Be Wealthy & Smart

Latest Episodes:

098: Better Money Habits for Millennials Nov 19, 2015

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Learn how to have better money habits, why Millennials are the first generation to be so stressed about money and how better money habits can help.

097: Venture Capital Funding of Instavest Oct 30, 2015

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Learn all about venture capital funding and how and when to get it, from Saleem Khatri of Instavest. Hear his story and learn about Y Combinator, the venture capital firm that invested in Instavest.

096: How to Trade Stock Options with Kirk Du Plessis Oct 19, 2015

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Learn what options are and why trade them, strategies that are conservative and Kirk's real experience with the real estate tax cycle increasing.

095: Interview About Fixed Indexed Annuities Sep 29, 2015

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Learn about Fixed Indexed Annuities and the Indexed Annuity Leadership Council with Crystal Cooper.

094: Interview with James Turk, Co-Author of The Money Bubble: What to Do Before it Pops Aug 14, 2015

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Learn from James Turk, co-author of The Money Bubble: What to do before it pops and The Coming Collapse of the Dollar. How government debt got out of control, why what is happening in Greece will eventually happen in the US and many other countries around the world, why the crisis that happened in 2008 will happen again, what "real wealth" is and what "financial wealth" is, how Goldmoney.com was devised in 1979 before the technology for it existed, future forms of currency and e-commerce, what Goldmoney.com is, what BitGold is, how currency evolves over time, the next global online commerce, and James' predictions for gold prices and mining stocks.

093: 5 Reasons Economic Cycles and Bubbles Say Not to Buy Real Estate Now Aug 08, 2015

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How to analyze if real estate is a good investment right now, how to recognize the peak of a bubble and how to understand investment cycles.

One of the investing secrets of billionaires is that they don't look in the rear view mirror, they look forward to the future to make investment decisions.

092: The #1 Rule for Building (and Keeping) Wealth Jul 29, 2015

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The #1 Rule for Building (and Keeping) Wealth - if you understand it and master it, you're on your way to creating millions. Violate this rule and it will be very difficult to maintain wealth.

091: 5 Things to Do Before Buying a Home Jul 18, 2015

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Learn 5 things to do before purchasing a home, why the debt snowball is not the method to use to improve credit quickly, and how to find a loan officer.

090: Why NOT to Invest in 5-Star Rated Mutual Funds Jul 08, 2015

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Learn why 5 star rated mutual funds are not all they are cracked up to be, the dirty little secret Wall Street doesn't want you to know, and what mutual funds will actually perform best.

According to a study done by Vanguard, in a three year period, the lowest rated funds actually generated the greatest excess returns, while the highest rated funds generated the least! 5-star funds performed the worst over the next 3 years and 1, 2, or 3 star rated funds performed the best!

Vanguard's study also demonstrated that, "an investor had less than a 50–50 shot of picking a fund that would outperform regardless of its rating at the time of the selection."

In 1966, the economist William Sharpe (the well-resected researcher that the Sharpe Ratio is named after) stated, "all other things being equal, the smaller a fund's expense ratio, the better results obtained by its stock holders."

089: Investing in Collectibles Jun 23, 2015

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Learn about investing in sports cars and watches. I answer a listener's question and tell you my personal story about how I bought a collector car.

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