28 episodes


Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.

Can't Take It With You Austin Wealth Management

    • Business
    • 5.0 • 8 Ratings


Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.

    #28: Questioning the Nature of Passive Investing Reality

    #28: Questioning the Nature of Passive Investing Reality

    Today Matt interviews Michael Green, CFA from one of our newest fund partners, Simplify Asset Management where he serves as Portfolio Manager and Chief Strategist. In a wide ranging conversation, Michael shares the unique lens through which he analyzes markets and articulates his concerns around changes in the underlying market structure. 
    When did he begin to question the underlying tenets of his traditional valuation background and education?
    Separating truth from fiction in the 30-year overnight success story of passive investing.
    What are the implications of changing market structure?
    How is Simplify creating products that utilize options and other derivatives to help mitigate the impact on portfolios from these structural changes?
    Assessing the market behavior of 2022 and looking ahead

    • 46 min
    #27: Adapting to a Different Real Estate Market

    #27: Adapting to a Different Real Estate Market

    Real estate entrepreneur, Mark Strub, visits the podcast to give us an update on the rapidly changing residential real estate market. We cover so many topics! The market transitioning from blazing hot to warm Supply and demand forces in Austin The impact of higher mortgage rates on buyers and sellers The 'missing middle' housing problem The negotiating table: buyers vs sellers Real estate as an investment Evaluating schools Best bang for the buck on home improvements

    • 44 min
    #26: Busted Bonds

    #26: Busted Bonds

    Matt and Kevin analyze the worst year for bonds since the industry began recording data in 1926. They talk about what caused this and where the market might go from here. They review the main categories of bonds, the recent outcomes for each, and what investors should be prepared for when investing in bonds going forward.

    • 32 min
    #25: Levels of Tax Efficiency

    #25: Levels of Tax Efficiency

    Jeff Socha shares insights about how to achieve lower tax liability while adhering to IRS tax laws. We talk about:
    Levels of tax strategies
    Understanding your relationship with the IRS
    Business deductions often overlooked
    How to get the most out of your CPA
    Perspectives on audit risk

    • 32 min
    #24: Not stocks, not bonds, what else? Part 2: Trading Strategies

    #24: Not stocks, not bonds, what else? Part 2: Trading Strategies

    Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question 'what else is there?'. This Part 2 episode focuses on 'trading strategies' as a category of alternative investments. 
     
    The conversation includes discussion of the characteristics, expectations and investment methods with respect to:
    What purpose can trading strategies serve in a portfolio? Buy-and-hold vs alternative trading strategies Using the whole trading tool kit Contrarian value strategies Price trend following strategies From hedge funds to exchange traded funds

    • 38 min
    #23: Not stocks, not bonds, what else? Part 1: Real Assets

    #23: Not stocks, not bonds, what else? Part 1: Real Assets

    Matt and Kevin crack open the 'other' category of investments, sometimes called 'alternative' investments. The broadest definition is any investment other than traditional stocks and bonds. With both stocks and bonds facing difficult economic conditions, many investors are asking the question 'what else is there?'. This became Part 1 of an expected two part series on the topic, focused on the category of real assets. 
     
    The conversation includes discussion of the characteristics, expectations and investment methods with respect to:
    Real estate Infrastructure Commodities Currencies

    • 47 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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