41 episodes

The American Dream Experience Podcast exists to empower families to discover their true purpose for investing and capture, reclaim and realize their American Dream.

The American Dream Experience Margaret Wittkopp

    • Investing

The American Dream Experience Podcast exists to empower families to discover their true purpose for investing and capture, reclaim and realize their American Dream.

    Social Investing

    Social Investing

    In this episode, Margaret Wittkopp talks about social investing, a concept where investors want to put their money into companies that advocate (or not advocate) for certain things that align with their values. But does it actually work? Today, Margie provides some examples that will make you think, grow your money AND promote goodness in the world.
    Highlights
    (00:19) Social investing: do companies actually adhere to their principles?
    (03:26) Margie's advice: make your money and allocate it to causes you believe in
    (10:24) Become stewards of your time, talent, and treasure: invest globally and diversify!
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

    Do billionaires have secrets to investing

    Do billionaires have secrets to investing

    In this episode, Margaret Wittkopp talks about the American Dream Experience and how some of the smartest people in history lost their own fortunes to wrong investing decisions. Today's examples prove that there is no one who is too smart to make mistakes!
    Highlights
    (01:01) Sir Isaac Newton's example of putting all your eggs in one basket
    (04:59) Ulysses S. Grant's example of unwittingly joining a Ponzi scheme
    (09:33) The value of good financial counsel: financial freedom
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

    The American Dream A deeper dive Part 2

    The American Dream A deeper dive Part 2

    In this episode, Margaret Wittkopp returns to discuss what the American Dream Experience really is about and she starts by explaining two perspectives in the world of investing: investor prediction syndrome and academic investing principles.
    The differences of the two are glaring. Safeguarding your investments should not be left to a gambling and speculation. Instead, she discusses using proven principles and go with a mutual fund manager who will provide you with an efficient investment portfolio.
    Highlights
    (01:13) Discerning investor prediction syndrome
    (04:20) Using academic investing principles
    (08:19) Key indicators for a mutual fund manager
    (11:53) Citing studies and making decisions
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com (http://veritasinvesting.com)
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

    The American Dream A deeper dive Part 1

    The American Dream A deeper dive Part 1

    In this episode, Margaret Wittkopp talks about the American Dream Experience and how it is not about materialism. Margie further explains the difference between purposes and goals and how having a purpose makes decision-making easier.
    The American Dream Experience explores the freedom we yearn for and how we can empower ourselves to be accountable for our own investment decisions. On the other hand, Margie also discusses how fear and greed are the main obstacles to reaching your American Dream.
    Highlights
    (02:37) The difference between purpose and goal
    (04:40) Principles of the American Dream Experience
    (08:32) Empowerment and being accountable for your investment
    (12:04 )Fear, greed & the scarcity mindset
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

    Outlook for 2020 new decade, new strategies

    Outlook for 2020 new decade, new strategies

    In this episode, Margaret Wittkopp discusses knee-jerk reactions to market fluctuations brought about by news, especially dips caused by negative news like war. She explains how a diversified portfolio of asset classes helps to adjust your investments during these times.
    And finally, Margie shares how doing a self-analysis on your own financial discipline is the first step to making the right choices for your American Dream.
    Highlights
    01:01 - Emotional reactions caused by news
    02:55 - Weathering fluctuations with a diversified portfolio
    05:20 - Brexit and global disturbances
    09:07 - Discipline to create the life you want
    10:11 - Reflection on laws and buying low
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com (http://veritasinvesting.com)
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

    What Separates the Haves from the Have Nots

    What Separates the Haves from the Have Nots

    Margaret Wittkopp talks about being a responsible saver at a young age and the value of seeking legitimate financial advice to grow your investments. She also mentions one of her investment success stories where Veritas played a crucial part in growing a client’s portfolio.
    According to Margie, the key habit that he and many others have is the discipline to not chase the next shiny object and focus on their American Dream!
    Margie recommends reading -The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley
    Highlights
    (00:31) The new RMD (required minimum distribution) age has changed
    (02:46) Get started with investing with any amount
    (03:37) Reflection: Good habits to create a large nest egg
    (08:04) Case study of a millionaire - seeking financial advice,  connect with a fiduciary and stay educated
     
    (11:29) Disciplined investing is an important wealth building habit
    Key Links
    • Veritas Financial Services, LLC Website: http://veritasinvesting.com (http://veritasinvesting.com)
    • For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262
    You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com

Top Podcasts In Investing