Fierce Fiduciary Podcast

Brian and Dan discuss some of the most widely accepted best practices for building a core investment portfolio.  Topics include: Risk, Time, Allocation, Diversification, and Rebalancing. 

Brian and Tom discuss James Montier's "The Little Book of Behavioral Investing" Topics cover some of the mental errors we are likely to make as investors, and how to protect our portfolios from those errors. This is a long episode, but well worth the time...or just buy the book! 

This one really hit us hard. Lessons on life's gifts that go beyond the money. Hard work. Problems. Gratitude. Friends. Giving. Dreams. A Single Day.

Thank you for listening. 

Bill Karsten of Plan Pilot gives us some insight about employer-sponsored retirement plans like 401(k) and 403(b) plans.  Plan Pilot provides comprehensive retirement plan consulting services for employers. The pillars of their services include, but are not limited to: Plan Governance, Plan Design, Participant Education, Provider Consultation, and Investment Oversight. 

The content in this episode is for educational and informational purposes only. Nothing contained in Fierce Fiduciary Podcast should be considered investment or personal financial planning advice. 

Dan and Brian are joined by their partner, Tom Stecich to discuss how humans are sometimes hardwired, conditioned, and even manipulated to make irrational decisions. Learn how to recognize and mitigate these situations, so that you can make better financial decisions...and win as you strive to meet your financial planning and/or investing goals.

This podcast episode is for educational and informational use only. Nothing inside should be considered personal financial planning or investment advice. Always seek out properly licensed and registered experts for advice unique to your own situation.

Independent financial advisors, Dan Alberth and Brian Beasley discuss John Cassidy's book, Dot-Con, a deep dive into the internet bubble of the late 1990's.  The internet bubble was the greatest investment bubble we have seen in the United States, and contains lessons and reminders for us all as we invest, plan for the future. Risk always matter when investing. Financial Planners, financial advisors, and individual investors should remember these lessons, and learn from them. 

Dan Alberth guides us through a difficult, but CRITICAL topic for many. 

1. Do I need life insurance?
2. How much do I need?
3. Types of Insurance, features, uses
4. How to get insurance
5. Good vs Not as Good Experiences

Dan and Brian discuss: Long Term vs Speculating, Unrealistic Expectations,  What is Valuation?, 2 Major Passive Strategies, 7 Active Strategies, 4 Types of investors and what they can do now to improve their situation.

This content is for educational and informational purposes only. Nothing in any episode of this podcast should be considered personal investment advice or personal financial planning advice. 

Long Term Care is an important topic often avoided. Dan and Brian discuss the subject, as well as the book "The Conversation" by Harley Gordon, a recognized expert in elder care issues.  What is elder care/long term care? How can we discuss the issue with out loved ones? What can we do to maintain good family relationships in spite of a long-term care issue? What are ways to consider funding such care? This episode touches on all of those. 

As always, this information is for informational and educational purposes only. No content from Fierce Fiduciary should be considered personal financial planning or investment advice. For your unique situation, engage with your personal licensed and registered professionals. 

Brian and Dan discuss three primary areas of focus for investing, various strategies for making investment decisions, and choosing styles that might suit you,  Also included: How these investment basics are aligned with the 8 Guidelines previously discussed on this podcast.

Disclaimer: This podcast is for informational and educational use only.  Nothing in this episode should be considered personal financial or investment advice. For personal advice, consult your properly registered professional. 

A Special Thank You and Credit to: Mike Sarraille of Echelon Front for reminding us of the importance of mastering the basics.

0:00:00 Intro/Housekeeping

0:00:28 How do I get started?

1:03:34 Closing Gratitude

0:00:00 Greetings/Introduction

0:00:25 The Great Depression

0:01:12 The Great Crash: 1929

1:45:42 Closing comments and gratitude

0:00:00 Greetings

0:01:31 Today's topic

0:04:32 Common Terms and Vocabulary

1:46:30 Closing comments and gratitude

0:00:00 Introductions

0:00:56 Background and inspiration for the podcast

0:10:49 Eight guidelines for making financial decisions

0:55:23 Q&A: Top questions from the internet

1:12:22 Closing comments and gratitude