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内容由Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson提供。所有播客内容(包括剧集、图形和播客描述)均由 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Spotting Sloppy Investment Advice: The Fab Five Questions on Investments.

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Manage episode 430900164 series 3587117
内容由Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson提供。所有播客内容(包括剧集、图形和播客描述)均由 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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Want to sharpen your financial acumen and spot the pitfalls of bad investment advice? On this episode of Bullshit on Stilts, we promise to equip you with the essential tools to develop your "bullshit sniffer" for investments. We'll introduce you to the "Fab Five" critical questions that put you in the driver's seat of your financial journey: what you own, why you own it, how you're performing, compared to what, and how much you're paying. This episode will help you manage your investments with the same strategic finesse as a seasoned athlete or an experienced sailor.
Ever wondered if your investment performance stacks up against the market? We break down the importance of benchmarks and indices, using relatable analogies and humor to demystify these financial concepts. Learn how to measure your diversified portfolio's success with clear, practical insights, and understand why the S&P 500 can be a useful benchmark. Discover the nuances of blended returns and the dangers of comparing apples to oranges in the investment world, illustrated with a cautionary tale of a misleading money manager.
Join us as we highlight the significant divide between genuine financial advisors and salespeople, revealing the often-overlooked bias in financial decision-making. We stress the importance of character and true advising over mere compliance. By the end of this episode, you'll be armed with the knowledge to avoid misleading financial sales tactics and select trustworthy professionals. Through the concise framework of the Fab Five questions, gain clarity and confidence in your financial decisions, ensuring your investments truly align with your goals.

Developing your financial bullshit sniffer one episode at a time.

  continue reading

章节

1. Spotting Sloppy Investment Advice: The Fab Five Questions on Investments. (00:00:00)

2. Developing Your Bullshit Sniffer in Investments (00:00:01)

3. Comparing Investments to Market Indexes (00:11:17)

4. Understanding Investment Performance and Fees (00:15:14)

5. Avoiding Financial Sales Misleading the Innocent (00:26:26)

6. Choosing Trustworthy Financial Professionals (00:29:45)

17集单集

Artwork
icon分享
 
Manage episode 430900164 series 3587117
内容由Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson提供。所有播客内容(包括剧集、图形和播客描述)均由 Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

Want to sharpen your financial acumen and spot the pitfalls of bad investment advice? On this episode of Bullshit on Stilts, we promise to equip you with the essential tools to develop your "bullshit sniffer" for investments. We'll introduce you to the "Fab Five" critical questions that put you in the driver's seat of your financial journey: what you own, why you own it, how you're performing, compared to what, and how much you're paying. This episode will help you manage your investments with the same strategic finesse as a seasoned athlete or an experienced sailor.
Ever wondered if your investment performance stacks up against the market? We break down the importance of benchmarks and indices, using relatable analogies and humor to demystify these financial concepts. Learn how to measure your diversified portfolio's success with clear, practical insights, and understand why the S&P 500 can be a useful benchmark. Discover the nuances of blended returns and the dangers of comparing apples to oranges in the investment world, illustrated with a cautionary tale of a misleading money manager.
Join us as we highlight the significant divide between genuine financial advisors and salespeople, revealing the often-overlooked bias in financial decision-making. We stress the importance of character and true advising over mere compliance. By the end of this episode, you'll be armed with the knowledge to avoid misleading financial sales tactics and select trustworthy professionals. Through the concise framework of the Fab Five questions, gain clarity and confidence in your financial decisions, ensuring your investments truly align with your goals.

Developing your financial bullshit sniffer one episode at a time.

  continue reading

章节

1. Spotting Sloppy Investment Advice: The Fab Five Questions on Investments. (00:00:00)

2. Developing Your Bullshit Sniffer in Investments (00:00:01)

3. Comparing Investments to Market Indexes (00:11:17)

4. Understanding Investment Performance and Fees (00:15:14)

5. Avoiding Financial Sales Misleading the Innocent (00:26:26)

6. Choosing Trustworthy Financial Professionals (00:29:45)

17集单集

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