Best SmartVestor Pro Podcasts (2024)

1
The 3 Big Rules of Investing, Ep #249 21:18

11d ago21:18

21:18

I believe there are three rules that every family steward should follow when it comes to investing. In theory, these rules are “easy” to follow—but living by them is not. Secondly, these rules won’t surprise you. That doesn’t make them any less important. So in this episode of Best in Wealth, I’ll share what each rule is and you’ll discover why you…

1
Still chasing the “big number” 9:14

20d ago9:14

9:14

Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than good. Fortunately, there’s a better way to plan: where the numbers serve YOU, not the other way around. You get lots of do-overs IN life, but no do-overs OF life. You worked too hard …

51
Buying a New Car: What to Learn from My Experience, Ep #248 22:05

29d ago22:05

22:05

When we decided my wife was going to get a new vehicle, I knew we needed to test drive the vehicle she wanted: A Jeep. She’d never driven a Jeep before. She’d never experienced what it was like driving something with the doors off. So I knew she needed to get behind the wheel to see how it felt. Let me tell you, our Jeep-buying experience was a wil…

1
Retirement Fluency 15:41

1M ago15:41

15:41

We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans. Learn more about this new concept called retirement fluency and how you can increase your fluency level.By Bereket Kelile

1
How Much Should You Spend on Vacations? Ep #247 16:23

1M ago16:23

16:23

I am often asked how much a family should spend on vacations. While that is entirely personal, most experts recommend that 5–10% of your net income can be spent on vacations. Many factors may change this number. Maybe you have a large family or your kids are into expensive sports. You might not have that income to spend on a lavish vacation. But to…

1
4 Questions to Help You Decide When to Retire, Ep #246 22:57

2M ago22:57

22:57

There are a lot of huge decisions you have to make in life. What career are you going to choose? Will you get married? Will you have kids? Will you buy a home? There are many more. But there are not many bigger than this question: When are you going to retire? Maybe that is your only huge decision left. Have you really thought about it yet? Because…

1
Is buying a rental property a good idea? 14:11

3M ago14:11

14:11

With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right investment strategy for you? How can this help or hurt your progress towards retirement? You’ll hear the questions I ask people who are considering buyin…

1
How to Teach Your Kids How to Budget, Ep #245 21:26

3M ago21:26

21:26

I make a spending plan for our family every single month. We account for every dollar coming in and going out. But what about the things that happen quarterly and annually? We add up all of those expected expenses at the beginning of the year and calculate the total approximate cost. That money will be saved every month to go toward those expenses.…

1
Is real estate investing a good idea? 11:55

4M ago11:55

11:55

With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right investment strategy for you? How can this help or hurt your progress towards retirement? You’ll hear the questions I ask people who are considering buyin…

1
How to Overcome “The Wall of Worry,” Ep #244 17:54

4M ago17:54

17:54

Why are we worried about the world, the economy, the stock market, and our investment accounts? The stock market started the year great. The S&P 500 was up over 10% at the end of the first quarter. But the stock market has dropped steadily in the first 19 days of April. My business Partner, Brian, wrote an article titled “The Wall of Worry.” In thi…

1
5 Most Common Regrets in Retirement 14:20

4M ago14:20

14:20

What better advice is there than what you can learn from someone who has been there and done that. A recent survey reveals the regrets and mistakes shared by currently retired people. You'll get a clear reminder on what you need to make a priority today so you don't have your own regrets tomorrow. Medicare FAQ survey: https://www.medicarefaq.com/bl…

1
Understanding the Mutual Fund Landscape, Ep #243 20:49

4M ago20:49

20:49

The mutual fund landscape is complex, with thousands of choices. In fact, at the end of 2023, there were 4,722 US-domiciled funds that we could choose from. Of those, 2,043 were from US equities, 1,124 were international funds domiciled in the US, and over 1,500 were bond funds. If you add all the money from these funds, it totals 10.6 trillion dol…

1
Traditional or Roth for your 401k? 12:10

4M ago12:10

12:10

You’ve seen the Traditional and Roth contribution options in your 401k, but how do you know which one is right for you? Learn about the pro's and con's with each and the factors to consider when making the right decision for you. -- Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to s…

1
3 Retirement Numbers You Can't Ignore 8:27

5M ago8:27

8:27

As retirement approaches, I hear from Ramsey listeners who wonder if they're ready, financially, to retire. Where do you start? I'm going to explain 3 key numbers you need to know that will help you put together your roadmap to retirement. -- Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know …

1
Solving the Two Biggest Retirement Problems, Ep #242 22:54

5M ago22:54

22:54

The #1 issue most people face when it comes to retirement is running out of money. Secondly, most people want to live the best retirement that they can. If there is anything left, they will gladly give it to their children—but it does not need to be millions of dollars. Too many people are dying with too much money and never got to live out the ret…

1
Boost your Social Security income by 70% 7:25

5M ago7:25

7:25

Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds of thousands of dollars on the table if do it wrong. -- Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I s…

1
Do Roth Conversions Make Sense For You? Ep #241 21:03

6M ago21:03

21:03

What is a Roth conversion? Should you do a Roth conversion? When is the best time to do a Roth conversion? If questions like these have been circulating in your mind, this is the episode for you. I will break down when doing a Roth conversion might make sense for you (and why your CPA might not like it) in this episode of Best in Wealth. [bctt twee…

1
The Positive Impact of Uncertainty, Ep #240 22:25

6M ago22:25

22:25

David Booth—the Executive Chairman and Co-Founder of Dimensional Fund Advisors—recently wrote an article entitled “Uncertainty is Underrated.” In this episode of Best in Wealth, I will read this intriguing article and share why I agree that—while it sounds scary—uncertainty has a positive impact on our lives. [bctt tweet="Uncertainty is underrated.…

1
Can you retire with only $50,000? 9:11

6M ago9:11

9:11

When is it too late? Retirement planning is about more than one magic number. You'll hear the 3 key numbers you need to see if you're on track for retirement.By Bereket Kelile

1
5 Easily Avoidable Retirement Mistakes 11:22

6M ago11:22

11:22

Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid farewell to the daily grind. But there are a few potential traps that could cost you not just in dollars but in the very essence of your post-career life?…

1
Why Your Portfolio Should Be Internationally Diversified, Ep #239 22:44

7M ago22:44

22:44

If you opened up and looked at your 401k statement, chances are that some of your investments are international. You are investing in companies outside of the United States. If you are invested in a target date fund, it is almost certain. It may be in mutual funds or ETFs. It may be in developed or emerging markets through reliable stock exchanges.…

1
Pay off the mortgage with your nest egg? 6:55

7M ago6:55

6:55

You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do that, we need some key numbers and the right questions to ask. Hear a real-life example that may be similar to your situation. With these tools, you'l…

1
How Often Should You Look at Your Investments? Ep #238 23:47

7M ago23:47

23:47

How often should you look at your investments? Some of my clients look at their investments every day. Some look weekly, monthly, quarterly, annually—and some never look at them. So what is my answer? It depends. After listening to this episode of Best in Wealth, you will know how often you should check on your investments (based on you). [bctt twe…

1
2024 - Your Best Chance of Success 8:01

7M ago8:01

8:01

Questions are powerful--and they can change everything. I'll walk you through a journal guide I use to review the past year and plan for a powerful year to come. These questions have helped me make achieving my dreams possible and I know it will bless you too.By Bereket Kelile

1
Should You Invest in the Magnificent Seven? Ep #237 19:41

8M ago19:41

19:41

BRICS is an acronym that denoted the emerging economies of Brazil, Russia, India, China, and South America. The stock market returns were really good. The economies were expected to continue to explode. So people started pouring into the BRICS. Many people who invested did poorly because they were late to the game. Before BRICS, it was popular to i…

1
Your 5-step financial checklist before buying a home? 8:56

8M ago8:56

8:56

You don't have to wait for mortgage rates to fall before buying a house. I'll share 5 things you can do to prepare financially.By Bereket Kelile

1
Charlie Munger’s Life Lessons, Ep #236 19:31

8M ago19:31

19:31

Charlie Munger was the Vice Chairman of Berkshire Hathaway and Warren Buffet’s right-hand man. He quit a well-established law career to become Warren Buffet’s partner, transforming a textile company into the successful firm Berkshire Hathaway is today. Charlie passed away last week at the age of 99. He was a prolific author and investor and full of…

1
Record number of 401k millionaires in 2023 12:26

9M ago12:26

12:26

401k millionaires are those who reach $1 million in their account. Why are there more now than ever? You'll also hear 6 things to do if you want to hit the $1 million threshold in your retirement accounts.By Bereket Kelile

1
The Average Net Worth of US Households by Age, Ep #235 16:40

9M ago16:40

16:40

Over the last three years, US net worth has increased drastically. But it is taboo to talk about money with family and friends, let alone net worth. But don’t you want to know how you are doing relative to your peers? If so, this is the episode of Best in Wealth for you. In this episode, we break down the numbers to see how you are doing compared t…

1
Money Roadmap: Your 5-Point Retirement Plan Checklist 14:17

9M ago14:17

14:17

One of the myths people believe about financial advisors is that you need to be uber wealthy. I'm going to share a simple framework for managing your money that is used by the wealthy but can benefit you as well.By Bereket Kelile

1
Is American Household Wealth Growing? Ep #234 18:20

9M ago18:20

18:20

American wealth is growing—but you would never know it. Every three years, the Federal Reserve releases a report that summarizes the changes to family finances in the United States. The most recent report was released in early October 2023. What did it say? One of my business partners, Brian Cayon CFA®, CPA, covers it in his article titled “4.9%.” …

1
5 Life Lessons Kids Need to Learn, Ep #233 15:18

10M ago15:18

15:18

I was reading an article that got me thinking. What do my kids need to learn? What have I already taught them that is important? What do I need to reinforce? I came up with a list of five things—that seem like they should be no-brainers—that more and more kids do not know. We need to teach our kids important life lessons as early as we can. What ar…

1
Will We See a 4th Quarter Rally? Ep #232 17:53

10M ago17:53

17:53

The S&P 500 was down 4% in September, continuing the downward trend we also saw in August. And almost ALL of the asset classes have been down the last couple of months. To address this troubling trend, my business partner, Brian Cayon, CFA®, CPA, wrote an article about the 4th quarter. So in this episode of Best in Wealth, we will talk about his re…

1
End-of-Year Financial Planning Issues to Consider, Ep #231 26:01

11M ago26:01

26:01

What financial issues do you need to think about before the end of the year? There are three big groups to consider: tax planning, cash flow, and insurance. In this episode of Best in Wealth, I have broken down 15 points across each of these groups. They are all important to consider to maximize your finances both in retirement and while preparing …

1
The 9 Traits of a Happy Retirement, Ep #230 19:57

11M ago19:57

19:57

What makes for a happy retirement? According to Merrill Lynch, “Only 51% of 25–34 year old's say that they often feel happy compared to 76% of people ages 65–74.” So what makes them happy? An article entitled “Why 72% of Retirees Are Happy” talks about three financial traits and six non-financial traits of happy retirees. What are these 9 traits? F…

1
3 Important Observations on Wealth and Health, Ep #229 21:18

12M ago21:18

21:18

I recently read an article by David Booth—the executive chairman of Dimensional Fund Advisors—titled “Practicing Healthy Habits, Pursuing Wealthy Outcomes.” In the article, David shares some correlations he saw between health and investing after reading “Outlive: The Science and Art of Longevity” by Peter Attia. The book dissects scientific researc…

1
Will Social Security Run Out by 2033? Ep #228 24:36

1y ago24:36

24:36

Is social security going to run out in 2033? If I am a high-income earner, will social security reduce my benefit? For those of us who have planned for social security, as we are getting closer and closer to retirement, do we have cause to be anxious? In this episode of Best in Wealth I will answer both questions (but do not be afraid). [bctt tweet…

1
The Pros and Cons of Owning a Second Home, Ep #227 20:20

1y ago20:20

20:20

Have you thought about purchasing a second home? Does it sound nice to have a place to vacation that is all yours? Do you dream of owning a Florida home or a cabin “up north?” Have you considered the pros and cons of owning a second home? Before a second home becomes part of your dream retirement, consider some of these pros and cons so you can mak…

1
Dissecting the Illusion of Moral Decline, Ep #226 18:29

1y ago18:29

18:29

I have client after client tell me that the world is going to hell in a handbasket. Leaders gain power by vowing a return to the “Good ‘ol days.” But is your mind playing tricks on you? According to research by Adam Mastroianni and Daniel Gilbert, your brain has tricked you into thinking everything is worse. There is a set of cognitive biases in ou…

1
How to Choose a Financial Power of Attorney, Ep #225 18:54

1y ago18:54

18:54

What is a financial power of attorney? The financial power of attorney is a legal document where you specify individuals to act on your behalf in financial matters if/when you become incapacitated. If you become incapacitated, someone still has to pay your bills. Who is going to do it? Life must go on. If you do not have a financial power of attorn…

1
The Importance of Staying Disciplined in Asset Classes, Ep #224 15:30

1y ago15:30

15:30

Over the years doing this podcast, I have clearly stated that you cannot time the market and you should never try. But what about asset classes? Can you predict when one asset class will do better than another? Should you try? In this episode of Best in Wealth, I look at how value stocks and growth stocks have performed in the last few years. I wil…

1
Are You Rich? Ep #223 15:58

1y ago15:58

15:58

In 1991, I traveled to Alaska with three friends to get rich. Why? We had learned that we could make $5,000–$7,000 a month working in Alaska over the Summer. I thought I would leave Alaska having made $25,000. I was going to be rich. I was going to get a new mountain bike, leather jackets, and 100 new CDs. My list went on. What happened? We only wo…

1
The Concept of Work Ethic vs. Life Ethic, Ep #222 15:05

1y ago15:05

15:05

I read an article titled, “The Sinister Side of Work Ethic,” and it got me thinking. I love work ethic. I believe God made us to work. But what is work ethic? Work ethic is defined as “The principle that hard work is intrinsically virtuous or worthy of reward.” Is that the way you see work ethic? What is your definition of work ethic? How does the …

1
Why A Recession Shouldn’t Be Scary, Ep #221 20:44

1+ y ago20:44

20:44

Many people greatly fear the thought of a recession. They cannot handle the idea that their investment portfolio will decline in value. They cannot handle the volatility. Fear leads people to make poor decisions. But I do not believe you should be afraid of a recession. Why? I share why you have reason to remain hopeful in this episode of Best in W…

1
Inflation: Why There’s Reason to Remain Hopeful, Ep #220 14:31

1+ y ago14:31

14:31

Are you feeling positive or negative about the world today? Have you been watching the financial news and feeling a sense of doom because everything they report is negative? Do you feel like inflation is out of control? I am here to tell you that we have reason to remain hopeful and optimistic. I share why in this episode of Best in Wealth. [bctt t…

1
March Madness: Your NCAA Bracket vs. Investing, Ep #219 16:43

1+ y ago16:43

16:43

Did you watch the NCAA basketball tournament? Did you fill out an NCAA bracket? An estimated 1 in 4 Americans filled out a bracket to try and predict who is going to win it all. I do not watch a lot of basketball, but I still fill out a bracket every year. This year’s tournament was a wild and crazy ride. There were numerous upsets. What is your st…

1
How Vacations Make You Wealthier, Ep #218 18:21

1+ y ago18:21

18:21

As family stewards, we think of wealth differently. Many people focus on money. Our wealth might be our family, spirituality, friends, etc. Money might be further down the list. So how do vacations make you wealthy? When you are healthy, you are wealthy. Anyone who struggles with chronic illness would give anything for their health. In the article …

1
What is Your TRUE Net Worth? Ep #217 19:48

1+ y ago19:48

19:48

David Booth—the Co-Founder and Executive Chairman of Dimensional Fund Advisors—recently penned an article entitled, “What’s Your True Net Worth?” Here is the thing—your true net worth is not a calculation of your wealth. It stems from what you value. Find out what I mean in this episode of the Best in Wealth podcast! [bctt tweet="What is Your TRUE …

1
Savings Accounts: Earn the Interest Rate You Deserve, Ep #216 22:17

1+ y ago22:17

22:17

According to CNBC, 56% of Americans can’t cover a $1,000 emergency. They do not have enough money in the bank. If that is you, start building an emergency fund now. Dave Ramsey recommends saving $1,000 in the bank immediately. Then, you take any extra money you have and pay off your debt. After that, work to build savings of 3–6 months of living ex…

1
Withstanding the Roller-Coaster of Investing, Ep #215 21:15

1+ y ago21:15

21:15

I have received many calls and questions from clients, friends, and family about how bad things were in 2022 and what they think is going to happen in 2023. I do not blame them. With the global pandemic, rapid inflation, the war in Ukraine, and the volatile stock and bond market, it is reasonable to feel uneasy. If you had knowledge of future event…

Podcasts Worth a Listen

SmartVestor Pro Podcasts

Podcasts Worth a Listen

Quick Reference Guide