258 episodes

The Investing for Beginners Podcast offers premium investment guidance for beginners to decode industry jargon, silence crippling confusion, and help you overcome emotions-- by looking at the numbers.

The Investing for Beginners Podcast - Your Path to Financial Freedom Airwave Media

    • Business

The Investing for Beginners Podcast offers premium investment guidance for beginners to decode industry jargon, silence crippling confusion, and help you overcome emotions-- by looking at the numbers.

    IFB229: How to Deal With Buying and Holding When Our Theory Changes??

    IFB229: How to Deal With Buying and Holding When Our Theory Changes??

    Welcome to the Investing for Beginners podcast. In today’s show, we welcome:









    *

    Tracking your profits and losses in your brokerage accounts and the best way to follow those changes.

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    What to do when stocks fall, and we are supposed to buy and hold investors?

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    How to deal with Mr. Market and Trailing Stops?











    Today’s show is sponsored by:









    My First Million Podcast









    Interactive Brokers Use Code Beginners











    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









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    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.









    Dave











    0:00











    All right, everybody. Before you dive in and start ingesting this episode, we want to forewarn everybody that this is not intended for absolute beginners. If, if there’s anything in the episode today that you listen to, that you’re unsure about, confused about, maybe don’t quite understand. Please go back to our investing for beginners series, which starts with episode 43. And there, through those next five episodes, you’ll be able to learn all kinds of great basics that will help explain a lot of the topics and subjects that we’re discussing today.











    All right, folks, welcome to investing for beginners podcast; and we have episode 229. We’re going to answer three great listener questions we got recently. And so, without any further ado, I’ll go ahead and read, and Andrea and I will do our usual give and take. So here we go. Suppose I’m investing piecewise dollar-cost averaging into several accounts within a brokerage account. How do I figure out my profit or loss over time seems like brokerage accounts do not want us to know that because one is more likely to stay; invested for fear of a potential loss? If they liquidate the fund.











    For example, neither Vanguard nor fidelity have buttons that will tell me what my profit or losses, excluding my contribution; their percentage increase or decrease is misleading because it includes personal investment into account, which is egregious. So how does one go about determining the profit or loss with certainty? Should we be looking for a button slash tool, etc., and brokerage accounts to determine that Mo? So, Andrew,

    • 32 min
    IFB228: How to Avoid Dividend Traps + ESPP Plans

    IFB228: How to Avoid Dividend Traps + ESPP Plans

    Welcome to the Investing for Beginners podcast. In today’s show, we welcome:









    *

    How do ESPP plans work, and what kinds of returns can you expect from those types of employee stock purchase plans.

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    How to avoid dividend traps

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    A quick look at Cigna’s financials and exploring why their dividends have increased

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    Alternatives to hedging against the market using leveraged ETFs in a bear market











    Today’s show is sponsored by:









    My First Million Podcast









    iTrust Capital









    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









    Apple | Spotify | Google | Stitcher | Tunein











    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.











    D









    Dave











    0:00











    All right, folks, welcome to Investing for Beginners podcast. Tonight we have episode 228. And we are going to answer three great listener questions we got recently. These are wide-ranging. And so this is going to cover a little bit of different territory. So this will be a fun conversation. So without any further ado, we’ll go ahead and read our first question. So I have. Hey, Andrew and Dave, I’ve listened to all your podcasts over the years and came up with a question about careers. How would you respond to our previous episode when talking about the employee stock purchase plan ESPP.











    The general sentiment was something along the lines of that’s a free 510 or 15% return on your money; I’d probably cash out immediately. Why subject yourself to potential market swings when you have a guarantee? However, I worked for a company that was recommended by Andrews’s monthly e letter. And those companies are held by you slash others as they are seen as great future investments. What would you do if you were able to get an ESPP discount on a company you also saw as a great future investment? Thanks, Nick. So Andrew, what are your thoughts on Nick’s great question?











    A









    Andrew

    • 31 min
    Eric Balchunas on Fiduciaries, Jack Bogle, and all things ETFs

    Eric Balchunas on Fiduciaries, Jack Bogle, and all things ETFs

    Welcome to the Investing for Beginners podcast. In today’s show, we welcome:









    *

    Eric Balchunas, the Senior ETF analyst for Bloomberg Intelligence, recently published a fantastic book, The Bogle Effect.

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    Eric and Andrew discuss what a fiduciary means and how they impact investments, particularly ETFs.

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    What is passive investing versus active funds, and how has Vanguard disrupted the investing community.

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    During Bogle’s life, Vanguard was not the behemoth it is today; it wasn’t until he retired that it became the beast it is today, showcasing Bogle’s fiduciary focus and patience

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    How can investors learn to internalize the buy and hold idea without learning from experience?

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    The idea of compound interest and how it can move the needle











    You can find more of Eric:









    @EricBalchunas









    Trillions Podcast









    ETF IQ on Bloomberg TV



















    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









    Apple | Spotify | Google | Stitcher | Tunein











    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.









    Andrew











    0:00











    Welcome to the investing for beginners podcast. I’m your host for today, Andrew Sather. We have a special guest with us today. His name is Eric Balchunas. Did I pronounce that correctly?











    E









    Eric











    0:12











    You did. You’re in the 20 percentile.











    A









    Andrew











    0:14











    All right. It took me took a second effort.

    • 38 min
    IFB227: How to Keep Your Spirits Up When the Market is Falling

    IFB227: How to Keep Your Spirits Up When the Market is Falling

    Welcome to the Investing for Beginners podcast. In today’s show, we discuss:









    *

    How to stay invested in the markets, even during downtimes, without getting discouraged

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    How to manage our emotions and control our emotions when we invest

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    The impact of dividends and the double compounding effect as a result of investing in dividend-paying companies











    Today’s show is sponsored by:









    My First Million









    Stratosphere Investing









    Interactive Brokers









    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









    Apple | Spotify | Google | Stitcher | Tunein











    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.









    Dave











    0:00











    Alright, folks, welcome to Investing for Beginners podcast. Tonight we’re going to do episode 227. And we’re going to take on one great listener question we got recently; this is going to be kind of a four-parter if you will. So we got some interesting takeaways from this great question we got recently. So I’ll go ahead and start and read the question, and we’ll do our usual given take. So I’ve. Hi, Andrew. I’m really trying to stick with investing when the stock price keeps dropping or not really moving. I’m getting a bit downbeat is how you can really make money long-term when it seems you always have a blast in it.











    Is it really the dividend that you depend on this also may not bring the price up with the stock price falling? I’m not someone that continually emails seeking advice; please don’t think that it’s just getting make or break for me at this stage. Many thanks, Steven. So Andrew, let’s kind of dissect Stephen’s question here and see if we can help raise the spirits a little bit.

















    Andrew











    0:52











    Totally. And, you know, Steven, I think your psyche right now, and kind of how you feel about maybe your stock picks or the stock market in general,

    • 26 min
    Discussing All Things REITs with Chris Volk, former CEO of Store Capital

    Discussing All Things REITs with Chris Volk, former CEO of Store Capital

    Welcome to the Investing for Beginners podcast. In today’s show, we discuss:









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    Public REITs with Chris Volk, former CEO of two public REITs, including Store Capital (STOR)

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    What trends appeal to him in the commercial real estate space, and why he likes to focus on business models

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    How to value REITs using different methods and to focus on business models

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    His new book, Value Equation, discusses how to build wealth for leaders, entrepreneurs, and investors

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    The importance of return on equity and the returns REITs generate through dividends and capital appreciation











    Today’s show is sponsored by:









    My First Million









    Stratosphere Investing









    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









    Apple | Spotify | Google | Stitcher | Tunein











    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.

















    Dave











    0:00











    All right, folks, welcome to Investing for Beginners Podcast. Today we have a very, very special guest with us. We have Chris Volk, who is an educator. He’s a former CEO and founding CEO of two public REITs, three public REITs, and two public. So Chris will definitely lead us down the path of REITs. He used to run store capital, and he was a very, very smart guy and really enjoyed listening to his article, reading his articles, as well as listening to his other interviews. So this is gonna be a lot of fun. We’re going to talk about REITs. And anything else that kind of comes across our path.











    So Chris, thank you very much for joining us today; we really do appreciate you taking the time out of your day to come to talk to us. It’s a pleasure to have you on the show. And maybe you could kind of fill everybody in on a little bit of your background and kind of how you got started in REITs. Maybe,

















    Chris











    0:47









    Oh, sure. I mean, you know, Andrew David, a pleasure to be here. So I got started in REITs. Because I well,

    • 36 min
    IFB226: Unlocking the Different P/E Ratios, Cap-Weighted vs Equal Weighted Indexes, and the Business Development Sector

    IFB226: Unlocking the Different P/E Ratios, Cap-Weighted vs Equal Weighted Indexes, and the Business Development Sector

    Welcome to the Investing for Beginners podcast. In today’s show, we discuss:









    *

    What are the differences between Non-GAAP P/Es, forward P/Es, and trailing P/E ratios?

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    The differences between equal-weighted and cap-weighted indexes

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    Exploring the Business Development Industry with shallow looks at several companies, Hercules Capital and Prospect Capital











    Today’s show is sponsored by:









    My First Million











    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com









    SUBSCRIBE TO THE SHOW









    Apple | Spotify | Google | Stitcher | Tunein











    Transcript











    I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now.











    All right, folks, welcome to Investing for Beginners podcast. Tonight we have episode 226. And we’re gonna answer three great listener questions we got their kind of a wide range of conversation. So this would be an interesting episode, folks. So buckle in. So here we go. I’m gonna start us off; we got Hi, Andrew. Sorry to bother you, never bother. I have a question I’d like to ask recently. Well, we’re starting companies. I’ve noticed Yahoo Finance and other sources are using non-GAAP P E ratios. For example, I’ve been looking at BM why recently, and Yahoo they have a forward P E of 7.6. I looked in; this is non-GAAP.











    But when looking at Gap, it’s in the 19 regions. I’ve had to work out the gap earnings. Why is this? Should they post GAAP PEs and not non-GAAP? Any thoughts on this? Thanks. So, Andrew, what are your thoughts on this really interesting question, which could take us in a lot of different directions.











    A









    Andrew











    0:57











    So let’s start by defining PE and GAAP. So first, PE is a great ratio for all investors to know; definitely, if you’re first getting started, it’s probably one of the easiest ones to get a grasp on. It stands for the price to earnings; it is comparing the price of a stock to how much it earns. So in simple terms, you can think of Apple’s trading at $172. I don’t know what their earnings per share are at the moment. But if it was, let’s say, $172, their PE would be one, right? If it was, you know, $200 stock price $50 in earnings per share, their PE would be four.

    • 37 min

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