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Gentleman Speculator — Investing
Gentleman Speculator

Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC.

www.gentlemanspeculator.com

Latest Episodes:

Why UBI Will Not Bail Us Out | Antony Sammeroff May 12, 2021

Show notes

Andy Flattery interviews Antony Sammeroff, author of "Universal Basic Income - For and Against."
Show notes for this episode-
https://simplewealthkc.com/18

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

Can Millennials Trust Financial Advisors? | Bryan Gum Apr 14, 2021

Show notes

Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances.
Show notes & transcript for this episode-
https://simplewealthkc.com/16

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is from Andy Flattery
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

Rudyard Kipling's "If" & Being Fearful When Others are Greedy Mar 10, 2021

Show notes

I read the poem "If" by Rudyard Kipling and offer some brief commentary on why this poem is timely for investors right now.
Show notes for this episode-
https://simplewealthkc.com/if

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
The intro song is Ryan O'Connor's. Talented dude.

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

Investing In a Local Small Business | Ben Olsen Feb 10, 2021

Show notes

Ben Olsen of the DVS Group makes the case for why buying a private small business can be an attractive opportunity.
Show notes for this episode-
https://simplewealthkc.com/ben

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is from Andy Flattery
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

Concentrated Investing for the Rest of Us | Brandon Reed Jan 13, 2021

Show notes

Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS.
Show notes for this episode-
https://simplewealthkc.com/concentrated

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

How Would Warren Buffett Invest if He Were Starting Today? | Ryan O'Connor Dec 09, 2020

Show notes

Ryan O'Connor is the Founder and Portfolio Manager at Crossroads Capital, a Private Investment Partnership based out of Kansas City, MO. In this conversation, Ryan tells me the story of why he is (successfully) running an investment fund modeled after Warren Buffett's early partnership.
Show notes for this episode-
https://simplewealthkc.com/ryan

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
The intro song is Ryan O'Connor's. Talented dude.

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

How to pay for your dream home rehab | Eddie & Katlin Van Buskirk Nov 18, 2020

Show notes

Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City.
Show notes for this episode-
https://simplewealthkc.com/lexington

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity.

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

The Best (and Worst) Financial Advisors in Movies Oct 21, 2020

Show notes

Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors.
Commentary is offered on these films -
Groundhog Day
The Wolf of Wall Street
Glengarry Glen Ross
Wall Street
Moneyball
Show notes for this episode-
https://simplewealthkc.com/worth-the-money/

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity.

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

KC Stories: Black Swans & Buried Treasure Sep 23, 2020

Show notes

Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse.
Here's a story for my KC friends about the civil war, buried treasure, and the building of our city.
Show notes for this episode-
simplewealthkc.com/donnelly

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

Creating the Naval Ravikant Book | Eric Jorgenson Sep 16, 2020

Show notes

Eric Jorgenson did something incredible with his book "The Almanack of Naval Ravikant: A Guide to Wealth and Happiness." Eric curated the best of Naval’s wisdom from twitter, podcasts, and writings into one resource. I was only vaguely familiar with Naval’s work prior to reading the book and am grateful that Eric created the resource for learning more about him.
Naval Ravikant is the founder of Angel List, an early stage investor in companies like Twitter and Uber, and has one more popular Twitter accounts that I have seen. He's known for his thoughts on investing, entrepreneurship, crypto, and wealth.
Show notes for this episode-
simplewealthkc.com/eric

Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter

Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity.

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

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