Financial Sobriety
Financial Sobriety
Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.
Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.
Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.
Tuesday 14th May 2024
Join Matthew Grishman and Jim Gebhardt as they explore aligning investments with values, using AI tools, and mastering savvy investing strategies.
42 minutes
Informative
Empowering
Educational
Inspiring
Thought-provoking
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Get the buttons here!Investing with Integrity: Aligning Your Portfolio with Personal Values
Episode Overview
- Explore the importance of aligning investments with personal values
- Learn about the advanced tool of buffered ETFs for financial protection
- Gain insights on measuring progress and success in stock investing
- Understand the blend of risk management and professional investing
- Discover strategies for building diversified stock portfolios
If we're going to measure the progress of our portfolio in arrears, are we measuring it on an annual basis, which I think is a good time frame. Should we be measuring our progress based on how much my stock is worth or how many shares I've accumulated? Think about that for a minute.
Ever feel lost in the sea of financial data when trying to make investment decisions? Matthew Grishman and Jim Gebhardt are here to help you navigate those choppy waters with ease. In this episode, they break down the art of savvy investing by focusing on the heart of a company's financial health. But it's not just about crunching numbers; it's about making sure your investments reflect your principles.
Matthew and Jim guide you through the digital maze, showing you how to vet a company's leadership, culture, and values using the latest AI and online tools. They share their personal stories and expert insights to help you understand revenue growth, debt management, and profitability. The goal? To equip you with a sharper eye for the essentials, so you can make informed decisions that align with your values. The episode goes beyond basic investment advice.
It delves into the psychology of investor behavior and debunks 'Gebhardt's law'. You'll learn why diversification is more than just a buzzword, illustrated by a tale of teaching the next generation about investing through familiar brands. Whether you're a seasoned investor or just starting out, this episode is packed with practical tips to help you sidestep common pitfalls and confidently manage your portfolio.
So, if you're looking to blend risk management with professional investing while staying true to your principles, this episode is a must-listen. Matthew and Jim make the complex world of investing accessible and engaging, ensuring you come away with actionable knowledge and a renewed sense of financial stability.