Money Happy Hour Tom

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...

Send us a Text Message.In this episode we sit down with Abundantly Erica. Erica shares her background and what motivates her in choosing an abundance mindset. She shares personal stories that shaped her mindset where many of us would have recoiled to a scarcity mindsetErica also takes us through the basics of Options trading and how she is helping others on their personal trading journey. Erica does not offer individual stock tips, but instead gives you the knowledge to leverage options on yo...

Send us a Text Message.I asked a simple question on X. Do you do anything different with your money during three paycheck months. The answers I received fell into three categories: 1) Yes, I have a plan 2) No, what is a three paycheck month 3) I'm "Spreadsheet Smart" it's the same amount of moneyMathematically it is the same amount of money. However, know when your three paycheck months occur, having a plan aligned with your spending plan will help you succeed.In this episode I...