The Wealth Wise Show
By: Derrick Johnson
Language: en
Categories: Business, Investing
Welcome to The Wealthwise Show, the ultimate podcast for those seeking to make sound and wise financial decisions. Join us as we navigate the complex world of personal finance, unraveling the mysteries of investments, savings, and wealth management. RSSVERIFY
Episodes
Balance Sheets Explained: Assets, Liabilities & Equity (And What They Really Mean)
Jan 09, 2026Balance sheets can look intimidating — but once you know what you’re looking for, they tell a powerful story about a company’s financial strength (or hidden risk).
In this episode of The WealthWise Show, I break down how to read a balance sheet in plain English and how to use it to understand what a company owns, what it owes, and how stable it really is. Whether you’re a DIY investor, business owner, or just trying to get financially sharper, this episode will help you make sense of the numbers without getting lost in accounting jargon.<...
Duration: 00:12:58How to Analyze a Company: Fundamentals, Risk, and Long-Term Thinking
Jan 02, 2026Everyone talks about investing — but how do you actually research a company before putting money at risk?
In this episode of The WealthWise Show, I walk you through how I personally research and evaluate companies, from a long-term, fundamentals-driven perspective. This is not about hype, hot tips, or trying to time the market. It’s about understanding businesses, managing risk, and making informed decisions.
We cover:
Where I start when analyzing a companyHow I look at financial statements and business fundamentalsWhy cash flow, debt, and margins matterHow management quality and business models factor into deci... Duration: 00:15:22FRS Health Insurance Subsidy (HIS) Explained: How Retirees Reduce Healthcare Costs
Dec 31, 2025Healthcare is one of the biggest expenses retirees face — and for members of the Florida Retirement System, the Health Insurance Subsidy (HIS) can play an important role in helping offset those costs.
In this episode of The WealthWise Show, we break down the FRS HIS in plain English so you can clearly understand:
What the Health Insurance Subsidy (HIS) isWho qualifies for the subsidyHow the monthly benefit is calculatedWhen the benefit startsHow HIS works alongside MedicareCommon misunderstandings that could cost retirees moneyWhether you’re planning to retire soon or already receiving FRS benefits, understanding how...
Duration: 00:09:34FRS Investment Plan Explained: Smart Strategies for a Secure Retirement
Dec 19, 2025In this episode of The WealthWise Show, we take a clear, simple, and practical look at the FRS Investment Plan — what it is, how it works, and how you can make smarter retirement decisions based on your goals, timeline, and long-term needs.
If you’re a member of the Florida Retirement System, understanding the Investment Plan can be a major key to building retirement income. We break down:
How contributions workInvestment fund optionsRisk levels and allocation decisionsVestingFeesWhat happens when you leave employmentAnd how the Investment Plan compares to the FRS Pension PlanWhether you’re early...
Duration: 00:11:31What Is DROP? How the Deferred Retirement Option Program Really Works
Dec 13, 2025In this episode of The WealthWise Show, we break down one of the most misunderstood retirement benefits available to eligible employees: DROP (Deferred Retirement Option Program).
I explain, in plain language, what DROP actually is, how it works, and why the decisions you make during your DROP period can have a lasting impact on your retirement. From how your pension is calculated to what happens to your DROP balance, we walk through the key details many people overlook.
More importantly, we talk about strategies to help maximize your DROP—not just during the DROP years, bu...
Duration: 00:17:54Derrick Thoughts: Why Predicting the Markets in 2026 Is Harder Than Most People Think
Dec 13, 2025In this episode of Derrick Thoughts, I share my honest perspective on the markets as we head into 2026—and why trying to predict what will happen next often does more harm than good.
Every year, investors are flooded with bold forecasts, confident predictions, and “sure bets” for the coming year. The reality? Markets don’t move on calendars, headlines, or opinions. They move on uncertainty, human behavior, and events no one sees coming.
I break down why forecasting the markets is so difficult, the common mistakes investors make when they rely too heavily on predictions, and what...
Duration: 00:20:44The FRS Pension Plan Explained, What Every Florida Employee Must Know
Dec 06, 2025In this episode, Derrick breaks down the Florida Retirement System Pension Plan in plain English—no jargon, no confusion. You’ll learn how the pension formula works, how your years of service and AFC affect your benefit, what early retirement really means, and how to avoid costly mistakes before you leave the system. If you’re a teacher, first responder, state employee, or county worker relying on FRS for your retirement income, this episode gives you the roadmap you deserve.
Duration: 00:17:31The Wealthwise Show Episode 61: From Passion to Profession Part 2: The Heart Of An Advisor
Aug 01, 2025Love People & Finance? Make it your profession. This episode walks you through the entire process of becoming a licensed investment advisor
The information provided on The WealthWise Show, hosted by Derrick Johnson, is for educational and informational purposes only. It is not intended as financial, investment, tax, legal, or accounting advice. Listeners are encouraged to consult with a qualified financial advisor, tax professional, or legal expert before making any financial decisions.
The views and opinions expressed by Derrick Johnson and any guests on this podcast are their own and...
Duration: 00:28:58The Wealthwise Show Episode 60: From Passion to Profession: Your Guide to Becoming an Financial Advisor
Jul 04, 2025Love People & Finance? Make it your profession. This episode walks you through the entire process of becoming a licensed investment advisor
The information provided on The WealthWise Show, hosted by Derrick Johnson, is for educational and informational purposes only. It is not intended as financial, investment, tax, legal, or accounting advice. Listeners are encouraged to consult with a qualified financial advisor, tax professional, or legal expert before making any financial decisions.
The views and opinions expressed by Derrick Johnson and any guests on this podcast are their own and do not necessarily...
Duration: 00:20:02The Wealthwise Show Episode 59: Money Talks So Let’s Make It Say More
Jun 27, 2025Your money has a voice, but is it saying what you want it to? This episode explores how to align your financial goals with your daily decisions. From intentional budgeting to investing with purpose, we help you make your money speak volumes about your priorities, freedom, and future.Disclaimer for The WealthWise ShowThe information provided on The WealthWise Show, hosted by Derrick Johnson, is for educational and informational purposes only. It is not intended as financial, investment, tax, legal, or accounting advice. Listeners are encouraged to consult with a qualified financial advisor, tax professional, or legal expert before making...
Duration: 00:20:58The Wealthwise Show Episode 58: Swipe Right on Credit: Love It or Leave It?
Jun 20, 2025Your credit score impacts way more than just loan approvals — it can shape your future. In this episode, we break down the hidden factors that influence your score, bust common myths, and give you real tools to take control. No fluff, just facts.Disclaimer for The WealthWise ShowThe information provided on The WealthWise Show, hosted by Derrick Johnson, is for educational and informational purposes only. It is not intended as financial, investment, tax, legal, or accounting advice. Listeners are encouraged to consult with a qualified financial advisor, tax professional, or legal expert before making any financial decisions.The views an...
Duration: 00:19:22The Wealthwise Show Episode 57: Investing for People Who Hate Numbers
Jun 13, 2025A lighthearted but powerful crash course on investing minus the jargon. Derrick simplifies socks, bonds, and ETFs all in plain English
Duration: 00:17:00The Wealthwise Show Episode 56: The Latte Lie
Jun 06, 2025Spending Habits That Actually Matters
Is your morning coffee ruining your financial future? Derrick Looks past the cliches and explores which habits really move the financial needle.
Duration: 00:20:00The Wealthwise Show Episode 55: How The Rich Really Make Money
May 30, 2025From income streams to smart tax moves. Derrick unpacks how wealthy individuals grow and protect their money
Duration: 00:15:23The Wealthwise Show Episode 54: Money Myths Busted
May 23, 2025What your uncle told you was wrong.
Host Derrick Johnson drives into common myths like "buying is always better than renting" or " credit cards are evil."
Lets see if any of those things are true in todays episode of The Wealthwise Show
Duration: 00:15:23The Wealthwise Show Episode 53: "You Adopted The Darkness, I Was Born In It"
Apr 07, 2025Stay informed, stay WealthWise! 🎙️💰
Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employer...
Duration: 00:20:48The Wealthwise Show Episode 52: Interest Rates, Jobless Claims, Is There Going To Be A Recession?
Mar 15, 2025Stay informed, stay WealthWise! 🎙️💰
Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employers or affiliated organizations.
Investing involves risks, including the potential loss of...
Duration: 00:27:57The Wealthwise Show Episode 51: Tariffs, Inflation, Eggs, And Recession How To Survive
Mar 07, 2025In Episode 51 of The WealthWise Show, we break down the economic forces shaping your financial future. From rising tariffs to inflation’s relentless grip, we’ll explore how these factors impact everything—including the price of your morning eggs. Are we heading toward a recession? More importantly, how can you protect yourself and your wealth? Tune in as we unpack the realities of today’s economy and provide smart strategies to help you navigate uncertain times.
🔹 What tariffs mean for your wallet
🔹 Inflation’s true impact on everyday goods
🔹 Recession risks—should you be...
Duration: 00:22:15The Wealthwise Show Episode 50: CPI & PPI How To Invest?
Feb 28, 2025Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employers or affiliated organizations.
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. Always do your own research and consult with a licensed financial advisor or professional before making any...
Duration: 00:26:59The Wealthwise Show: Episode: 49 TIPS Bonds: Protecting Your Wealth from Inflation
Feb 21, 2025Inflation can erode your purchasing power, but TIPS (Treasury Inflation-Protected Securities) offer a way to keep your investments ahead of rising prices. In this episode of The WealthWise Show, we break down how TIPS bonds work, their unique benefits, and when they might be a smart addition to your portfolio. Are they truly a hedge against inflation? How do they compare to other fixed-income investments? Tune in as we explore the ins and outs of TIPS and help you make informed decisions about protecting your wealth.
Duration: 00:11:19The Wealthwise Show Episode 48: Buffered ETFs: Smoother Rides, Smarter Investing
Feb 14, 2025In this episode ofThe WealthWise Show, we dive into the world ofBuffered ETFs—a powerful tool designed to help investors manage risk while staying in the market. What exactly are Buffered ETFs? How do they work? And can they truly provide downside protection while still capturing upside potential? Join us as we break down the mechanics, benefits, and potential drawbacks of these innovative investment vehicles. Whether you're a seasoned investor or just starting out, this episode will equip you with the knowledge to decide if Buffered ETFs belong in your portfolio.
Duration: 00:25:42The Wealthwise Show Episode 47: Why Corporate Bonds Are The Winners
Jan 10, 2025m
Duration: 00:16:52The Wealthwise Show Episode 46: FOMC Interest Rates Plans 2025
Dec 20, 2024Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employers or affiliated organizations.
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. Always do your own research and consult with a licensed financial advisor or professional before making any investment decisions.<...
Duration: 00:26:55The Wealthwise Show Episode 45: Best Investment Books Of 2024
Dec 16, 2024Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employers or affiliated organizations.
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. Always do your own research and consult with a licensed financial advisor or professional before making any investment decisions.<...
Duration: 00:22:28The Wealth Wise Show Episode 44: Welcome Back!
Dec 06, 2024Podcast Disclaimer
The information provided in this podcast is for informational and educational purposes only and should not be considered financial, investment, or legal advice. Opinions expressed by the hosts and guests are their own and do not reflect the views of their employers or affiliated organizations.
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results. Always do your own research and consult with a licensed financial advisor or professional before making any investment decisions.
This...
Duration: 00:17:22The Wealthwise Show Episode 43: Strategies for Maximizing Your Tax Return: Insights from The Wise Investor
Feb 23, 2024
Join The Wise Investor on The WealthWise Show for a strategic guide on how to optimize your tax return and keep more of your hard-earned money in your pocket. In this episode, our experienced host shares valuable insights and practical tips to help you navigate the complex world of taxes and maximize your refund.
Discover smart strategies for minimizing taxable income, taking advantage of tax deductions and credits, and leveraging tax-advantaged accounts to their fullest potential. Whether you're a salaried employee, a small business owner, or a seasoned investor, this episode offers actionable advice tailored...
Duration: 00:23:39The Wealthwise Show Episode 42: Unlocking Options Mastery: Options Strategies and Demystifying Options Greeks
Feb 16, 2024Join The Wise Investor on The WealthWise Show for an in-depth exploration of advanced options strategies and the essential components that drive their dynamics. In this episode, our seasoned host delves into the world of covered calls, cash puts, and the intricate nature of option Greeks. Discover how covered calls offer investors the opportunity to generate income while potentially limiting downside risk, and explore the protective nature of cash puts in volatile markets. Additionally, gain a comprehensive understanding of option Greeks – delta, gamma, theta, vega – and how these metrics influence option pricing and strategy decisions. Whether you're a novice inve...
Duration: 00:27:24The Wealthwise Show Episode: 41 Decoding Options: A Wise Investor's Guide to Understanding the Basics
Feb 09, 2024
Join The Wise Investor on The WealthWise Show for an enlightening discussion on the fundamentals of options trading. In this episode, our experienced host unravels the complexities surrounding options, providing listeners with a clear understanding of what they are and how they work.
From calls to puts, explore the various types of options contracts and learn how they offer investors unique opportunities to manage risk and potentially enhance returns. Whether you're new to investing or looking to expand your knowledge, this episode serves as a comprehensive introduction to the world of options trading.
...
Duration: 00:24:21The Wealthwise Show Episode 40: Fed Rate Decoded & Covered Calls
Feb 02, 2024Join The Wise Investor on The WealthWise Show for a timely exploration of the latest Fed rate decision and a deep dive into the world of covered calls. In this episode, our experienced host breaks down the implications of the Federal Reserve's recent moves and shares practical insights on how investors can leverage covered calls to navigate changing market conditions. Discover how interest rates impact investment strategies and explore the art of using covered calls as a powerful tool in your financial arsenal. Whether you're a seasoned trader or looking to enhance your investment skills, this episode provides valuable...
Duration: 00:24:25The Wealthwise Show Episode 39: Navigating the Financial Landscape: The Wise Investor's Guide to Monetary Policy, Discount Rates, and Reserve Requirements
Jan 26, 2024
Embark on a journey of financial wisdom with The Wise Investor on The WealthWise Show. In this episode, our seasoned host unravels the intricacies of monetary policy, discount rates, and reserve requirements, shedding light on why these elements are paramount for every investor to comprehend. Explore how central banks use these tools to influence economic conditions, interest rates, and overall financial stability.
Whether you're a seasoned financial veteran or just beginning to navigate the markets, this episode provides a comprehensive guide to understanding the nuances of monetary policy. Join The Wise Investor for an insightful...
Duration: 00:11:47The Wealthwise Show Episode 38: Mastering the Markets: The Wise Investor's Insight into Monetary Policy & Open Market Operations
Jan 19, 2024
Unlock the mysteries of monetary policy and open market operations with The Wise Investor on The WealthWise Show. In this episode, our expert host delves into the intricacies of how central banks shape economic landscapes. Discover the importance of monetary policy, its impact on interest rates, and the role of open market operations in steering financial markets.
Whether you're an experienced investor or a financial novice, understanding these fundamental concepts is key to navigating the complexities of the global economy. Join The Wise Investor for a deep dive into the mechanisms that drive monetary policy...
Duration: 00:17:30The Wealthwise Show Episode 37: Demystifying the CPI: A Wise Investor's Guide to Reading the Consumer Price Index
Jan 12, 2024
Join The Wise Investor on The WealthWise Show for a masterclass in deciphering economic signals. In this episode, our seasoned host unravels the intricacies of the Consumer Price Index (CPI), providing a step-by-step guide on how to read and interpret this influential economic report. Discover the key components that shape the CPI, understand how inflationary pressures are measured, and gain insights into the implications for your investments and financial decisions.
Whether you're a seasoned financial expert or a novice looking to enhance your economic literacy, this episode equips you with the tools to navigate the...
Duration: 00:17:16The Wealthwise Show Episode 36: Economic Indicators Unveiled: Navigating Non-Farm Payrolls and CPI with The Wise Investor
Jan 08, 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 ep...
Duration: 00:25:21The Wealthwise Show Episode 36: Economic Indicators Unveiled: Navigating Non-Farm Payrolls and CPI with The Wise Investor
Jan 08, 2024On 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, th...
Duration: 00:25:20The WealthWise Show Episode 35 : Navigating Small Caps Inside the Russell 2000 with The Wise Investor
Dec 29, 2023Step into the world of small-cap stocks with The Wise Investor on The WealthWise Show, as we unravel the intricacies of the Russell 2000. In this episode, our host breaks down what the Russell 2000 is and why it holds a unique place in the financial landscape. Explore the selection criteria for its components, the methodology behind its calculation, and discover why it's considered a key indicator of the health of small-cap stocks. Whether you're a seasoned investor looking to diversify or a newcomer eager to understand market dynamics, this episode provides valuable insights into the workings of the Russell 2000. Join...
Duration: 00:21:13The WealthWise Show Episode: 34 Mastering the Dow: Unraveling the Mysteries of Market Barometer
Dec 22, 2023Welcome to The WealthWise Show, where The Wise Investor takes the reins to demystify the Dow Jones Industrial Average in an episode that's as enlightening as it is essential. In this installment, we embark on a journey to understand what the Dow is, its historical significance, and the intricate mechanisms that drive this iconic market barometer. From the selection process of its components to the calculation methodology, our host provides a comprehensive guide to how the Dow Jones operates and why it's a pivotal benchmark in the world of finance. Whether you're a seasoned investor or just starting to...
Duration: 00:25:12The Wealthwise Show Episode 33: Decoding the NASDAQ: Unveiling the Secrets of Tech Wealth
Dec 15, 2023Join 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...
Duration: 00:30:11The Wealthwise Show Episode 32: Demystifying the S&P 500: Understanding the Basics Part 2
Dec 08, 2023Welcome to The WealthWise Show, your portal to financial enlightenment! In this episode, we're unraveling the mysteries behind one of the most renowned stock market indices: "Demystifying the S&P 500: Understanding the Basics."
Hosted by The Wise Investor, we'll take you on a journey through the fundamentals of the S&P 500, helping you grasp its significance in the world of investing.
Tune in to explore:
What the S&P 500 is and why it's considered a barometer for the U.S. economy. The 500 companies that make up this index and how they're... Duration: 00:30:06The Wealthwise Show Episode 31: Demystifying the S&P 500: Understanding the Basics Part 1
Dec 01, 2023Welcome to The WealthWise Show, your portal to financial enlightenment! In this episode, we're unraveling the mysteries behind one of the most renowned stock market indices: "Demystifying the S&P 500: Understanding the Basics."
Hosted by The Wise Investor, we'll take you on a journey through the fundamentals of the S&P 500, helping you grasp its significance in the world of investing.
Tune in to explore:
What the S&P 500 is and why it's considered a barometer for the U.S. economy. The 500 companies that make up this index and how they're... Duration: 00:20:09The Wealthwise Show Episode 30: How Business Loans Affect Your Personal Credit
Nov 24, 2023Welcome to The WealthWise Show, your go-to source for valuable insights on managing your finances. In this episode, we're diving into a topic that's crucial for entrepreneurs and business owners: "How Business Loans Affect Your Personal Credit."
Hosted by The Wise Investor, we'll guide you through the intricate relationship between business finances and your personal credit score.
Join us as we explore:
The key differences between personal and business credit. How business loans can impact your personal credit score, both positively and negatively. Strategies to maintain a healthy personal credit score... Duration: 00:22:09The Wealthwise Show Episode 29: 10 Common Financial Mistakes to Avoid
Nov 17, 2023Welcome to The WealthWise Show, your trusted source for financial wisdom and guidance. In today's episode, we'll be your roadmap to a more secure financial future as we delve into "10 Common Financial Mistakes to Avoid."
Hosted by The Wise Investor, we'll unravel the pitfalls that can hinder your financial success and explore how to steer clear of them.
Tune in to discover:
How to sidestep common budgeting blunders that can lead to financial stress.
The dangers of overspending and tips for cultivating...
Duration: 00:24:58The Wealthwise Show Episode 28: Teaching Kids About Credit Cards: A Guide for Parents
Nov 10, 2023Welcome to The WealthWise Show, the podcast that's all about securing your financial future! In this enlightening episode, we'll be your guide on an essential journey for parents: "Teaching Kids About Credit Cards."
Hosted by The Wise Investor, we'll explore the ins and outs of introducing your children to the world of credit cards. Discover why it's crucial to equip your kids with the knowledge and skills they need to navigate this financial tool responsibly.
Join us as we discuss:
The fundamentals of credit...
Duration: 00:18:34The Wealthwise Show Episode 27: Everyday Activities for Teaching Kids About Money
Nov 03, 2023Welcome 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...
Duration: 00:21:58The WealthWise Show Episode 26: Retirement Revolution: Building Your Future Without a 401(k)
Oct 27, 2023On 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...
Duration: 00:22:20The Wealthwise Show Episode 25: Deciphering Your Retirement: 401(k) vs. IRAs
Oct 20, 2023Join 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!
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Duration: 00:19:34The WealthWise Show Episode 24: Safeguarding Your Wealth: Strategies to Protect Against Inflation
Oct 13, 2023Welcome 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...
Duration: 00:27:50The WealthWise Show Episode 23: Generating Passive Income: Exploring Stocks, Bonds, REITs, and Online Ventures
Oct 06, 2023Welcome 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...
Duration: 00:28:10The Wealwise Show Episode 22: Mastering the Art of Due Diligence: Unveiling Stock Investment Insights
Sep 29, 2023Welcome 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...
Duration: 00:31:32The Wealthwise Show Episode 21 - Navigating the Pitfalls: Overconfidence Bias in Trading and Investing
Sep 22, 2023In this episode of *The Wealthwise Show*, we delve into a fascinating and crucial aspect of trading and investing – the overconfidence bias. Hosted by The Wise Investor, this episode brings you a deep exploration of how overconfidence bias can influence decision-making and outcomes in the financial world.
Overconfidence bias is a psychological phenomenon that can lead traders and investors to overestimate their abilities, make overly optimistic predictions, and underestimate risks.
Throughout the episode, we uncover real-world examples of overconfidence bias leading to both triumphs and disasters in the financial ma...
Duration: 00:29:55The Wealthwise Show Episode 20 - Investing In Commodities For Diversification & Potential
Sep 15, 2023Welcome to "The WealthWise Show" with your host, The Wise Investor! In this insightful episode, we explore the captivating world of investing in commodities—a powerful strategy to diversify your portfolio, pursue potential gains, and navigate the unique risks inherent in this asset class. Commodities, from precious metals like gold and silver to essential resources like oil and agricultural products, have a long history of providing investors with valuable diversification benefits. Join The Wise Investor as they shed light on the fundamental reasons why incorporating commodities into your portfolio can be a game-changer. Learn how commodities can act as a he...
Duration: 00:25:02The Wealthwise Show Episode 19 - Early Investing, Why Investing Early For Kids Will Give Them a Advantage.
Sep 08, 2023Welcome to a special and heartwarming episode of "The WealthWise Show" hosted by The Wise Investor! In this episode, we delve into a topic close to every parent's heart: the incredible importance of investing early for kids and the profound advantages it bestows upon them throughout life. As parents, we all wish to provide our children with the best possible start in life, and financial education is a precious gift that lasts a lifetime. Join us as The Wise Investor sheds light on how investing early sets the stage for a brighter and more prosperous future for the young ones...
Duration: 00:18:26The Wealthwise Show Episode 18 - Investing With a Small Amount Of Cash How?
Sep 01, 2023Welcome to "The WealthWise Show" hosted by The Wise Investor! In this episode, we embark on an inspiring journey that proves you don't need a fortune to start building wealth. Join us as we explore the world of investing with a small amount of cash and how it can lay the foundation for your financial future. Many believe that substantial wealth is a prerequisite for investing, but The Wise Investor is here to debunk that myth. We'll showcase how even a modest sum can be the catalyst for long-term prosperity when approached with strategic vision and determination. Throughout the episode...
Duration: 00:22:45The Wealthwise Show Episode 17 - Maximizing Profits By Minimizing Investment Expenses & Fees
Aug 25, 2023Welcome to a game-changing episode of "The WealthWise Show" hosted by The Wise Investor! Today, we uncover a powerful strategy that can significantly boost your investment profits: understanding how to maximize gains by minimizing expenses and fees. Join us as The Wise Investor reveals the hidden costs that can erode your investment returns, such as management fees, brokerage commissions, and administrative charges. In this eye-opening episode, you'll learn how seemingly small expenses can have a substantial impact on your long-term wealth accumulation. The Wise Investor will walk you through a comprehensive analysis of expense ratios in mutual funds, exchange-traded funds...
Duration: 00:26:32The Wealthwise Show Episode 16 - Building a Balanced Portfolio with Fixed-Income Investments
Aug 18, 2023Welcome back to "The WealthWise Show" with your host, The Wise Investor! In this episode, we embark on a captivating exploration of fixed income investments and how they play a pivotal role in building a balanced and resilient portfolio. In the ever-changing landscape of financial markets, finding stability and security is paramount, and fixed income investments offer just that. Join The Wise Investor as they shed light on the world of bonds, certificates of deposit (CDs), and other fixed income instruments that provide a steady stream of income and capital preservation. Discover how fixed income investments act as a counterbalance...
Duration: 00:16:46The Wealthwise Show Episode 15 Navigating Investment Asset Classes and Risk
Aug 11, 2023Welcome to another enlightening episode of "The WealthWise Show" hosted by The Wise Investor! Today, we embark on a journey through the fundamentals of investing in different asset classes and the inherent risks associated with each. Investing is the key to financial growth and security, but understanding the diverse range of asset classes can be daunting for many. Fear not, as The Wise Investor is here to simplify and demystify the world of investments, making it accessible to everyone, from seasoned investors to beginners taking their first steps. In this episode, we explore the major asset classes, such as stocks...
Duration: 00:29:06The Wealthwise Show Episode 14 - Understanding Fund Expense Ratios To Maximize Profits
Aug 04, 2023Welcome to "The WealthWise Show," where we bring you the most insightful and savvy financial advice hosted by the one and only, The Wise Investor. In this episode, we delve into a crucial aspect of investing that can significantly impact your profits: understanding a fund's expense ratios. Join us as The Wise Investor takes you on an enlightening journey through the world of expense ratios and how they can play a pivotal role in maximizing your investment returns. Whether you're a seasoned investor or just beginning to explore the world of finance, this episode promises to equip you with...
Duration: 00:19:54The Wealthwise Show Episode 13 Unleashing the Power of Covered Call Writing
Jul 28, 2023Welcome to another enlightening episode of "The WealthWise Show"! In this installment, we delve into the fascinating world of "Covered Call Writing," a powerful strategy that can help you enhance your investment portfolio and generate steady streams of income. Join our expert host The Wise Investor, as they guide you through the ins and outs of covered call writing, demystifying this sophisticated technique for both seasoned investors and newcomers alike. You'll gain a comprehensive understanding of what covered call writing entails, how it works, and why it has become such a popular choice among investors seeking to bolster their financial...
Duration: 00:21:39The WealthWise Show Episode 12: Unlocking Financial Success: The Power of a Financial Advisor
Jul 21, 2023On this enlightening episode of The WealthWise Show, we delve into the significance of having a trusted financial advisor and explore the numerous benefits they bring to your financial journey. Join our hosts as they unravel the key role a financial advisor plays in helping individuals and families achieve their long-term financial goals. We begin by examining the fundamental importance of professional guidance in navigating the complex landscape of personal finance. Our expert hosts shed light on the common financial challenges individuals face and how a skilled advisor can provide personalized solutions tailored to specific needs and aspirations. Through engaging...
Duration: 00:25:10The WealthWise Show Episode 11 Exploring Bonds: Building a Diversified Portfolio
Jul 14, 2023Join us on The WealthWise Show as we delve into the world of bonds and discover how they can play a crucial role in constructing a diversified investment portfolio. In this episode, our expert hosts will guide you through the various types of bonds and shed light on their unique characteristics and potential benefits.
We begin by demystifying the fundamentals of bonds, explaining their purpose and function in the financial markets. From government bonds to corporate bonds and municipal bonds, we'll examine each type, highlighting their distinct features and risk profiles. Our hosts will help you understand...
Duration: 00:24:53The WealthWise Show Episode 10: Unraveling the ABCs of Retirement Savings - 401(k), 403(b), IRA, and Roth IRA
Jul 07, 2023Retirement planning can be a complex and overwhelming endeavor, but fear not! Our goal today is to demystify these retirement vehicles and equip you with the knowledge to make informed financial decisions. In this episode of The WealthWise Show, we'll dive headfirst into the essential retirement savings options available to individuals: the 401(k), 403(b), IRA, and Roth IRA. Together, we'll explore the features, benefits, and considerations of each account, helping you understand which one might be the best fit for your financial goals.
In the first segment, we explore the 401(k) and 403(b) retirement...
Duration: 00:41:56The Wealthwise Show Episode 9: Exploring the Florida Deferred Retirement Option Program (DROP) A Wealthwise Perspective
Jul 04, 2023Join us on The Wealthwise Show as we dive into the intricacies of the Florida Deferred Retirement Option Program (DROP) and uncover the financial opportunities it presents for state employees. In this enlightening episode, we will explore the inner workings of DROP and its potential impact on retirement planning.
Our Host The Wise Investor will share invaluable insights and guide us through the nuances of DROP. We will gain a comprehensive understanding of how DROP operates, its eligibility criteria, and the key benefits it offers to Florida state employees.
During this episode...
Duration: 00:17:06The WealthWise Show Episode 8: Mutual Funds and ETFs Are They Worth It?
Jun 30, 2023Demystifying Mutual Funds and ETFs: Unlocking the Power of Investment Vehicles
In this episode, we dive into the world of investment vehicles and demystify two popular options: mutual funds and exchange-traded funds (ETFs). Whether you're a seasoned investor or just starting your journey, understanding these financial instruments is essential to making informed investment decisions.
We begin by breaking down the basics of mutual funds. Discover how these pooled investment funds gather money from multiple investors to create a diversified portfolio managed by professionals. Explore the various types of mutual...
Duration: 00:31:58The WealthWise Show Episode 7: Did You Account For Stocks?
Jun 23, 2023What Are Stocks? What accounts can you use for them? Join our knowledgeable host, as they break down the essential components of stock and the accounts they can be stored in.
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. (If applicable) 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 (if applicable).
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The WealthWise Show Episode 6: Stocks, Questions, Answers
Jun 16, 2023we delve into the fascinating world of stock research, unlocking the secrets that can lead to investment success
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. (If applicable) 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 (if applicable).
Duration: 00:29:23
The WealthWise Show Episode 5: Unraveling the Economic Landscape: Fed Fund Rate, CPI, and Sector Rotation
Jun 11, 2023In this thought-provoking episode, we delve deep into the intricacies of the economy, exploring three fundamental pillars: the Federal Funds Rate, Consumer Price Index (CPI), and Sector Rotation. Join us as we unravel the complexities surrounding these key economic concepts and gain a comprehensive understanding of their impact on financial markets and our everyday lives.
First, we explore the Federal Funds Rate, a crucial tool employed by the U.S. Federal Reserve to regulate monetary policy. Our expert guests shed light on how this interest rate influences borrowing costs, stimulates or slows down economic activity, and maintains...
Duration: 00:32:28The WealthWise Show Episode 4: 529 Plans, Nvidia, AI, Wait?
Jun 09, 2023Join us in this insightful episode as we delve into the fascinating world of financial planning, cutting-edge technology, and the virtue of patience. In this episode, we explore three intriguing topics that have the potential to shape our future. First, we unravel the mysteries of 529 plans a powerful tool for saving and investing in education. Next, we dive into the world of artificial intelligence with a special focus on NVIDIA's groundbreaking advancements. As AI continues to revolutionize various industries, we explore how NVIDIA's cutting-edge technology is transforming the landscape of AI research and applications. Uncover the incredible potential of...
Duration: 00:24:10The WealthWise Show Episode 3 - Apple's Eventful News Day: Unveiling Exciting Developments and Innovations
Jun 06, 2023Welcome to our latest episode, where we delve into the eventful news day surrounding tech giant Apple. Yesterday's highly anticipated announcements left tech enthusiasts buzzing with excitement, as Apple revealed groundbreaking developments and innovations across their product lineup. Join us as we dissect the key highlights and discuss their potential impact on the industry.
In this episode, we kick things off by exploring Apple's latest advancements in their flagship iPhone series. From enhanced camera capabilities to cutting-edge display technology, we examine the features that set the new iPhones apart and analyze how they might...
Duration: 00:32:47The WealthWise Show Episode 2 : Tipping Point: Navigating the Possibility of a US Default
Jun 01, 2023In this gripping episode of The WealthWise Show, we delve deep into the looming specter of a potential US default and the far-reaching implications it holds for the global economy. As the United States, the world's largest economy, stands on the precipice of a financial crisis, join us as we unravel the complexities and consequences of such a catastrophic event.
We begin by examining the fundamentals of a US default and the factors that contribute to this perilous situation. Our expert guests, including renowned economists and financial analysts, share their insights and shed light...
Duration: 00:19:35The WealthWise Show Episode 1 : Very Bonds
May 29, 2023Join us as we dive into the fascinating world of US bonds, exploring their significance, benefits, and impact on individuals.
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. (If applicable) 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 (if applicable).