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Money Happy Hour

Money Happy Hour

Tom

Join conversations on investing and building your wealth.
Money should not be a sensitive topic, it can be a happy topic
Each episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.
You will hear more about:
How to Save Money
How to Start Investing
How to Get Out of Debt
How to Invest in Stocks
How the Stock Market Works
Make the Money Happy Hour your Happy Hour on Money!

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Top 10 Money Happy Hour Episodes

Goodpods has curated a list of the 10 best Money Happy Hour episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Money Happy Hour for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Money Happy Hour episode by adding your comments to the episode page.

Money Happy Hour - Episode 130: How To Read An Annual Report
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03/24/25 • 32 min

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If you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report.

The Dividend Tracker
The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.
Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Email [email protected]

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Money Happy Hour - Episode 113: Getting Wealthy vs. Staying Wealthy
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11/11/24 • 31 min

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Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5
Also, Radish Portfolio Review for October and new stock added
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]

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Money Happy Hour - Episode 116: Year End Tax Tips For Investors
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12/04/24 • 23 min

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In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.
Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.
https://www.schwab.com/resource/planning-insight-tax-gain-harvesting
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]

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Money Happy Hour - Episode 120: December Portfolio Update
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01/13/25 • 42 min

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In this episode we cover the Radish Portfolio. A December 2024 review and a look ahead to 2025 and my thoughts on each holding.
In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and what it may mean.
The Dividend Tracker
The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.
Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Email [email protected]

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Money Happy Hour - Episode 109: Are You Ready For A Hurricane Helene?
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10/14/24 • 29 min

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Before natural disaster or personal disaster or emergency strikes it is important to know where your essential financial documents are stored and a loved one should know where to access.
In this episode I provide four financial related items every household should address to prepare for the unknown
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]

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Money Happy Hour - Episode 119: Quantum Computing Stocks
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01/06/25 • 31 min

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Quantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.
In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Account
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Email [email protected]

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Michael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.
Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares an early and very impactful money story from his childhood
Follow Michael aka Stock Picking Bartender
X: @StkPknBartender
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]

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We all have heard it is important to keep fees low on our investments to maximize long term gains. In this episode I breakdown (with actual numbers) how much of a drag expense ratios can have on an account over long periods of time. I step through an example of a .50% expense ratio vs. 0.05% expense ratio on $50,000 over 20 years @8%. Reference the calculator below to personalize expense ratio scenarios,
It's a new month, we review The Radish Account, recap September and thoughts for the rest of the year.
Fee/Expense Ratio Calculator
https://www.investright.org/tools-resources/calculators/investment-fee-calculator/
Gogi Piñata Mug
Get ready for the Holidays! Order your Gogi Mug as a great gift idea for coffee/tea drinkers on your list. I'm stocking up from these great mugs from my friend Mike Sharpe
https://www.ebay.com/itm/326204425620
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]

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Money Happy Hour - Episode 118: Comparing SCHD, VIG and DGRO
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12/16/24 • 31 min

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In this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO).
Which one is the best to buy? The best choice is not based on the highest historical performance or dividend yield. Instead I walk through how to select an ETF that aligns with your portfolio and investing goals.
ETF Overlap Tool
Avoid and check for overlap in your portfolio with this free tool
https://www.etfrc.com/funds/overlap.php
The Dividend Tracker
Get serious about tracking your portfolio and dividends all in one place
https://thedividendtracker.com/?ref=9Bkjr0
Contact Tom and Radish
X @SavingsCaptain
Email [email protected]

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Money Happy Hour - Episode 127: February Portfolio Update
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03/03/25 • 34 min

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In the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management.

The Dividend Tracker
The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.
Sign up here..
https://thedividendtracker.com/?ref=9Bkjr0
Contact The Savings Captain
X @SavingsCaptain
Email [email protected]

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1 Listener

bookmark
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FAQ

How many episodes does Money Happy Hour have?

Money Happy Hour currently has 138 episodes available.

What topics does Money Happy Hour cover?

The podcast is about News, Investing, Business News, Podcasts and Business.

What is the most popular episode on Money Happy Hour?

The episode title 'Episode 114: CAVA, One Year Later' is the most popular.

What is the average episode length on Money Happy Hour?

The average episode length on Money Happy Hour is 33 minutes.

How often are episodes of Money Happy Hour released?

Episodes of Money Happy Hour are typically released every 5 days.

When was the first episode of Money Happy Hour?

The first episode of Money Happy Hour was released on May 3, 2023.

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