True Wealth - Financial and Investing Podcast

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.

David Littlejohn interviews Rabbi Daniel Lapin in today's episode. Rabbi Daniel Lapin, known world-wide as America’s Rabbi, is a noted rabbinic scholar, popular international speaker and best-selling author. He is one of America’s most eloquent speakers and his ability to extract life principles from the Bible and transmit them in an entertaining manner, thus improving peoples’ finances, family and community life has brought countless numbers of Jews and Christians closer to their respective faiths.

It's important as an investor to vet your sources and know who is selling you advice.

Today David is trying to ruffle your feathers! Why might you ask? Tune in to see how market bias might be at play.

To understand the plumbing of the market, you need to look at the technical data, the fundamental data, and the flow.

Investing shouldn't be gambling. Today we discuss ideas to manage the volatility in your portfolio.

Does the 2008 crash and China's recent real estate unraveling have anything in common? Today we explore potential problems with China's real estate and banking sectors.

What does the vaccine mandate mean for you personally? What does it mean for our economy and what should we be doing about it?

By getting a good handle on the basic fundamental building blocks of the financial system, you can then design for the outcome you're looking for.

Why you actually care about what is happening in Washington DC and the Federal Reserve banking system.

In this episode we discuss the risk analysis in the numbers.

Do you use the 50/30/20 rule as a guideline for planning your monthly expenses?

What are the trade-offs of scale between big and small? What does that mean for us?

In this episode we discuss what's going on policy-wise and what that means for investors.

In this episode we discuss the shifts in the economy that we're currently seeing and what the future could look like.

We interviewed first-year Air Force Academy Cadet Alex Simmons about his first year at the academy.

Today we discussed that you need to understand risk to know how to recognize it and how to manage it. We also discussed anchoring bias.

What does advice cost? What's the value of advice? What's the price for not taking advice? We cover all this and more in today's episode.

Today we break down Dave Ramsey's baby steps and explore what happens when your budget breaks.

Today we discuss the rinse & repeat cycle that you need for financial planning.

David and Katie talk about different ways we trade our time & what your time is worth. They explain how this correlates to the stock market.

Investing does involve speculation but speculation doesn't involve investing. Investing is not gambling. Tune in to find out what we're talking about.

In this episode we discuss budgets, financial planning and what you need to know to be successful.

What you should know for any time you find yourself getting a significant financial windfall. You can start your plan today by going to bit.ly/ljassetmap.

Today we answer a variety of questions from our local high schoolers.

Today we dive into the weeds of real estate. How will the proposed tax changes affect you as a real estate investor?

How does real estate fit your personal business plan?