46 episodes

This show is for young families, entrepreneurs, and business owners who want to make better decisions with their finances. We explore a variety of financial topics--from the standpoint of financial professionals and as husbands/fathers.

Learn more about us at www.vertexcapitaladvisors.com

All opinions expressed by Michael and Ross or any podcast guests are solely their own opinions and may not reflect the opinions of Planners Alliance. The podcast recording is for informational purposes only and should not be relied upon for investment decisions. Clients of Planners Alliance may maintain positions in securities discussed on the program.

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.

The Money Huddle Vertex Capital Advisors

    • Investing

This show is for young families, entrepreneurs, and business owners who want to make better decisions with their finances. We explore a variety of financial topics--from the standpoint of financial professionals and as husbands/fathers.

Learn more about us at www.vertexcapitaladvisors.com

All opinions expressed by Michael and Ross or any podcast guests are solely their own opinions and may not reflect the opinions of Planners Alliance. The podcast recording is for informational purposes only and should not be relied upon for investment decisions. Clients of Planners Alliance may maintain positions in securities discussed on the program.

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.

    The Greatest Fear of Retirees

    The Greatest Fear of Retirees

    In this show, one of the topics we cover is a not-so-unspoken fear of people planning for retirement. We also chat about the new technology that may be training up the next great computer programmers, and we discuss a terrible idea that only cost investors 1.5 Billion dollars. Check out the show to learn more!

    • 31 min
    New Crisis, Same Low Rates

    New Crisis, Same Low Rates

    In this episode, we start our new segment "Investing Is Hard" and we also stroll through several topics that are impacting the current economic climate--jobs, fiscal policy, and interest rates.

    • 34 min
    Does Amazon Have a Better Debt Rating than the US?

    Does Amazon Have a Better Debt Rating than the US?

    2020 Is the year that keeps on giving. In this episode, we take on several topics from politics to investing to an amazing philanthropist. Enjoy the show!

    • 40 min
    Money Stories: Interview w/ CT Kirk

    Money Stories: Interview w/ CT Kirk

    Talking about money is somewhat taboo in our culture. While the trappings of personal finance are all around us-- homes, cars, clothes, etc.-- do you actually know what others believe about money?

    Do you even know what you believe? 

    We are launching a series of interviews to explore and discuss finance on a personal level. Money is not taboo. It's just a tool. However, our ability to understand and use that tool can make us or break us.

    • 35 min
    Shifting Mindsets: Is the Pandemic of 2020 Leaving a Mark?

    Shifting Mindsets: Is the Pandemic of 2020 Leaving a Mark?

    In this episode, we explore the rise of Tesla, the gamification of trading and millennial investors use of exotic investments, and how the pandemic may be driving people into early retirement.

    • 43 min
    How Healthy Is Your Money Mindset?

    How Healthy Is Your Money Mindset?

    In this episode, Michael sits down with a financial therapist, Ed Coambs, to discuss the interior side of money. This topic is too broad to cover effectively in 1 hour, but we covered multiple areas of interest for those who want to understand how our life experiences can shape our views about money.

    • 56 min

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