Thoughts On Money [TOM] Trevor Cummings
-
- Business
-
THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.
-
Avoiding Big Mistakes
This week's blogpost - https://bahnsen.co/4bTgiTx
One of the secrets to long-term financial success is avoiding big mistakes.
Big mistakes come in all different shapes and sizes, which is exactly what we will unpack today.
We will cover the consequences of concentration, panic, big losses, and what I like to call tax magic.
This should be a fun one, and I hope you won’t miss it.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com -
Summer Work
This week's blogpost - https://bahnsen.co/3wBQQ6i
Today I have the honor and privilege of welcoming a first-time Thoughts On Money contributor.
Josh Klooz is leading the charge on our recent endeavors in Houston, TX and is joining us today to share the importance of not just passing down financial wealth, but financial wisdom.
Josh grew up on a farm in Nebraska is well-acquainted with hard work. Josh unpacks the life lessons he’s gleaned from his childhood and how he is passing this wisdom down to the next generation.
So, with summer just around the corner, please join us today for Josh’s Thoughts on Money: Summer Work.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com -
The New Lost Decade
This week's blogpost - https://bahnsen.co/3QF5Zum
The decade from 2000-2009 included both the Dot-Com Bubble and the Global Financial Crisis (GFC). We call this the Lost Decade because it was a rare occurrence where stock investors experienced a negative return over a 10-year period.
This decade will live in infamy and will be the talk of countless financial books, newsletters, blogs, and white papers.
Today, I would like to unpack what I call the New Lost Decade, which we live in now. This topic doesn’t seem to be catching as much attention, but I will point out why this is so important to you as an investor. This has nothing to do with the stock market and everything to do with the bond market.
I hope you can join me today to discuss the New Lost Decade.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com -
It’s All About What You Keep
This week's blogpost - https://bahnsen.co/3USNw01
Today, I am excited to introduce our guest author, Sean Ullrich.
Sean hails from our Nashville office. His visit to Newport Beach this week made for perfect timing to record the podcast and publish his first Thoughts On Money contribution.
Please join us as Sean bridges the connection between duck hunting and taxes in his article, It’s All About What You Keep.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com -
Goldie Rocks and The Permabears
This week's blogpost - https://bahnsen.co/3y08bG8
Let me ask you this, why did Goldilock’s parent allow her to wander alone in the forest?
It’s never a good idea to invade the space of a bear, especially not three of them.
I don’t want you wandering the forest of personal finance tabloids or hanging around permabears.
Join me as I unpack the history of gold and call into question some of the headlines that you might be seeing out there.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com -
Retirement Line Dancing
This week's blogpost - https://bahnsen.co/446kXz1
Turns out, the path to a prosperous retirement is not too different than learning to line-dance.
The steps you take, and the sequence of those steps, can either carry you to the finish line or leave you woefully out of place.
Without spoiling the surprise, join us today as James Andrews unpacks the steps to securing your retirement.
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com
Customer Reviews
Easy to understand?
It’s a good thing I didn’t have a mouthful of coffee when you said David is easy to understand or I would’ve had a Will Swaim moment. Yes, he has a special vocabulary. I do best when I read his text rather than listen to his oral presentations. Keep up the good work.
Targeted to ultra high net worth
There are a few good nuggets of wisdom here and there. My main criticism is the target audience seems to be existing or potential clients, which in the grand scheme of things is a small population. Mainly high income, high net worth. Folks who have more money than they know what to do with. So far I have not heard much insight for people trying to establish a financial plan, buy a first home, or learn how to begin building wealth.
Great Stuff!!!
Appriciate Trevor's (and his guests) perspective on money and investing. Grounded and sound advice. Highly recommend........