Episodios

  • The Wealthwise Show Episode 36: Economic Indicators Unveiled: Navigating Non-Farm Payrolls and CPI with The Wise Investor
    Jan 8 2024


    On The WealthWise Show, The Wise Investor takes the reins to guide you through the intricacies of two pivotal economic indicators—Non-Farm Payroll (NFP) reports and the Consumer Price Index (CPI). In this episode, our seasoned host breaks down the significance of these vital metrics, offering a clear understanding of how they impact financial markets and influence investment decisions. From the employment landscape gauged by NFP to the inflationary insights provided by CPI, explore the nuances that shape economic policies and market sentiments.

    Whether you're an astute investor or just beginning your financial journey, this episode provides essential knowledge to interpret and leverage these reports effectively. Join The Wise Investor for a deep dive into the mechanics of NFP and CPI, gaining insights that empower you to make informed financial decisions in a dynamic world. Tune in to The WealthWise Show for expert analysis, practical tips, and a comprehensive understanding of these critical economic indicators.


    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions


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    25 m
  • The Wealthwise Show Episode 33: Decoding the NASDAQ: Unveiling the Secrets of Tech Wealth
    Dec 15 2023

    Join us on The WealthWise Show as The Wise Investor delves into the dynamic world of the NASDAQ, the heartbeat of the tech industry. In this episode, we unravel the mysteries behind the acronym and explore what makes the NASDAQ tick. From its inception to its current status as a global financial powerhouse, we break down the components and mechanisms that drive this stock exchange. Gain insights into how the NASDAQ works, its unique features, and why it plays a crucial role in shaping the fortunes of tech-savvy investors. Whether you're a seasoned financial expert or a curious novice, this episode will equip you with the knowledge to navigate the ever-evolving landscape of the NASDAQ and potentially enhance your wealth. Tune in to The WealthWise Show for a captivating journey into the heart of technological wealth creation.



    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC

    Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    30 m
  • The Wealthwise Show Episode 27: Everyday Activities for Teaching Kids About Money
    Nov 3 2023

    Welcome to The WealthWise Show with your host, The Wise Investor! In today's episode, titled "Everyday Activities for Teaching Kids About Money," we're diving deep into the world of financial education for children. If you're a parent or guardian looking to instill valuable financial habits in your little ones, you won't want to miss this.


    Here's a sneak peek at what you'll learn:


    1. **Make Them Earn Their Allowance**: Discover the power of teaching your children the value of money and budgeting by encouraging them to work for their allowance. We'll introduce you to helpful apps like Busy Kid and Greenlight to manage this process effectively.


    2. **Encourage Part-Time Gigs**: For your high schoolers, we'll explore the benefits of part-time jobs such as lawn mowing and pet sitting. Learn where to find these opportunities through platforms like Nextdoor and homeowner's association newsletters.


    3. **Contribute to Purchases**: Involve your kids in purchasing decisions and impart a sense of financial responsibility by having them contribute to the cost of desired items.


    4. **Make It a Game**: Uncover how board games like Payday and Monopoly can become powerful teaching tools for money management, budgeting, and risk assessment.


    5. **Open a Bank Account**: Find out how to transition from piggy banks to kids' bank accounts in elementary school. We'll introduce you to kid-friendly debit cards like Greenlight and GoHenry, making the introduction to the banking system and saving concepts a breeze.


    6. **Introduce Investing**: Learn how to familiarize your children with investing by opening a custodial brokerage account and involving them in investment decisions. This sets the stage for their long-term financial health.


    7. **Have Honest Conversations About Money**: We'll stress the importance of open and honest discussions about family finances. These conversations help children understand budgeting, saving, and dealing with financial challenges, setting them up for success.


    Did you know that research indicates these habits are often formed by age seven? That's right, early financial education is crucial, and we'll discuss why throughout the episode.


    So, if you're ready to equip your children with the financial skills they need for a prosperous future, join us on The WealthWise Show. The wise investor has your back, and together, we'll set your children on the path to financial wisdom. Subscribe now and never miss an episode!

    Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    22 m
  • The WealthWise Show Episode 26: Retirement Revolution: Building Your Future Without a 401(k)
    Oct 27 2023

    On this episode of The WealthWise Show, The Wise Investor takes you on a journey into the world of retirement savings without a 401(k) plan. Whether you're self-employed, working for a company that doesn't offer a 401(k), or simply seeking alternative retirement strategies, we've got you covered. Discover smart ways to supercharge your retirement savings through IRAs, Roth IRAs, and other investment vehicles. The Wise Investor shares expert insights and practical tips that will help you secure your financial future, no matter your employment situation. Tune in to learn how to save for retirement without a 401(k) and embark on your path to financial freedom!


    Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    22 m
  • The Wealthwise Show Episode 25: Deciphering Your Retirement: 401(k) vs. IRAs
    Oct 20 2023

    Join The Wise Investor on this enlightening episode of The WealthWise Show as we delve into the intricacies of retirement planning. We'll break down the essential distinctions between two popular retirement savings vehicles: the 401(k) and IRAs (Individual Retirement Accounts). Discover the unique advantages, tax implications, and investment strategies associated with each, empowering you to make informed decisions on your path to financial independence. Whether you're a seasoned investor or just starting to build your nest egg, this episode is a must-listen for anyone looking to secure a prosperous retirement future. Tune in and get wealthwise today!


    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC

    Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    20 m
  • The WealthWise Show Episode 24: Safeguarding Your Wealth: Strategies to Protect Against Inflation
    Oct 13 2023

    Welcome to another illuminating episode of The WealthWise Show, where financial wisdom meets actionable insights. I'm your host, The Wise Investor, and in today's episode, we're tackling a topic of paramount importance – safeguarding your wealth against the relentless force of inflation.

    Inflation can erode the value of your hard-earned money over time, but fear not! We've gathered an arsenal of strategies that can shield your assets and help you stay ahead of the curve.

    Join us as we embark on an educational journey through the world of financial defense. We'll start by unraveling the complexities of stocks, and how they can serve as a hedge against inflation. Learn about sectors that historically perform well during inflationary periods and how to position your portfolio for resilience.

    Ever heard of TIPS? Treasury Inflation-Protected Securities are a lesser-known gem in the investment landscape. Discover how these government-backed bonds can act as a safety net against rising prices, ensuring your purchasing power remains intact.

    But wait, there's more – real estate has long been a stronghold against inflation. We'll delve into the strategies you need to know, from investing in physical properties to exploring Real Estate Investment Trusts (REITs) that offer exposure to the real estate market without direct ownership.

    Dive into the world of bonds, where certain types can act as a fortress against inflation's grip. Uncover how floating-rate bonds and inflation-linked bonds function, and how they can become vital components of your diversified portfolio.

    Explore the concept of buying bank loans as a way to potentially benefit from inflationary periods. Learn how these loans can adjust to changing economic conditions, positioning you to make the most of shifting markets.

    But that's not all – ETFs and different funds play a pivotal role in hedging against inflation. We'll walk you through the landscape of these investment vehicles, highlighting options that can align with your financial goals.

    Join us for an enlightening discussion with seasoned financial experts who'll share their perspectives on inflation protection. By the end of this episode, you'll be equipped with actionable strategies to safeguard your wealth and navigate the dynamic financial landscape with confidence.

    Whether you're an experienced investor seeking to fortify your portfolio or just beginning your journey in wealth management, this episode of The WealthWise Show is a must-listen. Tune in now to secure your financial future!


    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    28 m
  • The WealthWise Show Episode 23: Generating Passive Income: Exploring Stocks, Bonds, REITs, and Online Ventures
    Oct 6 2023


    Welcome back to another insightful episode of The WealthWise Show with your host, The Wise Investor! In today's episode, we dive deep into the world of passive income and explore the various avenues that can help you build a more secure financial future.

    Are you intrigued by the idea of making money while you sleep? Curious about how to turn your savings into a steady stream of income? Look no further, as we unravel the secrets behind generating passive income through some of the most effective means available.

    Join us as we embark on a comprehensive journey through the investment landscape. We'll start by dissecting the power of stocks, uncovering how dividend-paying stocks can offer a reliable source of passive income. Learn about strategies to pick the right stocks, balance risk, and optimize your investment portfolio.

    Next, we'll shift our focus to the world of bonds, where safety meets profitability. Discover how bonds work, their different types, and how they can provide consistent income streams. We'll decode the bond market and offer insights into maximizing returns while managing potential risks.

    But that's not all – have you ever heard of Real Estate Investment Trusts (REITs)? These often-overlooked gems offer an exciting pathway to passive income through real estate. We'll explore the ins and outs of REITs, their benefits, and how they grant you access to real estate ventures without the hassle of property management.

    In the digital age, opportunities have expanded even further. We'll delve into the world of online digital businesses, discussing how technology has opened doors for generating income from the comfort of your own home. Whether it's e-commerce, affiliate marketing, or creating digital products, you'll gain valuable insights into building and scaling an online venture.

    Join us as we tap into the wisdom of seasoned experts and financial advisors who will share their invaluable knowledge and experiences. By the end of this episode, you'll be armed with the information you need to take your first steps towards a diversified passive income portfolio.

    Whether you're a seasoned investor or just starting to dip your toes into the investment pool, this episode of The WealthWise Show is bound to leave you inspired and equipped to make informed financial decisions. Tune in now and take control of your financial destiny!


    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    28 m
  • The Wealwise Show Episode 22: Mastering the Art of Due Diligence: Unveiling Stock Investment Insights
    Sep 29 2023

    Welcome to a knowledge-packed episode of The Wealthwise Show, where we unlock the secrets to effective due diligence when it comes to stock investing. Join your host The Wise Investor as we embark on a journey to demystify the process of scrutinizing stocks and making well-informed investment decisions.

    In this episode, The Wise Investor, a seasoned financial analyst with years of experience in dissecting stock opportunities. The Wise Investor brings a wealth of expertise to the table, guiding listeners through the intricate maze of due diligence. From fundamental analysis to technical indicators, The Wise Investor provides valuable insights into the array of tools and strategies at your disposal.

    Why is due diligence crucial? What are the key components of a comprehensive stock analysis? The Wise Investor break down the process step by step, shedding light on how to assess a company's financial health, management team, competitive landscape, and growth potential. Listeners will gain a deeper understanding of the various factors that contribute to the success of a stock investment.

    Throughout the episode, real-life case studies are examined, showcasing the impact of thorough due diligence on investment outcomes. The Wise Investor shares personal anecdotes that highlight the significance of digging beyond the surface and staying informed about market trends.

    Whether you're a beginner in the world of investing or a seasoned trader, this episode equips you with actionable strategies to conduct due diligence effectively. Learn how to separate reliable sources from noise, interpret financial statements, and utilize research tools to your advantage.

    Join us for an engaging discussion that will empower you to make more confident and informed investment choices. By the end of the episode, you'll have the tools and knowledge to navigate the stock market with greater insight, enhancing your potential for success.

    Tune in to The Wealthwise Show and elevate your investment game by mastering the art of due diligence. Your financial future deserves the best – and it all starts with making informed investment decisions.




    Investment advisory and financial planning services offered through Simplicity Wealth, an SEC Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser. Insurance, Consulting and Education services offered through The WealthWise Show. The WealthWise Show is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions

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    32 m