of this podcast, Alex Krainer will join me again.  Alex is the founder of Krainer Analytics and the creator of I-System Trend Following. Alex is a former market analyst, F...

What do you know about gold? Why is it an asset that we see as valuable? Why are people drawn to it in times of uncertainty? Gold is often touted as a hedge against inflation. So is an investment in Gold worth it? Max Belmont—a Senior Research Analyst with First Eagle Management—joins me in this episode to cover all things AU 79.  You will want to hear this episode if you are interested in......

As humans, when should we be concerned about our impact on nature? I think there is an argument to be made for balance. I respect animals and their role on this earth. I believe they have souls and a purpose just like humans.  Today’s guest, Aaron Bott, is going to help us navigate the economic and ecological concerns of humans interacting with nature. Aaron is a Biologist and Doctorate Stude...

Tim & Stephany Mauer discovered the British Virgin Islands in 2000 while on a charter. The experience was intoxicating and changed the course of their lives. They made it their goal to buy a boat and spend their years sailing the Caribbean islands. In this episode of Upthinking Finance™, they share how they made their dream a reality. You will want to hear this episode if you are interested in...

Today’s guest is Charles Hughes Smith, who’s been writing about socioeconomic and technology trends since 2005 on his blog, “Of Two Minds.” His blog hosts over 4,000 pieces of original content. His work is also on Patreon and ZeroHedge.  Charles seeks to understand why our sociopolitical and economic systems are failing and lays out alternative ways to find a sustainable way of living. His wo...

I received my first securities license 30 years ago. Over these years, I’ve been exposed to many investment options. I’ve never been drawn to taxable bonds as an investment option. In my opinion, they’ve never been a good hedge against inflation and just don’t make sense. You’re giving the government money without any idea what it will be used for and expecting them to pay you back. But there is a...

Steve Knight has been in the aviation industry for 50 years. He holds an airline transport pilot certificate, a commercial pilot certificate, a flight engineer certificate, and a certified flight instructor certificate. He’s flown more than 22,000 hours on seven types of aircraft, all over the world. He’s been Chief Pilot, Director of Operations, Fleet Captain, and Standards Captain. He spent 39 y...

Today’s guest, Rich Solomon, is an attorney, author, and public speaker that runs a local radio station in New York. In this episode of Upthinking Finance™, we build on last week’s episode with Sunil Dovedy and cover the practical aspects of starting a business. What are the common roadblocks? Why do partnerships seemingly always fail? How do you keep viable businesses alive? Rich shares how his “...

Starting a business is both challenging and exciting. I cannot deny the hand of God in my work at Capital Investment Advisors. I’m surrounded by some of the best people I could collaborate with daily. But a lot can go wrong when you run your own business. A lot can go wrong when you take an idea and create something that generates revenue and makes a difference in people’s lives. You can get to a...

One of the challenges financial planners face is figuring out how to determine an individual's risk tolerance and explain it to them. The challenge is helping clients understand what a downside looks like and feels like. It’s hard to prepare people for the ups and downs of the market.  In 2011, software was developed to more effectively communicate the declines in the market. That software is...

Today’s guest built a successful career  and  preserved her personal integrity working in a high-pressure industry where most people succumb to the demands of political correctness and upward mobility at all costs. Today’s guest is my wife, Darci Fersch. Darci has a B.S. (Bachelor of Science) in Administration of Justice and a Master’s Degree in Consciousness Studies. Darci has worked fo...

The political and socio-economical world is changing rapidly. What’s happening isn’t just a part of the normal cycle. So how do we adapt in these changing times? In this episode of UpThinking Finance™, Rodrigo Gordillo shares why low inflation isn’t normal, talks about the Fed’s over-reliance on fiscal spending, and his company’s concept of return stacking (and how it works).  Rodrigo Gordill...

Kandee Anderson has worked for Marriott since December of 1988—34 years. How many people can say that? Her accomplishments are broad and deep. She started as a Sales Manager at a Residence Inn in Southern California. She worked her way up to a GM position at that property before moving into marketing and sales as a Regional Sales Director.  Eventually, Kandee became the General Manager for se...

Oil is a global commodity. When President Nixon took the United States off the Gold Standard, it created difficulty with global commodities. At that time, the major oil producers around the world agreed that oil would be priced in dollars globally (which led to the term “Petro-dollar”). When you link something to a currency, it can be inflationary or deflationary.  We prefer the dollar to be...

Over 20% of Exxon Mobil stock is owned by Vanguard, BlackRock, and State Street. That means they have 20% of the voting rights. Starbucks is largely held by Vanguard, BlackRock, and State Street. Why is this important?  These companies are some of the largest advocates  for the World Economic Forum (WEF) which forces compliance with the objectives and philosophy of Environmental, Social,...

Pastor Rodney Nichols learned at a young age that he was musically talented and was asked to direct the Pastor’s choir. But he knew God had a greater plan for him. In June of 2000, he accepted his calling to be a preacher. He became the Pastor of True Faith Holiness Church for four years.  After he met his wife in 2008 and graduated from Bible College, they planted the Garden of Praise Christ...

How do you make financial decisions as a couple? In church environments, there tends to be the idea that one partner gets to decide how to spend the money and takes control of finances. While there may be a primary point person, it is a partnership. Couples should make decisions together.  My wife has an exceptional eye for property and is skilled at negotiating. She defers to me with retirem...

When the United States moved off of the gold standard in 1971, it allowed the government to print as much money as it wanted. When gold was the standard, they could only issue as much money as they had gold or assets to back it. It affixed a value. We operate on a fiat money system now, which means the market forces dictate the value of the currency. Those values can be easily manipulated. A day o...

“True wealth is the ability to spend your time the way you want to. That is the ultimate resource.” – Chris Weatherman It’s important to prepare for retirement so that outside factors won’t impact whether or not you have the retirement you’ve dreamt of. Financial independence and self-reliance are important. But according to Chris Weatherman, it’s also important to prepare your  life  fo...