Stop trying to guess what the market might do.
Just because you think something might happen doesn't mean it will.
Working with BIG investment firms can be VERY expensive.
The big wealth management firms both charge too much and return too little.
The Myth of the Market Prognosticator
No one can accurately predict the future (financial or otherwise).
Not worried about retirement? You should be.
Both young and old are failing to save enough for retirement.
The compounding power of patience and discipline.
Through good times and bad, patient, steady investing has paid.
Is Dave Ramsey getting back to basics?
It seems that Dave Ramsey may be giving less bad investing advice.
Most won't have nearly enough to retire comfortably.
The majority of 401k plan participants will fall short.
Is it good or is it too good (to be true)?
There are good investments and then there are those that sound too good.
Too many financial advisors will do anything for a buck.
Doing what is best for the client takes a back seat to generating huge profits
A Question Melange from Easy Portfolios to More F.I.R.E.
Making simple investing harder and retiring really early.
Don't make investing more complicated than needed.
The more complex an idea sounds, the less likely it will succeed.
Podcast Disclaimer
Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Information presented on the podcast is not personalized investment advice from Apella Wealth. The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.
We hope you realize that the information provided on Talking Real Money is for informational, educational, and hopefully enjoyable purposes only. The podcast is not trying to get you to buy or sell any financial products or securities. Instead, the program is provided as a public service by Apella Wealth, a fee-only registered investment advisor. Please see Apella Wealth's ADV Part 2A on our website for information regarding Apella fees and services.
Apella Capital, LLC, DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Apella does not provide tax or legal advice and nothing in either stated or implied here should be inferred as providing such advice.