Invested Poorly: Sad Tales of FInancial Fails

Maintaining total control of your finances starts with something that seems simple and yet tends to be a major hurdle for many of us to overcome. Discover the importance of organizing your investment accounts and how merely knowing where all your money is located can lead to better investment results in the long term.
Jeff Harrell shares more stories from the trenches of financial planning that illustrate why the negative effects of putting off your financial “to-do list” for a few more months or maybe even years will only worsen the longer you wait.
This episode is designed to get you to stop procrastinating and start taking action with some small steps that will make a big impact on your FI journey.
(Season 2 Episode 8)
Resources Mentioned in Episode:

• A list of index exchange traded funds (ETFs) to consider if your custodian doesn’t charge transaction fees for each purchase, and no-fee index mutual funds offered by custodians Schwab and Fidelity in various asset classes - see episode Show Notes on our website

Other Episode Referenced:

• Asset Location Is All About...Taxes, Taxes, Taxes (S2 E5)
  

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

We’ve all heard the term, “beauty is in the eye of the beholder.” When it comes to the stock market, I’d simply change “beauty” to “risk” in this expression. How you define risk plays a huge role in your perception of stock market investing. A look at one set of data points may change all of that.
Jeff Harrell breaks down the fascinating results of a research report that analyzed stock market returns over various time periods, leading to a discussion about how risky the stock market is...or is not.
Investing involves risk, including the loss of principal—as all investment firm marketing pieces must disclose—but you should also understand that when it comes to financial markets, risk and volatility don’t mean exactly the same thing.
After hearing this episode, think about whether or not you agree with Jeff that one of the riskiest financial things you can do in your lifetime is to NOT invest in the stock market.
(Season 1 Episode 4)
Resource Mentioned in Episode:

• Data illustration showing positive versus negative stock market returns over various time periods - see episode Show Notes on our website
  

Other Episode Referenced:

• Saver or Investor...Which One Are You? (S1 E3)
  

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted.
On Invested Poorly: Sad Tales of FInancial Fails, host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap everyday investors. You’ll hear real-life investing stories sure to make you laugh, cry, think, and learn. These “don’t let this happen to you” lessons teach you to recognize, and eliminate, the bad behavioral tendencies most investors have—so you can become the hero of your own investment story.
You might be surprised (or you might not!) when you realize just how attainable financial independence (FI) can be if you invest simply and “ignore the noise.”
ABOUT YOUR HOST: Jeff Harrell spent over two decades as a financial advisor, portfolio manager, and public speaker. He left his financial services career for a more flexible, less stressful, location independent (LI) lifestyle, and now enjoys educating family, friends—and everyday investors—on how to invest their money wisely.

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

Have you ever thought of investing in the stock market as though it were like a great action movie? Host Jeff Harrell unveils their similarities (and a key difference!) and sets the stage for this seasonal podcast about how to simplify your investment strategy to help you reach financial independence.
Jeff, with over 20 years of experience as a former portfolio manager and financial advisor, briefly highlights the concept of financial independence, or FI, and what it offers to those seeking it. Listen to find out how embracing FI changed his life and consider whether or not you might want to pursue this path.
Avoiding investment mistakes is one of the keys to attaining financial independence. You’ll hear what trait Jeff thinks might be the most important trait any successful investor can possess. What trait do you think it is?
Jeff goes over reasons why investing in the stock market can be intimidating, but also offers hope about how everyday investors can overcome common investment pitfalls to make better investment decisions.

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

Having a well-diversified portfolio is one of the main goals of most investment strategies. Although few would argue with this, the reality is that many investors eventually lose sight of why diversification was implemented in the first place.
This episode illustrates, with vivid examples, how investors might say they want something, but what they actually do completely contradicts their stated desire.
Jeff Harrell also addresses whether there is any scenario in which it makes sense to ignore diversification. And he shares some insider’s knowledge about something financial service firms call “window dressing”... you’ll want to hear this.
If you were under the impression “playing Monday morning quarterback” was reserved for sports and political conversations, think again. You’ll learn just how bad investors are at second-guessing their actions when those decisions don’t work out exactly the way they thought they would.
(Season 2 Episode 2)
Other Episode Referenced:

• Stock Market Experts on TV Are So Smart...But Can They See the Future? (S1 E9)
  

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com