The Investing for Beginners Podcast - Your Path to Financial Freedom By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

Welcome to "The Investing For Beginners Podcast." In today's episode, we welcome Scott Hansen, co-founder and vice chair of Allworth Financial. As a fiduciary advisor with extensive experience in financial planning, Scott provides valuable insights on several key topics.
We'll discuss recent Department of Labor regulations emphasizing fiduciary responsibilities for 401k plans, the shift in retirement trends, and the evolving landscape of financial advising. Scott will explain why smaller investors should consider subscription or fee-based models and the importance of comprehensive financial planning with a tax perspective.
We'll also cover the changing concept of retirement, the critical role of 401k savings, and why Social Security should not be your sole retirement plan. Additionally, Scott will share tips on properly vetting your financial advisor and the importance of building a trusting relationship.
Whether you're starting your financial journey or refining your investment strategies, this episode is packed with actionable advice and industry insights. Tune in as we explore these crucial topics and more with Scott Hansen.
00:00 Surround myself with smart people, seek growth.
03:55 Conflicts in financial product distribution and commissions.
07:37 Advisors should act as fiduciaries at all times.
12:01 New financial planning model includes various fees.
13:53 Building trust in relationships crucial for financial advice.
17:32 No free lunch, watch insurance company claims.
22:02 Iras require fiduciary management; game changing.
23:34 Financial advisors help achieve goals through planning.
26:57 Young financial advisors need people skills, persuasion.
31:29 Gut feeling: Benefits to wealthy will decrease.
33:24 Financial independence ideal, retirement evolving, work options.
37:38 Personal responsibility crucial for financial security, government assistance.
40:00 Assisting with financial planning and mentoring new advisors.
Learn more about Scott and his firm here:
Allworth Financial
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Welcome to "The Investing For Beginners Podcast!" In today's episode, "Portfolio Maintenance," hosts Andrew and Dave explore strategies for building and maintaining an investment portfolio. They address the market's unpredictability and the difficulty of forecasting leading companies, emphasizing the importance of considering age, time horizon, and risk tolerance. They discuss balancing growth potential with risk, especially nearing retirement, and highlight the dominance of tech giants like Google and Apple.
The hosts also share insights on owning low-growth companies, tax considerations when selling stocks, and the risks of investing in young industries. Drawing from personal experiences, Andrew and Dave stress understanding the businesses you invest in and avoiding sectors outside your expertise. Part of the "back to the basics" series, this episode offers wisdom to help you make informed investment decisions. Tune in for practical tips and thought-provoking discussions on portfolio maintenance!
00:00 Building a portfolio requires strategic future planning.
05:08 Diversify investments based on company maturity and risk.
07:23 "Retirement: Less risk, more bonds, seek advice."
13:49 Investing in mature companies with slow growth.
17:30 Big tech dominates stock market, future unclear.
18:21 Importance of company size in investment decisions.
22:43 Maximize growth by sticking with high performers.
27:19 Adjust portfolio based on lifecycle and goals.
30:11 Seek guidance from experienced individuals and companies.
31:22 Value spotlight offers support and guidance.
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In Episode 348 of The Investing for Beginners Podcast, hosts Dave and Andrew explore various investment topics, including the impact of electric vehicles and stock buybacks with examples like Autozone and Nvidia. They discuss the advantages of small investments for compounding benefits, transitioning from specific retirement accounts, and understanding tax implications. The episode emphasizes the importance of mindset in investing, acknowledging that learning from mistakes is part of the journey, catering to both new and seasoned investors looking to enhance their strategies.
00:00 Investing book recommendations include "Happier" and "Warren Buffett Way."
06:22 Consider self directed brokerage account vs. 457.
08:00 Focus on investor goals, consider tax implications.
11:32 Approach stock picking with a growth mindset.
15:37 Uninterested in company due to lack of interest.
20:25 Businesses can surprise with sudden growth opportunities.
22:45 Adapt to circumstances, save, budget for stability.
26:32 Seeking Alpha, company website, beginner books, resources.
28:52 Focus on value, not just price comparisons.
32:11 Autozone retail stores avoid significant disruption, unlike tech.
34:49 Investing in uncertain markets: no sure thing.
Today's show is brought to you by:
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Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
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In this episode of The Investing For Beginners Podcast, hosts Dave and Andrew discuss how to manage investment portfolios effectively while avoiding market noise. They offer strategies for monitoring investments over time, using tools like Seeking Alpha and Bamsec for updates, and setting up company alerts for firsthand information. The discussion emphasizes focusing on essential data and introducing deliberate pauses in decision-making to avoid impulsive reactions, aiming to help both new and experienced investors concentrate on long-term gains.
00:00 Track company shares, events, and recommendations.
06:07 Skim annual report, focus on management remarks.
07:21 Checking stock market daily for entertainment, caution.
11:50 Assessed business sustainability during lockdown, waited to sell.
16:33 Balancing portfolio awareness without overreacting emotionally.
18:46 Gathering data leads to better investment decisions.
23:00 Struggling to resist influence from media and peers.
24:10 Focus on ten k and occasional ten q's for updates.
28:28 User prefers Finchat over seeking Alpha app.
30:36 Emphasize safety in your investment. Have a great week!
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
Today's show is sponsored by:
Start your free online visit today at Hims.com/INVESTING
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
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Welcome to episode 347 of The Investing For Beginners Podcast! Today, hosts Andrew and Dave discuss key investment topics for all levels of investors. We’ll start by examining the importance of SIPC insurance in protecting investments and the strategy behind holding multiple IRA accounts. We'll then discuss transitioning from growth to dividend-paying stocks as retirement approaches, exploring the benefits and risks.
Next, we'll analyze a company with less than 1% revenue growth over the past decade, discussing its viability as a bond substitute or income-generating asset considering its slow dividend growth and steady free cash flow. We'll delve into company life cycles, spotlighting Watsco and using Berkshire Hathaway as an example to explain complex financial concepts.
We wrap up with a look at 3M’s financial challenges and what they mean for investors. For more resources and insights, visit einvestingforbeginers.com. Join us to enhance your investment strategy and decision-making.
00:00 FDIC insures your money up to $250k.
04:12 This doesn't cover losses in your investments.
08:07 Focus on overall financial picture for retirement.
10:11 Invest in growth stocks, consider future dividends.
13:14 Consider market diversification for long-term security.
17:53 3M stock underperforms market with flat revenue.
22:20 Investment approach and types of investors discussed.
24:15 Company needs to reinvigorate business to grow.
26:23 Lesson learned: be vigilant with financial statements.
30:00 Watsco owns 80% of store, affects finances.
33:49 Amazon trucks easy to use and efficient.
Today's show is brought to you by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
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Welcome to another episode of The Investing For Beginners Podcast. I'm your host, Dave, joined by Andrew. Today, we're exploring essential tools every stock picker needs, from Excel to advanced platforms like Bamsec and Finchat IO. We’ll discuss how these tools aid in understanding business operations, verifying financial data, and making informed investment decisions.
Andrew and I will share our experiences with tools like Excel and the Little Package Evaluation for financial analysis and valuation. We'll also discuss diversifying investment idea sources, from financial statements to social media insights from Twitter and Substack.
Today’s goal is to show you how to use these tools to understand a company's revenue generation and its potential as an investment. Whether you’re generating new investment ideas or refining strategies, this episode offers valuable advice to enhance your investing skills. Tune in to learn how to leverage these tools to advance your investment acumen.
00:00 Google helps understand businesses with tools.
05:03 Visualizing helps me understand complex concepts better.
08:58 Comparing company revenues requires adjusting for scale.
12:42 Consider investing in companies with Finviz.com.
13:32 Investment ideas from blogs and newsletters save time.
18:09 Discover investment ideas through investor portfolio analysis.
22:12 Substack offers more free content but limited information.
24:15 Use dollar sign and capital ticker symbol.
28:48 Excel simplifies financial analysis; valuable tool.
32:26 Discounted cash flow models determine future cash worth.
35:34 Estimate revenue and terminal growth rates realistically.
37:50 Comparison of financial analysis tools and platforms.
Today's show is brought to you by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
SUBSCRIBE TO THE SHOW
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