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Financial Foursight
Financial FoursightEpisodes
Financial Foursight
Financial Foursight
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Episodes of Financial Foursight
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In this episode, the guys discuss a litany of topics but finish with some of the best thoughts that have ever been shared on a podcast episode.They kick off the episode talking about the disconnect of the market and the real economy and why th
On this week's episode, the guys discuss big picture investment philosophy.Morningstar Long View: Inertia Can Actually Be A Helpful Thing: https://www.morningstar.com/podcasts/the-long-view/53Setting the Record Straight on Asset Allocationh
In this episode Colin, Ian, and Isaiah discuss the following:The New York Times article on where consumers are spending and where they are slashing consumption in today's market. https://www.nytimes.com/interactive/2020/04/11/business/economy/
In this episode, we talk about the biggest story of recent memory, which is COVID-19. We discuss the WFH (work from home) movement going to change significantly how we all work in the future? How we all work virtually and lessons learned.The t
In this episode, we talk through the quickest 10% loss in stock market history. Prompting the question are markets efficient. Colin, Dwight, Ian, and Isaiah all weigh in.The impact of the coronavirus to our lives, investing, and financial plan
In today's episode, we discuss when to hire a tax professional and when it might make sense to do it yourself. How to think about paying for tax help and when it can be a lifesaver. Dwight dives into a lot of detail, given his CPA and tax backg
In this episode, Colin, Dwight, and Ian dive into Ian’s trip and talking more in-depth about life planning and what it is and why it matters to you. How does life planning help people better align their money with their values and goals in life
Why having habits like investing allows you to adjust your lifestyle and compound the results you ultimately want over the longer term. How goal setting is not the way to drive change in your life regardless of the goal. You must set-up habits
In today's episode, the guys discuss a family fable and why it's important to not forget why you truly are doing things and why we often overlook those important factors. S/O to Jeremy Walter for the post. https://calibratingcapital.com/a-50-fa
On this episode, Colin, Dwight, Ian, and Isaiah discuss the followingColin's recent video on asking a financial advisor for client referrals when doing due diligence. Colin's Post - https://twitter.com/advizewealth/status/1190265474153623552?
On today's show, Colin, Dwight, Ian, and Isaiah discuss why finding meaningful work is so important to our generation. What is passive income and how to grow your personal income? Finally, they all discuss the annoying sometimes true aspects of
In this episode, Dwight, Ian, and Isaiah discuss the following:The shift of fee models in the financial advice world and why that’s a good thing. The profession is moving from just sales. The idea of being a specialist as well.Tweet of the We
On today's show, Colin, Dwight, Ian, and Isaiah all share their biggest personal financial mistakes in hopes you can learn from their errors.Colin's - Learned about being a 1099 employee that doesn't pay quarterly taxes...OUCH!Dwight's - Buyi
In this episode, Colin, Dwight, Ian, and Isaiah are all together to chat on the topic of The American Dream per an article that Dwight found.https://www.wsj.com/articles/your-parents-financial-advice-is-kind-of-wrong-11568367000Tweet of The W
In today's show we chat on an article looking at why people are refinancing mortgages with the yield curve inversion. https://blairbellecurve.com/yield-curve-inversion-in-the-mortgage-market/The Tweet of the Week: https://twitter.com/behavio
In today's episode we tackle Long Term Care (LTC) Insurance and the big misunderstanding that are associated with the products. The advances and changes to what's in the marketplace. Why it's important whether it's for you or a family member. T
In today's episode we chat on a piece from Ben Carlson https://awealthofcommonsense.com/2019/08/this-is-what-happens-as-societies-become-wealthier/Tweet of the Week - https://bpsandpieces.com/2019/07/03/portfolio-appendectomy/S&P 500 Returns
On Today's show we discuss an article that talks about the "resulting" and the issues that are associated with that thinking.https://www.forbes.com/sites/ryanfrailich/2019/01/25/how-resulting-impacts-your-personal-finances/#3cbb25733ee5We als
On today's show we talk about what does the alphabet soup of financial designations mean?CFP®, CFA®, CPA, CPWA, and CDFA + the 100's of others... https://www.finra.org/investors/highlights/3-things-know-about-financial-designationshttps://w
On today's show we discuss How you were raised, how money was treated in your family, and your parent's job affect how you view your finances. Article Link: https://www.forbes.com/sites/riankadorsainvil/2019/06/28/why-we-cant-talk-about-mone
On today's show we talk about the MarketWatch article about by driving a older car you are on the "road to riches" Article Linkhttps://twitter.com/beyondfinances/status/1140665525556645897Tweet of the Week Colin brings up a question he cont
On today's show Ian shares an articles from fellow XYPN member David Rae: Money and Happiness & from Nature: Happiness, income satiation and turning points around the worldhttps://www.forbes.com/sites/davidrae/2019/06/10/lgbt-community-happy/
Colin and Ian talked about this trip to FPA NextGEN and the future of financial planning. What they've learn and how the industry of financial advice is changing. Dwight's tweet of the week going meta with the talking about, " What we die from
In this episode we chat about when does holding more cash make sense? When is it a poor decision? Did you know that the best performing asset class in 2018 was cash? Tweet of the Week: Dr. Daniel Crosby's crack at trying to decipher the funda
In this episode we discuss is buying a home better than renting? Is a house an investment? Why we all three own homes. https://www.usatoday.com/story/money/columnist/2018/03/04/hear-you-but-your-home-still-lousy-investment/388540002/https://
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