The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.
Manage episode 485519741 series 3437124
Content provided by Rob Berger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Berger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy.
Here are links to the resources I mention in the video:
SPIVA Report: https://www.spglobal.com/spdji/en/res...
Concentration of SP500: https://www.visualcapitalist.com/sp/v...
Vanguard Lont-Term Bond Fund: https://www.morningstar.com/funds/xna...
Paper on Tax Loss Harvesting: https://papers.ssrn.com/sol3/papers.c...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
223 episodes
Share
Manage episode 485519741 series 3437124
Content provided by Rob Berger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Berger or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy.
Here are links to the resources I mention in the video:
SPIVA Report: https://www.spglobal.com/spdji/en/res...
Concentration of SP500: https://www.visualcapitalist.com/sp/v...
Vanguard Lont-Term Bond Fund: https://www.morningstar.com/funds/xna...
Paper on Tax Loss Harvesting: https://papers.ssrn.com/sol3/papers.c...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
223 episodes
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Similar to The Rob Berger Show
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
What if it was easy to create a $1M digital business you could be proud of? The path lies in creating people magic. Gina Bianchini, founder and CEO of Mighty Networks, has helped over 10,000 entrepreneurs, brands, and creators grow incredible businesses that put people first and generate millions in profit. Now she’s bringing the secrets of the most successful communities directly to you. In this series, Gina will show you how to build a community so valuable you can charge for it and so wel ...
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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
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continue reading
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