Skip to main content
Your Financial Journey

Your Financial Journey

By Southwest Investment

General investing concepts, market news, and coaching.
Available on
Apple Podcasts Logo
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

Market Insights for January 13th 2020

Your Financial JourneyJan 13, 2020

00:00
03:15
Market Insights November 30th 2020

Market Insights November 30th 2020

The market has been going up for 124 years. How can that be and what can we learn from how it stays relevant.

Nov 30, 202007:01
Update on the 4% Rule

Update on the 4% Rule

Advisors live by the 4% rule when it comes to taking money out of retirement assets on a yearly basis. We talk about if this is still valid and see if it is changing.

Nov 18, 202007:03
Southwest Investment Advisors Optimism

Southwest Investment Advisors Optimism

We are always optimistic on the market. Even now with the volatility that we have seen we are optimistic and we go into reasons why.

Nov 13, 202008:06
Consumer Spending to Save the Day

Consumer Spending to Save the Day

The third quarter of 2020 earnings reports are coming out and what we are seeing is that the consumer spending has been strong. What else do we see?

Nov 11, 202005:07
Market Insights November 9th

Market Insights November 9th

Today opened almost 1800 points up, Why is that? Is this going to continue? We dig into those things today.

Nov 09, 202005:24
Ruin Retirement Series - Ignoring Real Risks

Ruin Retirement Series - Ignoring Real Risks

Sometimes we overlook risks that we just assume are taken care of, but are they. We will talk about ways to mitigate things that you sometimes can't see.

Nov 07, 202005:57
Ruin Retirement Series - Relying Too Heavily on Social Security

Ruin Retirement Series - Relying Too Heavily on Social Security

Is social security the building block of your retirement or is it a supplement?  We know what it should be, let discuss.

Nov 06, 202007:09
Ruin Retirement Series - Neglecting Your Estate Plan

Ruin Retirement Series - Neglecting Your Estate Plan

How many of you have a will? or other directives that tell others what to do when the unthinkable happens? Let's talk about it.

Nov 05, 202007:17
Ruin Retirement Series - Obsessing Over Market Movements

Ruin Retirement Series - Obsessing Over Market Movements

Are you constantly checking your 401k balance and tweaking (or wanting to) the holdings? You could be doing more damage than good and creating a bit of stress for you.  

Nov 04, 202007:07
Ruin Retirement Series - Not Investing Early Enough

Ruin Retirement Series - Not Investing Early Enough

In this series we talk about ways and things you can do that could be detrimental to your retirement. In this episode we talk about needing to invest early.

Nov 03, 202007:10
Real Estate in 2020

Real Estate in 2020

I was speaking with my son about his desire to buy a house right now. We go over all the things beyond the payment that one needs to think about.

Nov 02, 202007:30
Reversion Returns?

Reversion Returns?

Will we return to a position where companies are taking their profits internationally or stay here in the states?

Oct 30, 202007:00
Amazon Prime Day in 2020

Amazon Prime Day in 2020

What is the difference in Amazon Prime Day this year versus last year or the years before?

Oct 26, 202006:36
8 Types of Insurance that you Need to Know about

8 Types of Insurance that you Need to Know about

How much life insurance has always been the go to question, but do you really know enough about insurance in general?  We talk about 8 different types of insurance and give you the highlights of what you need to know. 

Oct 24, 202010:37
Who wants to be a Millionaire

Who wants to be a Millionaire

We go through what it takes and the different ways that people have become millionaires.

Oct 22, 202011:20
Market Insights October 21st, 2020

Market Insights October 21st, 2020

What does the 3rd quarter earning going to say for us this year? Hopefully better than what the 2nd quarter had.

Oct 21, 202007:18
Healthcare in 2020

Healthcare in 2020

Double!! Really? We pay double for our healthcare than other places and why is that?

Oct 20, 202005:40
Working Longer

Working Longer

We talk about working longer. What does working to 70 do to your options with Social Security?

Oct 16, 202007:16
Retirement Plan Risks

Retirement Plan Risks

The COVID makes us think about our retirement and if we are doing the right things. There are many WRONG things that you can be doing and we are going to cover them here.

Oct 14, 202007:25
Cash as Contrarian Indicator

Cash as Contrarian Indicator

There is A LOT of money sitting on the sidelines as the pandemic got many people and institutions out of the market. What does that mean?

Oct 13, 202005:55
Transports Lead the Way

Transports Lead the Way

The transports is an index that is watched and considered a leading indicator of where the economy is going. Let's talk about it.

Oct 12, 202004:12
Paying for that dinner with your face

Paying for that dinner with your face

FINTECH has brought about a lot of changes in the past few years to decades and that is not about to change now. How about having facial recognition help you pay for things.  We find out how.

Oct 09, 202007:39
Election Year Performance

Election Year Performance

Combine a few shows from the past to have a different perspective of the possible outcome of the elections.

Oct 08, 202005:48
Do you Dress for Success?

Do you Dress for Success?

Do you dress up for work even though no one sees you? What about those pesky online video meetings. Maybe you should.

Oct 07, 202006:32
Durable Goods Index

Durable Goods Index

What does this leading indicator tell us and should we watch it closely?

Oct 06, 202004:58
Stock picking is out, For us it always was.

Stock picking is out, For us it always was.

We have always maintained that performance is the real indicator of choosing an active vs passive fund. We talk about a recent article here.

Oct 05, 202011:22
The supply of meat has increased to prices have fallen

The supply of meat has increased to prices have fallen

The price of meats has come down, some dramatically as the supply has been replenished at the stores, but also as people have begun to eat less of it. How will this change?

Oct 02, 202005:56
Market Insights October 1, 2020

Market Insights October 1, 2020

The performance in election years as we run up to the election date is normally showing a downward trend. This should not worry you

Oct 01, 202005:11
Real Estate Market in 2020

Real Estate Market in 2020

How hot is the real estate market and who is driving it?

Sep 30, 202005:42
Rough Outlook for Bonds

Rough Outlook for Bonds

With the Fed keeping interest rates low, the bond market is going to struggle for awhile. How long is the real question.

Sep 28, 202007:31
Wills in Review

Wills in Review

Have you looked into a will for yourself. Do you know what to look for. We talk about the options and what you want to look for in a quick summary.

Sep 25, 202008:59
Economic Result for each political party while in president, house and senate

Economic Result for each political party while in president, house and senate

An interesting episode talking about the actual result of the different options that come up after an election. A democratic  president with republican house and senate? What does that mean to you?

Sep 23, 202005:27
Political Forecast

Political Forecast

This episode is giving our ideas on what are the likely items that are driving volatility in the weeks leading up to the election.

Sep 21, 202006:26
Building Wealth Part 3

Building Wealth Part 3

How to build wealth in your 40's and 50's.

Sep 17, 202006:28
Building Wealth Part 2

Building Wealth Part 2

In this episode of Building Wealth we talk about specific strategies to employ while you are still in your 20's and 30's.  Even if you are older, you may want to take notice as well.

Sep 16, 202005:09
Building Wealth Part 1

Building Wealth Part 1

In this first part we talk about the concepts that are important when just starting to build wealth.

Sep 15, 202005:32
The largest 20%

The largest 20%

The dow industrials and S&P have grown dramatically in 2020. Where is it all coming from?

Sep 14, 202005:08
What Actually is the Dow Jones Industrial Average

What Actually is the Dow Jones Industrial Average

We hear this every day, but what does it mean and where does it come from?

Sep 11, 202005:59
Walmart vs. Amazon

Walmart vs. Amazon

Walmart just introduced Walmart plus, will it be enough to take on Amazon?

Sep 04, 202006:11
Consumer Spending

Consumer Spending

Where are people spending their money with this pandemic going on?

Sep 03, 202006:27
Market Insights September 2nd 2020

Market Insights September 2nd 2020

The Dow has hit new highs. How long will it last.

Sep 02, 202007:41
Layoffs

Layoffs

The US has been able to stay away from the mass permanent layoffs, but we are seeing them come now. What does that mean?

Sep 01, 202007:02
How much to keep in Savings

How much to keep in Savings

We get this questions all the time. What is the right amount to keep in my savings account. It depends.

Aug 31, 202005:05
The K Recovery

The K Recovery

We have heard of the V, W, and the square root recovery.  Now, let us tell you a little about the K recovery.

Aug 29, 202008:03
Happy Birthday Warren Buffet

Happy Birthday Warren Buffet

Many investors hold Warren Buffet as the Oracle of Omaha. Did you realize 99% of his net worth was earned after his 50th birthday? He turns 90 tomorrow. We talk about the value of investing over time.

Aug 28, 202006:24
Stocks into new highs, are you taking part?

Stocks into new highs, are you taking part?

Stocks are higher, are all people participating. No, lets see how many and what they are missing.

Aug 26, 202005:04
Market Insights August 24th 2020

Market Insights August 24th 2020

The S&P 500 tops its most recent high, again.

Aug 24, 202007:03
Oil, where have you been?

Oil, where have you been?

With so many other things happening, have we forgot about oil. We talk more about oil in this episode.

Aug 21, 202006:11
Going Private

Going Private

There are unlimited amount of stocks in the stock market for us to choose from....uh, not really. We cover what it means to be public, and our thoughts on going private as well as what the economy is tracking when comparing it to the public markets.

Aug 19, 202007:25
Eiffel Tower Situation

Eiffel Tower Situation

What happens when something goes up really quickly? Usually it does the same things just as quick or relatively quickly. We explore this idea.

Aug 18, 202003:37