Fun Money Podcast: Recent Episodes
Josh Hargrove & Ross Powell
Two financial planners giving money a sense of humor and putting fun in fu-nance. Listening to the conversations between these two advisors will make your financial education a pleasurable experience. Fun Money podcast is solely for informational purposes. All information shared should be viewed as general in nature. Individuals should seek the advice of a professional for all tax, legal, and financial help for their specific situation. Insight Wealth Partners, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investment involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place.
In this episode of the Fun Money Podcast, Josh & Ross discuss some highlights of the new Secure Act 2.0
To connect with Josh, visit: joshhargrove.com
To connect with Ross, visit: rosspowellcpa.com
Currently Listening:
Ross – Daniel Pink's: The Power of Regret
Josh – Damned Anthem
When should you consider replacing your life or disability insurance? In this episode of the Fun Money Podcast, Josh & Ross discuss when and how to replace insurance.
To connect with Josh, visit: joshhargrove.com
To connect with Ross, visit: rosspowellcpa.com
Currently Listening:
Ross – Castlevania theme
Josh – Green Lights - Matthew McConaughey
Josh & Ross continue their interview with Apollo Crypto & Eastedge Studios CEO, Matt Johnson, about Cryptocurrency - trends, investing, and the future.
For more on...
Apollo Crypto: https://www.apollocrypto.org
EastEdge Studios: https://eastedgestudios.com/
To connect with Josh, visit: joshhargrove.com
To connect with Ross, visit: rosspowellcpa.com
Currently Listening:
Ross – Taylor Swift
Josh – "Wannabe Scores"
In this episode of the Fun Money Podcast, Josh & Ross interview Apollo Crypto & Eastedge Studios CEO, Matt Johnson, about Cryptocurrency - trends, investing, and the future.
For more on...
Apollo Crypto: https://www.apollocrypto.org
EastEdge Studios: https://eastedgestudios.com/
To connect with Josh, visit: joshhargrove.com
To connect with Ross, visit: rosspowellcpa.com
Currently Listening:
Ross – Key Changes that Key Changed my life
Josh – Jock Jams
Matt - Metallica
In this episode of the Fun Money Podcast, Josh & Ross discuss 10 ways to increase contentment and have more control over your finances and spending habits.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Michelle Obama's Becoming - https://www.audible.com/pd/Becoming-Audiobook/B07B3BCZ9S
Josh – Guitar Solos - https://open.spotify.com/track/3YRCqOhFifThpSRFJ1VWFM
In this episode of the Fun Money Podcast, Josh & Ross discuss what your 401k calculator is telling you, how it can differ from reality, and how to more accurately plan for retirement.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Ghost Stories by Coldplay -https://open.spotify.com/album/2G4AUqfwxcV1UdQjm2ouYr
Josh – Various Songs with DJ Software
In this episode of the Fun Money Podcast, Josh & Ross discuss inheritance, how to maximize the amount received, and how to discuss inheritance with your family.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Grammy Award Winning Album of the Year - https://www.grammy.com/awards
Josh –Dominion by Skillet - https://open.spotify.com/artist/49bzE5vRBRIota4qeHtQM8
In this episode of the Fun Money Podcast, Josh & Ross talk about ESG (environmental, social, and corporate governance), whether you should give importance to funds that are "certified" in these areas, and what it even means to have a fund certified in ESG.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Red Hot Chili Peppers - https://open.spotify.com/artist/2Hkut4rAAyrQxRdof7FVJq
Josh – Sting and The Police - https://open.spotify.com/artist/0Ty63ceoRnnJKVEYP0VQpk and https://open.spotify.com/artist/5NGO30tJxFlKixkPSgXcFE
In this episode of the Fun Money Podcast, Josh & Ross talk about longevity risk and how to avoid running out of money in retirement, particularly when considering the increasing life span of people. They discuss ways to mitigate this risk, such as annuities and planning for the future.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Voodoo Child by Jimi Hendrix - https://open.spotify.com/track/2AxCeJ6PSsBYiTckM0HLY7
Josh – John Lucas - https://open.spotify.com/artist/7iEy8zKFtlYIINaxxLIyBk
In this episode of the Fun Money Podcast, Josh & Ross talk about three different topics that affect your children, including kiddie tax, employing your child, and Roth IRA's.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Ain't No Sunshine - https://open.spotify.com/track/1k1Bqnv2R0uJXQN4u6LKYt
Josh – Green Day - https://open.spotify.com/album/4uG8q3GPuWHQlRbswMIRS6
In this episode of the Fun Money Podcast, Josh & Ross discuss (and debate) the top ten guidelines to follow for good financial health, including topics such as debt and when to buy a house.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – EDM - https://open.spotify.com/album/0BqURnT3y12BQqlypGTiyi
Josh – Creed - https://open.spotify.com/artist/43sZBwHjahUvgbx1WNIkIz
In this episode of the Fun Money Podcast, Josh & Ross talk about the necessity of health insurance, discuss the common terms used when discussing health insurance, and detail some different kinds of health insurance.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Saturday in the Park -https://open.spotify.com/track/6suCI1pLqqvVVLLvLzjoKc
Josh – Symphonic Music - https://open.spotify.com/artist/5yD73qOOW6Eb5bc8OZ5vZn
In this episode of the Fun Money Podcast, Josh & Ross discuss how to interpret and analyze your portfolio's performance, what it means to have a benchmark, and how to systematically keep your portfolio on track with your strategy.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Kanye West - https://open.spotify.com/album/0FgZKfoU2Br5sHOfvZKTI9
Josh – 90's Grunge Rock - https://open.spotify.com/artist/64tNsm6TnZe2zpcMVMOoHL
In this episode of the Fun Money Podcast, Josh & Ross talk about which shares you should sell for tax purposes, how the tax system works depending on when you sell your shares, and how psychological obstacles can influence rational decision making, especially with finances.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Chris Isaak - https://open.spotify.com/artist/7290H8m1Dwt8G7jm1y9CQx
Josh –Twin Flames - https://www.audible.com/pd/ITEM_NAME-Podcast/B08LNRK18R
In this episode of the Fun Money Podcast, Josh & Ross discuss the intricacies of debt, including when it is okay to have debt, what things to keep in mind when taking on debt, and the best way to reduce your risk overall.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Dad Rock - https://open.spotify.com/artist/0rvjqX7ttXeg3mTy8Xscbt
Josh – David Bowie - https://open.spotify.com/artist/0oSGxfWSnnOXhD2fKuz2Gy
In this episode of the Fun Money Podcast, Josh & Ross talk about their strategy of synthetic equity, a newer way of building a portfolio that involves call options and bonds, rather than the traditional mixture of stocks and bonds, which is overwhelmingly more common. They detail their personal experiences of success with synthetic equity, as well as how it differs from common strategies.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – The Lion, the Witch and the Wardrobe - https://www.audible.com/pd/The-Lion-the-Witch-and-the-Wardrobe-Audiobook/B002V1NHJ2
Josh – Phil Collins - https://open.spotify.com/artist/4lxfqrEsLX6N1N4OCSkILp
In this episode of the Fun Money Podcast, Josh and Ross discuss depreciation recapture and how it can relate to real estate and tax.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Tom Petty - https://open.spotify.com/artist/2UZMlIwnkgAEDBsw1Rejkn
Josh – The Fame - https://open.spotify.com/artist/6SFIeL1DTqaaO5zKg9999K
In this episode of the Fun Money Podcast, Josh & Ross talk about how bonds work and why bonds are currently down.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Summertime by Will Smith and DJ Jazzy Jeff - https://open.spotify.com/track/3NHfaIO3ELy1nm9tpMwzp9?si=32b90d85e5f54921
Josh – 80's music inspired by Stranger Things - https://open.spotify.com/track/29d0nY7TzCoi22XBqDQkiP?si=d7f2be078a404241
In this episode of the Fun Money Podcast, Josh and Ross discuss the details of a Roth IRA conversion, and whether it is advantageous to do so during this economic downturn. They also discuss the dangers of jumping to conclusions, especially with financial decisions.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Inheritance Games - https://www.audible.com/pd/Inheritance-Games-Audiobook/154916046X
Josh – 13 Hours in Benghazi - https://www.audible.com/pd/13-Hours-Audiobook/B00MMHE384
In this episode of the Fun Money Podcast Josh & Ross talk about the essential thoughts of the why, when, and who of evaluating your business. For any small business, this is critical to the success of your financial planning, and we hope you give this episode a listen and contact us if you have any questions.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Dolly Parton - https://open.spotify.com/artist/32vWCbZh0xZ4o9gkz4PsEU?si=PIZnq9hbSmK1gmrMMn0IKw
Josh – Pirate Songs - https://open.spotify.com/track/65dzaZqMOZadoKteEzzkuE?si=7d35ddc040f8494a
Ross and Josh review 10 questions suggested to potential buyers of financial advice. They work through the list giving their answers as well as evaluating why each question is important.
See the article here: https://www.nerdwallet.com/article/investing/10-questions-ask-financial-advisor
Currently Listening:
Josh's Playlist - Jock Jams (Kris Kross, POD, Nirvana, Muse, etc.)
Chill Covers - https://open.spotify.com/playlist/37i9dQZF1DWXnscMH24yOc
Connect with Josh via: joshhargrove.com
Connect with Ross via: rosspowellcpa.com
Josh and Ross take this episode to talk about what NUA's are, why they matter, and how to get the most benefit available if you have these specific types of assets.
Currently Listening
Superman Soundtrack - https://open.spotify.com/album/7Hlfql6zSPcQGyZZ6TY5jO
The Beatles - https://open.spotify.com/playlist/37i9dQZF1DXdLtD0qszB1w
To connect with Josh please visit: joshhargrove.com
To connect with Ross please visit: rosspowellcpa.com
Have you ever had a sneaking suspicion that you did something wrong with your 401k? Probably, because you probably did. Never fear! Josh and Ross are here! People make mistakes with their 401k ALL THE TIME! On today's episode, our hosts discuss the five most common mistakes they see, from investment selection to account type and more.
Currently Listening:
- Josh - Latin Playlist (Artists include: Gente de Zona, Marc Anthony, Enrique Iglesias, and more)
- Ross - 90s Ballads (Artists include: Celine Dion, Seal, R.E.M., Savage Garden, and more)
Click here to connect with Josh
Click here to connect with Ross
Everyone is feeling the sting of inflation. From groceries to gas, prices have gone up dramatically. It affects each family differently, but one question on the front of many people's minds is how do I get my income to match the rising cost of living? Asking for a raise involves both good timing and good rationale. On today's episode, Josh and Ross share some insight on broaching this discussion with your employer.
Currently Listening:
- Josh - Enya
- Ross - Dune Playlist (Hans Zimmer)
Click here to connect with Josh:
Click here to connect with Ross
There is a new law in the works that has some interesting financial effects. Josh and Ross unpack a few of these including student loan payment 401(k) match, automatic enrollment, automatic increased contributions, updated Required Minimum Distributions, and several other provisions included in the bill.
If you would like, you can read more about it here: https://www.kiplinger.com/retirement/retirement-plans/602821/secure-act-2
Currently Listening:
Josh - His kids.
Ross - Deadmau5 - https://open.spotify.com/album/0jIGcf2ycn8eLfXhD3J5Ny
Special Guest Robert Daniels, pastor of Christ Freedom Church, joins Ross and Josh on the podcast this week to talk about money and the Bible. A bit of a longer episode this week, but a great conversation on making financial decisions with peace.
Currently Listening :
Robert - H.E.R. - https://open.spotify.com/artist/3Y7RZ31TRPVadSFVy1o8os
Josh - John Lucas - https://open.spotify.com/artist/7iEy8zKFtlYIINaxxLIyBk
Ross - Prince - Nothing Compares to You - https://open.spotify.com/album/3aUBbb6wNmvd4HOHhasOaf?highlight=spotify:track:70Ukvwcp6LkgfRiuUhGV7l
Join us this week as we talk about an interesting behavior that can make a difference in your investment success… checking your investment account. We discuss how checking too often or not often enough can lead you to having too narrow a view of your strategy or not rebalancing when you should.
Currently Listening:
Josh - Ghost
Ross - Yakety Sax
It's tax season, and guess what's on everyone's mind. Taxes! Wait...ok, that was obvious. Leveraging his experience as a CPA, host Ross Powell comes at you with some common tax mistakes people make and how to avoid them.
Articles and links referenced in this episode:
- https://quickbooks.intuit.com
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Linkin Park, "Hybrid Theory"
Josh – Various metal artists (White Zombie, Korn, Marilyn Manson, Metallica...)
Why does the typical investOR significantly OUTPERFORM their investMENTS? Whoa...that was a lot of all-caps. Anyway, Josh and Ross discuss the Dalbar study and Magellan fund in explaining why people's "bad behavior" leads to underperformance and what to do about it.
Articles and links referenced in this episode:
- How Investors are Costing Themselves Money: https://www.forbes.com/sites/forbesfinancecouncil/2021/06/02/how-investors-are-costing-themselves-money/?sh=7e805a8f5e30
- Why the Average Investor's Investment Return is So Low: https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/?sh=261bb06f111a
- www.Dalbar.com
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Lady Gaga, "The Fame Monster" - https://open.spotify.com/album/6rePArBMb5nLWEaY9aQqL4?si=UGcraC1OTLK_2zCuaQVxQQ
Josh – Apple Music Playlist, "Acoustic Chill" - https://music.apple.com/us/playlist/acoustic-chill/pl.b5e8dbe8a706496496e1292466839207
In this episode of the Fun Money Podcast Josh & Ross interview Katie Besley and discuss a wide range of topics from Mental Functions to Cognitive Biases. It is really a great start to thinking about thinking about your money(as confusing as that sounds). They discuss how your thoughts control your actions and how to recognize and control your thoughts around making good decisions with your money. A blast to listen to, this will not be the last time Katie joins the Fun Money Podcast.
For more information about Katie and Novel Therapy, please visit: https://www.noveltherapytexas.com/
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross –90’s Ballads - https://open.spotify.com/playlist/37i9dQZF1DX7L1VcqQ1quZ?si=5508e16359ff462f
Josh – Sia - https://open.spotify.com/playlist/37i9dQZF1DZ06evO3vuU6c?si=a11bb8bc3b904d39
Katie – Natalie MacMaster - https://open.spotify.com/artist/4ybzO54FX2pbiKx209CB0t?si=-seA9TquSoSkLqhoHdYhZw
In this episode of the Fun Money Podcast Josh & Ross talk about the behavioral side of financial success. Josh tries to bring the conversation to One Night Stands, but is deflected by Ross with a quick side step to Classic Literature. The article we discuss can be found here: https://suitsmecard.com/blog/9-essential-rules-of-personal-finance-that-you-should-follow
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening: Ross – Rush - https://open.spotify.com/artist/2Hkut4rAAyrQxRdof7FVJq
Josh – Cindy Lauper & 80s Ballads - https://open.spotify.com/playlist/37i9dQZF1DXdg0VZ8UGKsU
In this episode of the Fun Money Podcast Josh & Ross talk about how to avoid the “Height Requirement” of a Roth IRA. They explore some of the technical aspects of the Roth IRA, why you would want to make a Backdoor Roth Contribution, what a Mega Backdoor Roth Conversion can be, and some pitfalls to be aware of as you consider these options.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Shane & Shane – Vintage https://open.spotify.com/album/4qbhfbCJvCjkFlXfFJ8fxu
Josh – Stone Temple Pilots - https://open.spotify.com/artist/2UazAtjfzqBF0Nho2awK4z
If not for money, marriage would be awesome! OK, marriage is awesome either way. BUT, money topics do present a challenge in marriage. In today's episode, Josh and Ross discuss things they've learned personally and from client experiences about how to manage the finances as a couple.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Josh - Ryan Bingham - Click here to listen
Ross - Pre-2000s Rock - Click here to listen
Josh and Ross discuss the myriad options available when it comes to saving and paying for college. From those with plenty of time to save to those with little to no time left, the hosts share practical tips for how to approach this complex topic.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Josh - Playlist of tracks from Yellowstone (Hit TV Series) - Click here to listen
Ross - "Dawn FM," new album by The Weeknd - Click here to listen
You've likely heard of inflation, deflation, and stagflation...but what about SKIMPflation?? Host Ross Powell explains what Skimpflation is, how it differs from Inflation, and what you need to do about it.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Josh - Christmas Music!
Ross - AudioBook, "The Road Back To You: An Enneagram Journey to Self-Discovery"
- Listened to on the Libby App: https://www.overdrive.com/apps/libby/
- Link to printed book: https://www.barnesandnoble.com/w/the-road-back-to-you-ian-morgan-cron/1123161666
Host Josh Hargrove contributed to a recent article at Think Advisor. The topic was how financial advisors help their clients calculate their "retirement number." Notwithstanding his contribution to the article, Josh and Ross discuss whether knowing one's number is actually helpful.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Think Advisor article: https://www.thinkadvisor.com/2021/10/25/how-10-advisors-help-clients-find-their-retirement-number-advisors-advice/
Currently Listening:
Josh - Songs from the TV series, "Yellowstone." - https://open.spotify.com/playlist/46YCA7r7jng5k3QmoI47pN?si=oyLHdebQRcas91Yb084DhA
Ross - Lucy Rose - https://open.spotify.com/artist/2uvY5pgdD9t1CZ5zMNw1rl?si=OZmMxH02Qoqrtg4WuGyQfA
What can this Chinese marathon tragedy teach us about money? Find out in the latest episode of the Fun Money Podcast.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Chinese Marathon Tragedy Article (Men's Journal): https://www.mensjournal.com/adventure/why-21-runners-died-in-gansu-china-ultramarathon-mens-journal/
Currently Listening:
Josh - Local Country Radio -
- https://www.newcountry963.com/
- https://www.995thewolf.com/
Ross - 130 bpm Rock - https://open.spotify.com/playlist/703T4jXKMuKICbZHcvViM8
In this episode of the Fun Money Podcast Josh interviews Ross about his journey to become a financial advisor. Accounting to Financial Planner seems like a natural transition, but get some more of the details of the journey if you have not yet heard them.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Josh - Christian Hip-Hop - https://open.spotify.com/playlist/45XzpT9Ff1EWh4hC0dke0M
Ross - Dune Soundtrack - https://open.spotify.com/album/56k8ay5oE5apR61WIeE4wQ
This is a special episode of the Fun Money Podcast recorded live at the Lewisville Chamber Wellness Wednesday on 10/20/21. Our Host and Moderator Lisa Vanatta interviews Josh and Ross about a few financial hot topics including business equity development and estate tax planning, as well as fielding a few questions from the audience.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
To connect with Lisa vist http://www.lewisvillechamber.org
In this episode of the Fun Money Podcast Ross interviews Josh about his journey to become a financial advisor. It's quite the winding road to get to this point in his career, but follows the constant theme of finding ways to help people.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
In this episode of the Fun Money Podcast Josh & Ross introduce the topic of Microlending and give a quick overview. Please let us know if you have any experience with Microlending and if you agree with our views and analysis.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Additional Resources:
https://philanthropynewsdigest.org/news/microfinance-provides-benefits-for-u.s.-recipients-study-finds
https://www.sba.gov/loans-grants/see-what-sba-offers/sba-loan-programs/microloan-program%20
https://www.un.org/africarenewal/magazine/august-2015/microfinance-good-poor
https://www.vox.com/future-perfect/2019/1/15/18182167/microcredit-microfinance-poverty-grameen-bank-yunus
https://www.npr.org/sections/goatsandsoda/2016/11/01/500093608/you-asked-we-answer-can-tiny-loans-lift-women-out-of-poverty
https://www.washingtonpost.com/news/in-theory/wp/2016/07/01/the-problem-is-bigger-than-payday-loans/
In this episode of the Fun Money Podcast Josh & Ross talk about the budget process and give some general encouragement. If you are scared, frustrated, or intimidated by the budget process, this is the episode for you. Josh brings his questions to Ross about how he and his family approach their budget process and what tips and recommendations he has for our listeners.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – Football Saturdays - https://open.spotify.com/playlist/5lnhdrziAzrWXV3WhGWFVc
Josh – Alt Nation- https://open.spotify.com/playlist/0hiHUOf7m1NpocRdAzvDJs
In this episode of the Fun Money Podcast Josh & Ross talk about what to consider when buying a new vehicle. The big commitment of purchasing a vehicle has several parties involved, often pitted against each other. The muddy water of this transaction gets clarified through the conversation between your Fun Money hosts.
To connect with Josh visit joshhargrove.com
To connect with Ross visit rosspowellcpa.com
Currently Listening:
Ross – One Sweet Day Mariah Carey & Boyz II Men - https://open.spotify.com/album/1BSwkKATGVCMgNuN8ve7mz
Josh – Imagine Dragons – Mercury – Act 1 - https://open.spotify.com/album/6DdU5f52hpc2gfeLjK374Y
In this episode of the Fun Money Podcast Josh & Ross talk about your favorite topic of all time – corporate taxation. We briefly review an article for bias, discuss some additional factors to consider before making a judgement, and quickly walk through a comparison of tax rates.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Ross – Madona – Holiday - https://open.spotify.com/artist/6tbjWDEIzxoDsBA1FuhfPW
Josh – Spatial Audio – Queen - https://music.apple.com/us/playlist/made-for-spatial-audio/pl.154af9931b214278a64274c410046e69
In this episode of the Fun Money Podcast Josh & Ross talk about marijuana investments as a concentrated asset. We briefly speculate on the future of the market, federal hinderances, and talk about some current ways to add these companies to your portfolio.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Ross – Fall Out Boy - https://open.spotify.com/artist/4UXqAaa6dQYAk18Lv7PEgX
Josh – Brooks & Dunn - https://open.spotify.com/artist/0XKOBt59crntr7HQXXO8Yz
Abhi – Men I Trust – Dreamy Pop - https://open.spotify.com/artist/3zmfs9cQwzJl575W1ZYXeT
This episode was recorded, produced, and edited by Abhi Muppidi.
In this episode of the Fun Money Podcast Josh & Ross talk about some bad financial decisions. The hosts surprise each other with bad decisions they have made or seen in their practices.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Ross – Postal Service – Give Up - https://open.spotify.com/album/1BSwkKATGVCMgNuN8ve7mz
Josh – Powerful Male Vocalist - https://open.spotify.com/playlist/37i9dQZF1E4tPxeYFh246N
This episode was recorded, produced, and edited by our LISD intern Abhi Muppidi.
In this episode of the Fun Money Podcast Josh & Ross talk about hoarders, commodities, several pros and cons of adding these investments to your portfolio. If you are ready to cash in your gold bullions or buy more, give this episode a listen.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Ross – Braveheart Score - https://open.spotify.com/album/11RrIE8R4WdmybwaItRa97
Josh – Twenty One Pilots - https://open.spotify.com/album/0Q5XBpCYFgUWiG9DUWyAmJ
This episode was recorded, produced, and edited by our LISD intern Abhi Muppidi.
In this episode of the Fun Money Podcast Josh & Ross debunk an article promoted as a get quick rich scheme. We briefly review an article for bias, discuss some additional factors to consider before making a judgement, and quickly walk through other considerations for building wealth.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Reading:
Ross – The Count of Monte Cristo – Alexandre Dumas - https://www.goodreads.com/book/show/7126.The_Count_of_Monte_Cristo?ac=1&from_search=true&qid=E7kjtwim7H&rank=1
Josh – Lightbringer Series – Brent Weeks - https://www.goodreads.com/series/291662-lightbringer
This episode was recorded, produced, and edited by our LISD summer intern Abhi Muppidi.
In this episode of the Fun Money Podcast Ross concludes the interview with Tresi Weeks, an Estate Planning Attorney who specializes in Special Needs Trusts. They talk about several different scenarios and opportunities for caring for a special needs dependent after the death of their parents. This planning is essential for parents with Special Needs children.
To connect with Tresi visit https://weekslawfirm.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Tresi – Hayden Flute Concertos https://open.spotify.com/album/7tFdxIqGGCbtvKLbs0dMQB
Ross – The Joshua Tree https://open.spotify.com/album/5vBZRYu2GLA65nfxBvG1a7
In this episode of the Fun Money Podcast Ross interviews Tresi Weeks, an Estate Planning Attorney who specializes in Special Needs Trusts. They talk about several different scenarios and opportunities for caring for a special needs dependent after the death of their parents. This planning is essential for parents with Special Needs children.
To connect with Tresi visit https://weekslawfirm.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Tresi – Hayden Flute Concertos https://open.spotify.com/album/7tFdxIqGGCbtvKLbs0dMQB
Ross – The Joshua Tree https://open.spotify.com/album/5vBZRYu2GLA65nfxBvG1a7
In this episode of the Fun Money Podcast we interview Jason Meredith, a Board Certified Estate Planner, and demystify the experience of working with an estate attorney. We also discuss specific strategies and public policy related to estate planning. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Jason visit https://meredithpc.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening:
Texas Music Country Chart - https://www.texascountrymusicchart.com/chart
Lawrence Anthony - The Elephant Whisperer https://www.audible.com/pd/The-Elephant-Whisperer-Audiobook/B00ANT8SQQ
Ian McEwan - Atonement - https://www.audible.com/pd/Atonement-Audiobook/B002V8HLBU
This episode was produced, recorded, and edited by our summer intern Abhinav Muppidi.
In this episode of the Fun Money Podcast we interview Jason Meredith a Board Certified Estate Planner and discuss what estate planning is, why it matters, and things to consider when choosing an attorney. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Jason visit https://meredithpc.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Texas Country - https://open.spotify.com/playlist/7fIdjWhWzPbf1g5OSDKOXw
Weezer – Teal Album https://open.spotify.com/album/65sHj9PvsbyD0uugGHjueN
1984 George Orwell - https://open.spotify.com/album/0uCfK4yNEqaCBISuGwgHdb
This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.
In this 5th episode of the concentrated assets series of the Fun Money Podcast, we continue the conversation with Kellie Stokes on holding vs flipping, tax, and series LLCs. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
To connect with Kellie visit https://kfslegal.com/
Currently Listening:
Zero 7- https://open.spotify.com/artist/14H7ag1wpQOsPPQJOD6Dqr
Aloe Blacc - https://open.spotify.com/artist/0id62QV2SZZfvBn9xpmuCl
Stevie Nicks - https://open.spotify.com/artist/7crPfGd2k81ekOoSqQKWWz
This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.
In the 4th episode of the Fun Money Podcast focusing on concentrated assets we begin the conversation with Kellie Stokes on real estate investment, how to get your feet wet, and some legal structures. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
To connect with Kellie visit https://kfslegal.com/
Currently Listening:
Butt Rock -https://open.spotify.com/playlist/4GJgbCPMXHe4VJiVMttn7V
The Offspring - https://open.spotify.com/artist/5LfGQac0EIXyAN8aUwmNAQ
Miranda Lambert - https://open.spotify.com/artist/66lH4jAE7pqPlOlzUKbwA0
This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.
In this episode of the Fun Money Podcast we finally discuss Cryptocurrency as part of our multi-episode series around concentrated assets. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: - Yacht Rock - https://open.spotify.com/playlist/37i9dQZF1DXb3m918yXHxA
Iron & Wine - https://open.spotify.com/artist/4M5nCE77Qaxayuhp3fVn4V
This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.
In this episode of the Fun Money Podcast we continue our conversation about individual stock ownership as part of our multi-episode series around concentrated assets. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: - Lady Gaga - https://open.spotify.com/artist/1HY2Jd0NmPuamShAr6KMms
Explosions in the Sky - https://open.spotify.com/artist/1uQWmt1OhuHGRKmZ2ZcL6p
This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.
In this episode of the Fun Money Podcast we open a new series about concentrated assets, what they can be, and how to begin evaluating them as additions to your investments. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Blue Oyster Cult - https://open.spotify.com/artist/00tVTdpEhQQw1bqdu8RCx2
Future of Forestry - https://open.spotify.com/album/76OOjWKN20bRRkZgBRdriL
“Classic Rock” – https://open.spotify.com/playlist/5BygwTQ3OrbiwVsQhXFHMz
In this episode of the Fun Money Podcast we conclude a two-part conversation with Brandon O’Neill from Fidelity Charitable about ways to enhance your charitable giving with a few examples and strategies. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
To connect with Brandon visit: https://www.linkedin.com/in/brandononeill/ https://www.fidelitycharitable.org/
Currently Listening: Paramore- https://open.spotify.com/artist/74XFHRwlV6OrjEM0A2NCMF
Secret Life of Walter Mitty - https://open.spotify.com/album/4zSB5nqKVh9jQcRByMUcMG
Alan Jackson https://open.spotify.com/album/5AOdiY7XlBfcv7sfexeEjc
In this episode of the Fun Money Podcast we open a two-part conversation with Brandon O’Neill from Fidelity Charitable about ways to enhance your charitable giving with a few examples and strategies. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
To connect with Brandon visit: https://www.linkedin.com/in/brandononeill/ https://www.fidelitycharitable.org/
Currently Listening: London Grammar- https://open.spotify.com/artist/3Bd1cgCjtCI32PYvDC3ynO
Red Headed Stranger – Willie Nelson https://open.spotify.com/album/5aEtg4dxdBk4pj6SJ3hNsM
Michael Jackson – Thriller https://open.spotify.com/album/2ANVost0y2y52ema1E9xAZ
In this episode of the Fun Money Podcast we talk about Target Date Funds, when to use them, when to avoid them, and what to consider when evaluating using them. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Coldplay – The Scientist https://open.spotify.com/album/0RHX9XECH8IVI3LNgWDpmQ
Thirty Seconds to Mars - https://open.spotify.com/album/5sHvTCk793vr9EkSKcD7IT
In this episode of the Fun Money Podcast we talk funding your vacations. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: FUN. – Some Nights https://open.spotify.com/album/7iycyHwOW2plljYIK6I1Zo
Alison Krauss & Union Station – Live https://open.spotify.com/album/1oqiAakWVX3wj3URQ1CaoO
In this episode of the Fun Money Podcast we talk all things Roth IRA accounts. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Daft Punk https://open.spotify.com/artist/4tZwfgrHOc3mvqYlEYSvVi
Bowling for Soup https://open.spotify.com/artist/5ND0mGcL9SKSjWIjPd0xIb
Morgan Wallen https://open.spotify.com/album/6JlCkqkqobGirPsaleJpFr
In this episode of the Fun Money Podcast we continue our conversation around property, but this time we dial in on Re-Financing your mortgage and serval facts to consider when evaluating this process. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Metallica https://open.spotify.com/artist/2ye2Wgw4gimLv2eAKyk1NB
Fender Rhodes https://open.spotify.com/playlist/0IWzbFhKiDLrllTGrvQbi0 https://open.spotify.com/album/1CMgmJjMFskwwmK8h8j1Oj?highlight=spotify:track:5HQEmiV2lKnSO6qa2fsR7x
Check out this episode where Josh and Ross dive into a few tax savings ideas specifically geared towards Real Estate. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Lush Lofi https://open.spotify.com/playlist/37i9dQZF1DXc8kgYqQLMfH
Showtunes https://open.spotify.com/album/0LhDyJXelg31FKLW5GDcKi https://open.spotify.com/album/7ayBZIe1FHkNv0T5xFCX6F https://open.spotify.com/album/1kCHru7uhxBUdzkm4gzRQc
In this episode of the Fun Money Podcast we talk again with Russell Dobbs from Bay Equity, LLC about jumbo loans, investment properties, and second homes. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
For more information about Minuteman Disaster Response visit https://www.minutemanresponse.org/
To connect with Russell visit https://bayequityhomeloans.com/russell-dobbs/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Greta Van Fleet https://open.spotify.com/playlist/37i9dQZF1DX2gkM3MFvT6n
Freakonomics Podcast https://freakonomics.com/podcast/roundabouts/
The Fan https://www.audacy.com/1053thefan/listen
In this episode of the Fun Money Podcast we talk with Russell Dobbs from Bay Equity, LLC about mortgages, rates, and how to use this information to make good decisions. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
To connect with Russell visit https://bayequityhomeloans.com/russell-dobbs/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: 90’s Christian Music https://open.spotify.com/playlist/37i9dQZF1DWZnA0FshBt4S
90’s R&B https://open.spotify.com/playlist/37i9dQZF1DX6VDO8a6cQME
Chris Stapleton https://open.spotify.com/playlist/37i9dQZF1DWUHusEBYZKl4
This episode of the Fun Money Podcast focuses on Self-Employment Benefits and Investments and concludes our series on job transitions. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
This series is brought to you by EBR Consulting.
For years, EBR Consulting has been DFW’s one-stop-shop for professionals in their career search to be marketable, get an interview, and land their dream job. So, call or email EBR today! 972-855-8009 or info@ebrhrexperts.com https://ebrhrexperts.com/
EBR – Expect Better Results!
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: The Beatles https://open.spotify.com/artist/3WrFJ7ztbogyGnTHbHJFl2
John Mayer https://open.spotify.com/album/31Q7DQ751hbCO98r1ODhGt
This episode of the Fun Money Podcast focuses on other investment benefits to evaluate at your new employer and continues our series on job transitions. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
This series is brought to you by EBR Consulting.
For years, EBR Consulting has been DFW’s one-stop-shop for professionals in their career search to be marketable, get an interview, and land their dream job. So, call or email EBR today! 972-855-8009 or info@ebrhrexperts.com https://ebrhrexperts.com/
EBR – Expect Better Results!
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
Currently Listening: Foo Fighters https://open.spotify.com/album/1FyNZvJ6MHO01kl3ySMPdc
Elton John https://open.spotify.com/artist/3PhoLpVuITZKcymswpck5b
The next episode of the Fun Money Podcast focuses on insurance benefits and continues our series on transitions. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
This series is brought to you by EBR Consulting.
For years, EBR Consulting has been DFW’s one-stop-shop for professionals in their career search to be marketable, get an interview, and land their dream job. So, call or email EBR today! 972-855-8009 or info@ebrhrexperts.com https://ebrhrexperts.com/
EBR – Expect Better Results!
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell
This is the first episode of the Fun Money Podcast and this episode opens our series on transitions and the related financial considerations. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
This series is brought to you by EBR Consulting.
For years, EBR Consulting has been DFW’s one-stop-shop for professionals in their career search to be marketable, get an interview, and land their dream job. So, call or email EBR today! 972-855-8009 or info@ebrhrexperts.com https://ebrhrexperts.com/
EBR – Expect Better Results!
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell