10 episodes

Veritas Financial Services provides financial investment tools to help you make proactive decisions to get you on track to achieve your American Dream. Helping investors overcome the instinctive behaviors that can destroy long-term results and erode confidence in reaching their goals. Providing strategies, training and education. Our goal is to empower investors to have breakthroughs in thinking and behavior with regard to money and investing. Creating opportunities for successful investing is about more than creating efficient portfolios.

Myths and Truths About Money and Investing, a Podcast with Margaret Wittkopp Margaret Wittkopp

    • Business

Veritas Financial Services provides financial investment tools to help you make proactive decisions to get you on track to achieve your American Dream. Helping investors overcome the instinctive behaviors that can destroy long-term results and erode confidence in reaching their goals. Providing strategies, training and education. Our goal is to empower investors to have breakthroughs in thinking and behavior with regard to money and investing. Creating opportunities for successful investing is about more than creating efficient portfolios.

    Two Worlds of Investing

    Two Worlds of Investing

    This week we are revisiting a popular post.



    Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss the two distinct worlds of investing; prediction and forecasting vs empirically tested scientific principles as the basis for your investment strategy.





    Highlights



    (:20) American Dream Experience - Two days filled with AHA moments



    (6:05) Digging into the two worlds of investing



    (8:05) Your relationship with money requires education



    (10:05) Scarcity and abundance



    (12:50) World number one - investor predication syndrome



    (15:43) Participating in the free  market for wealth building



    (18:05 ) World number two - academic principles first recognized in the 1950s



    (21:17) The language of investing, weighing emotion and fear



    (24:02) The components of academic investing



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

    • 27 min
    Make Your New Year’s Resolution to Attend American Dream Experience

    Make Your New Year’s Resolution to Attend American Dream Experience

    Join Jim Rosetti and Margaret Wittkopp in this episode, they ADX or the American Dream Experience.  Creating resolutions around finances are common in the new year. Do you have any that involve your financial future?



    Listen in as they discuss what to expect from this 2-day in-person experience and the follow-up Zoom discussion and how it can change your future for the better.





    Highlights



    (1:29) American Dream Experience, April 1-2 in Eau Claire, WI



    (3:40) An 18-hour investment is likely to have a huge payback in your financial knowledge



    (5:20) Many of us work later in life than ever before



    (6:30) What is your true purpose for money



    (7:15) The academic principles of investing



    (7:35) Human behaviors and your money



    (9:00) Their is a focus on family or couple involvement



    (12:15) Learn about 'what to know' about the industry and yourself to be an objective investor



    (15:00) Living the life you love



    (15:30) Book offer: The Dirty, Filthy Lies My Broker Taught Me and the 101 Truths of Money and Investing



    (17:27) Is the ADX invitation for you? Yes!



    (21:20) Get armed with the facts and fundamentals of investing



    (24:38) Invitation to the American Dream Experience Special Introduction



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)



    Veritas Financial Services extends invitations to everyone to our educational presentations.

    • 28 min
    Have a most prosperous 2022

    Have a most prosperous 2022

    Join Jim Rosetti and Margaret Wittkopp in this episode, they discuss prosperity and abundance in 2022 and how to get it for you and your family.



    Listen in as they chat about 'making the most of it while we are here' and defining abundance.





    Highlights



    (2:30) Abundance and prosperity, a Veritas tenet



    (4:45) Success and abundance is created



    (5:10) Taking stock in 2022



    (7:24) Creating a business plan for your life



    (8:24) Live life according to your purpose



    (10:24) The mindset of abundance



    (16:52) Finding your formula for abundant success



    (18:30) Listen cautiously to media as the markets move up and down



    (21:14) An engineered portfolio helps to ride out market flucuations



    (23:37) American Experience Invite



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)



    Veritas Financial Services extends invitations to everyone to our educational presentations.

    • 27 min
    How to avoid the money trap at Christmas

    How to avoid the money trap at Christmas

    Join Jim Rosetti and Margaret Wittkopp in this episode, they discuss Christmas and money.



    Listen in as they discuss valuing relationships over money but realizing that Christmas brings not only joy but also higher expenditures than some of us are comfortable with.  They have tips for approaching this holiday.





    Highlights



    (2:40) The American Dream Experience in Eau Claire, WI in April of 2022



    (6:16) Tis the season - the commercialization of Christmas



    (8:25) Valuing relationships over money



    (12:00) Reducing spending, guilt, and procrastination by infusing love and joy into your choices



    (20:29) Education IRAs and tax breaks



    (25:40) Plan ahead to steer clear of impulsive decisions



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)



    Veritas Financial Services extends invitations to everyone to our educational presentations.

    • 28 min
    Truth #42 – Easy Lie — Hard Truth

    Truth #42 – Easy Lie — Hard Truth

    Join Jim Rosetti and Margaret Wittkopp in this episode, they discuss the two worlds of investing.



    Listen in as they discuss prediction syndrome vs. robust, empirically tested, academic investing. They challenge the truths you thought you knew - specifically that investing involves choosing the right stocks at the right time to build your portfolio. See if you can determine the language and methods used for predication syndrome.



     





    Highlights



    (4:45) Do you prefer the easy lie or the hard truth?



    (6:33) Path of least resistance is an easy road to walk down



    (7:48) Clue: Examine high turnover rates in your portfolio



    (9:00) Invite to Empowered Investor Series presentations



    (10:12) Clue: The claim that experts can beat the market



    (11:50) Some hard truths



    (12:40)  The investment industry is set up for its own well being



    (14:05) Buyer beware and be aware



    (15:52) Clue: Forward-thinking language equates with speculation



    (17:05) Diversification is your friend



    (18:45) Be empowered and educated, the American Dream Experience invitation



    (21:13) Clue: Good stories are most likely too good to be true (cryptocurrency and commodities)



    (23:54) Have a solid financial plan that you understand



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)



    Veritas Financial Services extends invitations to everyone to our educational presentations.

    • 26 min
    Myths of Investing

    Myths of Investing

    Join Jim Rosetti and guest host, Jeremy Burri in today’s episode, they discuss some of the myths of investing.



    Listen in on this episode as Jeremy discusses three of the myths of investing; stock picking, track record investing and the true cost of investing.



     





    Highlights



    (3:45) Myth: stock picking is predictable by the right person or company



    (10:00) Over time regulation has added more transparency to stock picking



    (10:40) The right question to ask your advisor...



    (11:36) Track record investing may be bundled into mutual fund design



    (13:16) Myths look logical and appear as common sense



    (14:40) Confusing skill and luck



    (20:37) Myth: cost and expenses of investing are transparent



    (21:50) Avoiding speculating and gambling with investing based on science and academics - Veritas and Matson Money



    (23:00) American Dream Experience invitiation



     



    Key Links:



    Veritas Financial Services, LLC Website: http://veritasinvesting.com/



    Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)



    Veritas Financial Services extends invitations to everyone to our educational presentations.

    • 26 min

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