True Wealth - Financial and Investing Podcast

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.

Inflation has reached every corner of the economy. Even our beloved Pumpkin Spice Latte! David and Matt break down where inflation is coming from and what the fix might be to solve the issue.

David and Matt unpack packaged products and take a dive into the details of what really happens behind the scenes. How are fees calculated and what should you know about fees before investing?

In part two, Matt and Justin continue a discussion about all of the things available to someone looking for a comprehensive financial plan. We all know Investment Advisors can manage assets, but what else is available to you?

Have you ever wondered what financial advisors are capable of? Sure they focus on managing investments, but what else might they be able to do for you? Matt and Justin talk about the various stages of building a relationship with your advisor and what the journey might look like.

David and Matt have a conversation on unintentional bias in our financial decisions. We can be deceived by our preconceived notions. Learn how to improve your investment decisions by tuning in.

Should I open a retirement account or invest in real estate? How can I make the best possible use of the money I earn? This week David and Matt discuss the Federal Reserve and inflation while also breaking down how to examine your own financial status.

If a company is growing, sales are improving, and margins are healthy, yet the stock price took a tumble, where is the disconnect? David talks about his favorite store, and we get a lesson as to why valuations can fluctuate.

Are we already in a recession? We look at 10 indicators and wonder how much lower we can go? How long it will persist if it does as the economy experiences waves of expansion, peak, contraction, and trough before repeating the cycle. David offers some illuminating data that can make you rethink your assumptions. This is a nerdy episode that you must watch!

Is the market expected to rise or fall from here? Although we can't be certain, David starts a heated argument to demonstrate how each side can support their position. Is capitulation on the horizon? Where are we and where do we go from here? You definitely won't want to miss this episode.

How much lower can the market go? David and Matt discuss how retail investors fleeing the market can provide opportunities for institutional investors to drive prices higher and make a profit. Today we learn about ways you can avoid making costly mistakes.

Matt and Justin talk about the different stages of retirement. Even if you are years away from retirement, this is a show you won't want to miss. Find out ways you can better optimize your spending and have more fun in the later stages of life.

Inflation is the talk of the town. With all the buzz around rising costs, the question becomes, “How is inflation really measured?” Tune in as David and Matt break it down.

With purposeful planning, we may use our vision to develop long-term goals that are more likely to be met. Listen in as David and Matt discuss how to develop SMART goals that can enhance your financial future.

As you explore the internet and the computer system learns more about you, it may be possible for you to receive biased information. Today, David and Matt discuss how we should exercise caution when clinging to strong ideals.

How is it possible for a company's revenue and earnings to climb quarter after quarter and year after year while its stock price plummets? Listen in as David and Matt discuss how the market is sneezing and corporations are getting a cold.

With a title this mysterious, it would be a total spoiler alert to give you a description. You're just going to have to join in and listen to find out how good news can potentially have a negative impact on the market. Oh wait, I've already said too much.

2022 market corrections leave us scratching our heads as to what's next and where do we go from here. We take a trip down memory lane to look at three major market meltdowns and to analyze how long they lasted vs. how quickly they recovered. You might be surprised at the results. This is an episode you won't want to miss.

Successful investors avoid using their emotions, set good rules and have realistic expectations. They grade themselves, learn and improve. Listen in as David and Matt talk about the importance of using consistent measurements for downside and upside movements in the market.

A blood bath in the markets calls David and Matt to look at the Price to Earnings ratio and breakdown what is happening in the major indices. We look at the NASDAQ vs. the Dow and talk about how the difference in holdings and performance is an indicator of areas in which the market might be 'propped up.'

As mortgage rates skyrocket and the cost of capital rises, how long before bonds enter the conversation? Are we about to start seeing a structural shift in the market?

We all know the basics behind inflation and deflation, but what is stagflation and are we experiencing it right now? Let’s look at stagflation and what it might mean for the markets. Multiple decades ago, we saw stagflation. What happened then and what might happen now?

As technology blossoms and the metaverse adopts virtual reality, how does the face of business change? Do we start to see virtual conference rooms? One thing we know for sure is personal connection is more important than ever. Tune in to hear our different theories on how technology is rapidly changing and what is might mean for our future.

What are we talking about today? You guessed it, 401K's! Our super smart, super awesome guest Kent Smoothers steals the stage and details some of the dirty little secrets about 401k's that you need to know as investor.

Justin and Matt talk about multiple different ways we are biased in our investment strategies. By becoming aware of your weaknesses, you can make more rational decisions as an investor.

There’s no such thing as a free lunch. The Fed has printed money and added a lot of debt to its balance sheet. Now with rate hikes set to happen on March 16th, we talk about what’s next for the economy and how we as investors need to prepare.

With oil prices at near all-time highs and the Russian stock market melting down, David and Matt take a global look at what the market has priced in and where we might go from here.

David and Matt talk about the S&P, Vix and how close they have come to converging. With Russia and Ukraine in a war that is driving up fuel prices, do we see more inflation even with looming rate hikes? The word of the day is “backwardation,” so tune in to see how they tie it all together.

Today we take a look at the current markets and how to use time-honored investment principles to avoid investors' mistakes.

How do stocks find their value and what should you pay for them? “Idiosyncrasy” is the word of the day, so bust out the dictionary and follow along as David and Matt take you on another financial literacy adventure.

Facebook and Netflix share prices plummet, CNN has lost its viewer base, GoFundMe and Spotify are under heat and Joe Rogan is offered a huge contract from Rumble. Matt thinks he sees a correlation between it all and David talks about how this theory might affect investments moving forward. This is an episode you won't want to miss.

David and Matt take a look at the jobs report that just came out and talk about what it means for the economy.

With the markets in turmoil, we should ask ourselves: what style of investor am I and if I have an advisor, does their style match mine?

David and Matt talk about correlation, allocation, diversification, and various other strategies to hedge risk such as dollar-cost averaging, shorting, using options, and even simple strategies like raising cash.

David and Matt give you their 2022 market predictions while also hypothesizing on events that could cause market fluctuations.

Listen in as we wrap up 2021. Derek makes up some ridiculous financial terms, while David and Matt try and define them. This really is an episode you can't miss.

Justin and Matt give you tips for success on how to make sure all generations in your family take the right steps towards financial well-being.

David and Matt give you a run-down of inflation by sector and what the Fed might do to try and slow it down. They also take a look at supply chain concerns and what this means for both the economy and you as the consumer.

David and Matt blast through a checklist of year-end tasks that can help make sure you're in good financial standing to start the new year.

The markets are volatile! Black Friday was rough, and today the markets took a dive. So what’s the deal? Tune in as David and Matt break it down.

How do you bridge that gap between the pit in your stomach where your heart is and what your brain is telling you when it comes to risk decisions.

Is the end of the world coming? Should you freak out and move all your money into gold? Tune in and find out how to ride the wave of uncertainty and avoid mistakes when the markets turn.

What does it take for David to lose sleep at night? How big is the Rivian IPO launch? Where are the markets headed and how do we screen for the winners and losers?

Today we put similar companies head-to-head and try and comprehend how companies like Tesla can justify their huge PE ratios and valuations.