Money Happy Hour Tom

Send us a Text Message.In November 2023 I started buying CAVA stock, kept buying and will continue to do so as long as my thesis remains supported. Cava has since more than tripled since my initial purchaseThis episode is not a buy recommendation or suggestion to add to your portfolio. That would be irresponsible of me. I don't know you, your portfolio or goals.It is instead a detail of why I have selected this as one of the 13 stocks I plan to hold long term, my selection process and broader...

Send us a Text Message.Roaring Kitty has taken the market by storm once againWhat is a Pump and Dump?In this episode I break down examples of pump and dump schemes, provide the telltale characteristics that virtually all pump and dumps possess and tie it back to an obscure reference to baseball.After listening to this episode you will walk away with a better comprehension of how to handle "flash in the pan" investing crusades.Contact The Savings CaptainX &nbs...

Send us a Text Message.Radish, a.k.a. "The Hardest Working Dog in Podcasting" has been investing for six monthsIn this episode we review her portfolio and lessons that many new investors confront and learn when they are starting out. We discuss the importance of automating your investing, keeping focused and doing periodic toll gates to make sure you are staying on track.Radish and I salute all investors wherever they are along their journey!Contact The Savings CaptainX &n...

Send us a Text Message.In this episode I discuss how to launch your kids into to success with money in early adulthood.Depositing $1000 and adding $200 month is the recipe for $100,000 at age 18I use the 529 Education Saving Plan as the preferred tool to use to fund education and with the recent SECURE Act 2.0 changes this is a no brainer529 Resource https://www.morningstar.com/specials/what-is-a-529-college-savings-planContact The Savings CaptainTalking Trading - Expert trading tactics so yo...

Send us a Text Message.In this episode we meet with Dividend Obsession. He shares his story on how earning a small dividend several years ago opened his eyes to dividend investing. This discovery has led him to fine tune his investing approach and concentrate on companies that offer great growth- "dividend growth stories".Follow Dividend ObsessionX: @DivObsessionYouTube : https://www.youtube.com/dividendobsessionContact The Savings CaptainX ...

Send us a Text Message.It happens to all of us. We set out to build a diversified portfolio. We add ETF's with the goal of gaining diversification and instead we build a portfolio of holdings that mirror one another. That is how you define fund overlap.In this episode I dive into fund overlap and share a free screening tool you can use to gauge your ETF holdings.Feel free to reach me below on any questionsContact the Savings CaptainX &nbs...