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The Disciplined Investor - TDI Podcast: Tough Decisions Tenderized (#693)

TDI Podcast: Tough Decisions Tenderized (#693)

12/20/20 • 62 min

The Disciplined Investor
The Horses are turning the corner, coming down the stretch as Congress is pushing a decision until the 11th hour.   News from the FED and we have listener questions to be answered! We dig into the M1 Money Supply chart and have a great discussion with our guest, author and Certified Financial  Planner - Veronica Karas. Veronica Karas is a Certified Financial PlannerTM Professional who has been in the finance industry for over a decade. She began her career in life insurance then quickly moved into investment research before grabbing the opportunity to pursue her passion for financial planning. She enjoys the variety of helping clients from all walks of life achieve their financial goals and works with individuals and couples to minimize their tax burdens, maximize their savings and investment earnings, understand college funds, organize their estate planning, and everything else that touches their financial lives. Veronica’s passion is guiding people to make sound financial decisions and become financially independent in a way that works for them. She feels a deep sense of commitment to her work and truly feels grateful for every single client and colleague she has had the pleasure of working with over the years. In addition to her CFP® designation, Veronica also has an MBA & a Life & Health license. In her spare time, Veronica spends time with her husband and rescue pet in Port Washington, NY, and enjoys educating youth around the tri-state area in all areas of financial literacy and mentoring others as a Transformational Life Coach. She is committed to helping every single person she possibly can to achieve Financial Freedom! Follow @andrewhorowitz Financial Advisors Check out - http://www.interactivebrokers.com/riaFinancial advisors – are you looking to add or switch custodians? Are you going independent? Interactive Brokers provides lowest cost trading and turnkey custody solutions for all-sized firms Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (JPM), (BAC), (C), (TSLA)
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The Horses are turning the corner, coming down the stretch as Congress is pushing a decision until the 11th hour.   News from the FED and we have listener questions to be answered! We dig into the M1 Money Supply chart and have a great discussion with our guest, author and Certified Financial  Planner - Veronica Karas. Veronica Karas is a Certified Financial PlannerTM Professional who has been in the finance industry for over a decade. She began her career in life insurance then quickly moved into investment research before grabbing the opportunity to pursue her passion for financial planning. She enjoys the variety of helping clients from all walks of life achieve their financial goals and works with individuals and couples to minimize their tax burdens, maximize their savings and investment earnings, understand college funds, organize their estate planning, and everything else that touches their financial lives. Veronica’s passion is guiding people to make sound financial decisions and become financially independent in a way that works for them. She feels a deep sense of commitment to her work and truly feels grateful for every single client and colleague she has had the pleasure of working with over the years. In addition to her CFP® designation, Veronica also has an MBA & a Life & Health license. In her spare time, Veronica spends time with her husband and rescue pet in Port Washington, NY, and enjoys educating youth around the tri-state area in all areas of financial literacy and mentoring others as a Transformational Life Coach. She is committed to helping every single person she possibly can to achieve Financial Freedom! Follow @andrewhorowitz Financial Advisors Check out - http://www.interactivebrokers.com/riaFinancial advisors – are you looking to add or switch custodians? Are you going independent? Interactive Brokers provides lowest cost trading and turnkey custody solutions for all-sized firms Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (JPM), (BAC), (C), (TSLA)

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undefined - TDI Podcast: Insights From My Grandfathers (#692)

TDI Podcast: Insights From My Grandfathers (#692)

Emergency Use Authorization Granted! Stocks finish the week lower – bitcoin gets blasted. We have one extra week for the government to get funded and some important lessons from my Grandfathers. Plus - a look at what is moving markets. Follow @andrewhorowitz Check out Why IB? - http://www.interactivebrokers.com/whyibInteractive Brokers charges margin loan rates from 0.75% to 1.59%. Interactive Brokers charges margin loan rates from 0.75% to 1.59%. Their clients can also earn extra income by lending their fully paid shares of stock. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (EEM), (JETS), (ABNB), (DASH)

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undefined - TDI Podcast: Financial Dams and Rivers (#694)

TDI Podcast: Financial Dams and Rivers (#694)

Wrapping it up – Sending it out  - the last few days of 2020 are counting down. That means  - this is the last show for this year! Stimulus deal squashed and a look at sectors along with a quick 2021 outlook. Follow @andrewhorowitz Check out - www.ibkr.com/syepAre you looking for ways to earn extra income? Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (SPY), (TSLA)

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