True Wealth - Financial and Investing Podcast

What type of mindset does someone adopt to not only build wealth, but retain it? A lot of work goes into building a solid investment portfolio. Learn about some tricks you might be able to use to better understand investing and preserving wealth.

There is some good news to share despite the rising cost of mortgages and the rising rate of theft that is reducing business revenues. Listen in as Matt and Justin break down some of today’s hottest topics.

As starter homes have all but vanished and expenses have gone through the roof, things look bleak: but the True Wealth team looks to uncover where the optimism and opportunity might exist during these troubling times.

Imports and exports have dramatically shifted in the aftermath of COVID lockdowns and a war in Ukraine. Investors should pay close attention as the trade routes are undergoing massive change.

We often wonder why a stock is priced the way it is: trying to answer that question may be more complex than you realize. Tune in to hear about ways analysts make decisions on whether it’s time to buy or sell.

The title says it all. The True Wealth team reveals tips and tricks many individuals use to acquire first-generation wealth. The ‘American dream’ is still alive, so tune in to hear about ways you can leverage your time and resources.

Everyone loves to save money, but there are times when trying to cut costs gets expensive. Learn about how spending a little extra can potentially buy you a lot more.

We too often think of risk as a static measure. The reality is, risk is much more fluid than you might think. Learn about how to assess your personal risk and how you might change it depending on circumstances.

What does it really mean to have wealth? It starts with having the right mindset. Your attitudes and habits around finances can have a huge impact on your ability to financially succeed. And while not everyone has the same idea of what :wealth” means to them, we can all benefit from taking solid steps towards financial freedom and independence. During this show, we explore some of the common habits anyone can use on their journey to true wealth.

Many people in America are seeing a huge shift in their financial picture compared to a few years ago. Debt has increased, retirement contributions have slowed and our financial literacy has declined. It’s time to fix that. Tune in to hear ways we can fix a growing problem.

Is your retirement plan working for you, or against you? There are a variety of different retirement vehicles in existence. Whether you are an employee or an employer, there are some key pieces you need to know in assessing if you are optimizing contributions to their fullest ability.

Discover the transformative power of artificial intelligence (AI) in today’s dynamic markets and gain valuable insights into its implications for investors. Join us as we delve into the fascinating world of AI and explore what lies ahead in the near future.

Discover eight actionable strategies that will empower you to reach new heights and manifest triumph in every area. Tune in now and embark on a transformative journey toward achieving unparalleled success in your personal and professional endeavors. Don’t miss out on this invaluable resource for self-improvement and growth.

Discover the power of cash in your investment strategy! Explore the untapped potential of cash and its vital role in creating a successful investment portfolio. Join us as we delve into the various ways cash can contribute to your financial growth.

You must be intentional when working with the tax code. What is the difference between a CPA and a Financial Advisor? Tune in to find out how an advisor might be able to help you maximize the opportunities you have.

Yes, we are aware that the Federal Reserve affects interest rates, but there are other powerful forces at work as well. Discover some of the factors that may be influencing interest.

When the stock market investment landscape has changed and volatility has increased, what are some ways investors can turn a market full of lemons into lemonade? Strawberries and sugar of course! The real list might be longer than you think, so tune in.

This week, David and Matthew explore the hints buried beneath the Market.

In this podcast, we discuss the potential future of the US dollar as the world’s reserve currency and the upcoming deadlines for April 18th. Our advisors weigh in on the implications and offer insights on what to expect.

As Artificial Intelligence continues to evolve and gain more power, many people are wondering what jobs it will replace and what the potential benefits and concerns may be. We explore the implications of AI for investors and the job market. Join us as we dive into the possible benefits and challenges that come with this technology, as well as what it might mean for the future. Discover how these issues affect our economy and daily lives and explore potential solutions for a more fiscally responsible future.

Join us as we delve into the failure of government in managing finances and the repercussions of overspending. We explore the role of capitalism in these situations and how it often prevails, even when the going gets tough. Discover how these issues affect our economy and daily lives and explore potential solutions for a more fiscally responsible future.

We take a closer look at the recent breakdown of Credit Suisse and its subsequent buyout by UBS bank. We discuss the factors that led to the collapse, the risks involved in the investment, and how the acquisition impacts the banking industry as a whole. Along the way, we share insights into how investors can evaluate and manage risk when investing.

How does a bank this big fail? The answer might be more simple than you think. Are we in for more turmoil and will the contagion spread? Tune in to find out the reasons behind the regional banking scare and what investors need to know moving forward.

/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=".svg"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} In a world where everything is costing more, lots of changes start to develop. Tune is as the team breaks down what you need to know about the economy, the markets and everything in between.

In this episode, we delve into the topic of financial planning and explore how to find the right financial planner for your needs. We discuss the common pitfalls of the financial industry, including salespeople pushing the latest investment trends without considering their clients’ true financial goals. We provide insights on what to expect from a financial planner and how to evaluate your own financial needs. Tune in to learn how to make informed decisions and take control of your financial future.

/*! elementor - v3.10.2 - 29-01-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=".svg"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Tuesdays aren’t just for tacos. Matt and Justin reveal an acronym that will revolutionize what you think of the next time someone mentions, “Taco Tuesday”. We are serving up a platter of financial tricks, tips and everything in-between.

There are many wonderful and admirable aspects of the market. David and Matt discuss all the special and unique reasons why we are so passionate about investments and the financial industry.

David and Matt talk about how certain areas of the market can be popular for a season and less popular during others. As sectors rotate through and mean reversion plays its course, we learn about how the market adapts, changes and exploits opportunities.

How do we measure inflation? Well, the cost of a Big Mac, obviously! All jokes aside, higher interest rates also provide opportunities for lending money with higher rates of return. David and Matt talk about the difference between how corporations and the US government differ in lending and what it might mean for you as an investor.

David and Derek discuss strategies to improve our decision-making on whether an item is worth purchasing. Contrary to common assumption, life isn’t entirely about saving; sometimes, spending money is perfectly OK. Discover some tips you can use to better gauge when it might be a suitable time to make a feel-good purchase.

Are you a DIY investor who needs a little guidance after 2022? Listen in to hear what David & Justin have to say.

Making mistakes is never fun. Tune in as David, Matt, and Justin break down 6 ways investors can help avoid making costly mistakes.

It is easy to become preoccupied with the day-to-day details of running a business. Today the crew covers all the important things you don’t want to forget.

As the new year approaches, David and Matt break down ways you can set yourself up for a better chance at finding success in achieving your financial goals.

No matter your age or dollar amount, David and Matt walk through ways you can improve your financial situation by being a savvy investor.

On this episode of the True Wealth show, David and Matt throw ‘feelings’ out the window and get down to business in addressing debt, the stock market and everything in-between. This is a no frills, no holds barred conversation you wont want to miss.

As investors, we need to approach the market with common sense and logic. If we stick to tried and true tactics, we can lessen the chance of making big mistakes. What are some ways to invest with confidence and intelligence? Tune in as Littlejohn Financial spells out what it takes to be a savvy investor.

As the markets move around and interest rates are in limbo, David and Matt look at all of the conflicting news articles and try to use data to make educated predictions as to what the likely outcomes are from here. Is now the time to buy equities, bonds or fixed income products? Though we might not know with certainty, the evidence suggests…

What do insurance companies have in common with the stock market? David and Matt break down how the risk metrics have changed and how the stock market has repriced risk.

David and Justin explain the significance of the election results and the new law, as well as what it means for investors like you.

The definition of insanity is to keep doing the same thing over and over again yet expecting a different result. David and Matt have a field day talking politics in the lead-up to the vote tally. How will the market react and what do these elections mean for investors?

David and Matt take a back seat to financial guru, Madison Littlejohn who gives us some pretty high level answers to our numerous financial questions. This high school freshman manages to rock and roll through the Q&A session. Learn some useful questions to spark financial conversations with your teenager on this unique broadcast.

Focusing on the upcoming midterm elections, David and Matt discuss how to enhance the voting process and how we can give the people more power while reducing it for large corporations and lobbyists.

David and Matt delve deeply into global economics to discuss how a predominantly globalist regime is driving the market and undermining the Federal Reserve's efforts to contain inflation.

Ok, we get it, the market has been stinking it up. Fear is in the air. But there is a silver lining: bad news has become good news! How so you ask? Well tune in as David, Matt and Derek talk about how if you hold the line, own the same amount of shares and are buying more while the market is low, you might wake up in the future and thank yourself for not making a bad mistake.

Listen as David and Justin discuss the implications of the higher dollar and what it means.

There is a big elephant in the room: and it just so happens the elephant is hurting our chances at a soft economic landing. David gets right to the point as he breaks down the ugly truth about the Federal reserves battle to curve inflation. What or who is the elephant in the room? Tune in and find out!

It's extremely important spouses are on the same page with finances. Tune-in as Matt and Justin breakdown all the conversations you should consider having to make sure your money is working for you.

The markets felt some pain today, but patience always reigns supreme when investing. The real question is, can you be a trader and an investor? David and Matt talk about timelines, investment objectives and answer the big question of the day.

There are certain investment checkmarks we need to take care of before getting cute with our money. We need investment rules and less emotion driving decisions so we have a better gauge of performance.