The Reformed Financial Advisor: Recent Episodes
Andy Flattery, CFP®
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 bitcoin. 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.
In conversation again with Tim Wuebker. We discussed inflation, deflation, hard money, and the moral case for Bitcoin. I recall how the 2008 financial crisis led me to question the stability of traditional financial systems and eventually turned me towards Bitcoin, especially during the money-printing spree of 2020. We delved into the advantages of Bitcoin, such as its deflationary nature, portability, and cryptographic security, while also addressing the challenges, including its public ledger and the need for tech-savviness to manage private keys. It's always a good time to do a go-anywhere chat with Tim.
Check out Tim Wuebker's podcast, Seemingly Ordinary: https://timwuebker.com/
Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity.
July 2024 Special Report - Andrew Flattery
Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
I have a deep and varied conversation with Devin Rose, a Catholic author, blogger, and software engineer. We dive into topics like writing books, moral guidance for Catholic investors, and the debate between Bitcoin and Ethereum. Devin shares his personal journey from militant atheism to Catholicism, his experiences with homesteading, and his insights on investing in a way that aligns with Catholic values. Devin also talks about his various book projects, including his effort in fiction writing, and his "there and back again" story with Bitcoin.
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
In this Reformed Financial Advisor pod I talk with my friend Bryant Suellentrop, who shares his journey from starting various businesses from scratch to success. Bryant reveals how he transitioned from a web design business to a profitable cleaning company and ultimately founded a recruiting agency, Elevate and Delegate. He discusses the advantages of virtual work, using twitter for business growth, and the importance of ownership in the HARRISON BUTKER story. Bryant is a good dude, I like his entrepreneurial spirit and example of taking calculated baby steps in business.
www.simplewealthkc.com/post/lean-entrepreneurship-twitter-harrison-butker-bryant-suellentrop
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovations like Bitcoin, displays skin in the game, and always a willingness to risk it all.
Episode page: www.simplewealthkc.com/post/notes-on-young-michael-saylor
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.
I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime.
Episode page: www.simplewealthkc.com/post/against-die-with-zero
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige. All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity.
Episode Links:
- The Noblesse Oblige - Andy Flattery on Catholic Money Mastermind
- Dorian on LinkedIn
- https://www.antesic.com/
- Good King Wenceslaus - The Irish Rovers
- Tucker Carlson - All-In Podcast
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:
- Building online
- Joining Swan Private Client
- Andy hates soccer/Isaiah likes soccer
- COVID breaking our brains
- How FAs simp for inflation
- Bitcoin and the american dream
Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.comAndy 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.
I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:
- Dropping out of college 3 times
- A vision for how Catholic monasteries could adopt bitcoin
- Obsessing over great cultures of the past without larping
- Peter Thiel's progress & decline thesis
- Gatsby, Elon, and fostering better elites
- The Sovereign Collective > The Sovereign Individual
Episode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-peniche
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Intro music is Ryan O'Connor's
I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too.
Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marion
Buy The Reformed Financial Advisor Bitcoin Wall Canvas
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Intro music is Ryan O'Connor's
I was looking for a bitcoin price chart graphic that I could admire on my wall and use for client gifts. I couldn't find anything I liked. So I created my own.
Tell your wife that you are glad to help orange pill your interior!
Support the show and pick one up at - hoardbitcoins.com
Buy The Reformed Financial Advisor Bitcoin Wall Canvas
Get the essential list of The Reformed Financial Advisor episodesFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Intro music is Ryan O'Connor's
My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist.
Books discussed:
- The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr.
- You Can Be a Stock Market Genius - Joel Greenblatt
- The Driver - Garet Garrett
- The Bitcoin Standard - Saifedean Ammous
- The Ethics of Money Production - Guido Hulsmann
- Bitcoin is Venice - Allen Farrington & Sacha Meyers
Get the essential listening list of The Reformed Financial Advisor episodes
My Bitcoin Thesis
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
Is reading still a good use of time? Yes, yes it is, so let's talk about good stuff we are reading. Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list.
Books discussed:
- The Crusades - Thomas Asbridge
- Capone
- Start with No - Jim Camp
- No B.S. Time Management for Entrepreneurs - Dan Kennedy
- Expect to Win, Hate to Lose - Matt Furey
- Sacred Then and Sacred Now - Tom Woods
- Oversubscribed - Daniel Priestley
- The Political Pope - George Neumayr
- The Biden Deception - George Neumayr
- Bitcoin is Venice - Allen Farrington
- Restoring the family - Marian Horvat
- Submission - Houellebecq
- God’s Will: The Life and Works of Sr. Mary Wilhelmina
- Leisureville - Andrew Blechman
- The Father's Son - Jim Sano
- The Cypresses Believe in God - Jose Maria Gironella
- The Lord of the Rings - Tolkien
- Song of Ice & Fire - George R.R. Martin
- The Long Ships - Frans Bengtsson
- Texas - Michener
- Cryptonomicon - Neal Stephenson
- Born Standing Up - Steve Martin
- The Medieval Machine - Jean Gimpel
- Deflation & Liberty - Guido Hulsmann
- Eating the Dinosaur - Chuck Klosterman
- Cinema Speculation - Tarantino
Brian O’Leary is an independent media personality spanning several fields—podcasting, professional copywriting, internet marketing, broadcasting, and more. The mission of this “once & future” baseball coach is to restore, build, and promote a more robust and serious culture.
https://briandoleary.com/flattery/
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Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth.
Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/
Get the essential listening list of The Reformed Financial Advisor episodes
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement.
Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such as real estate and index funds, can be replaced with bitcoin as the global standard for wealth preservation.
Episode page - https://simplewealthkc.com/achieving-true-financial-independence-unchaineds-trey-sellers/
Get the essential listening list of The Reformed Financial Advisor episodes
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son.
Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nation-states, enterprises and individuals achieve sovereignty and prosperity through Bitcoin. As CSO, Prince Filip engages with high-level actors and oversees strategic initiatives to accelerate Bitcoin adoption worldwide. He previously worked as an analyst at a prestigious London-based global asset management firm, helping clients make vital capital allocation decisions. Prince Filip has over 15 years of experience in traditional finance.
Episode page: https://simplewealthkc.com/monarchy-patrimony-bitcoin-prince-filip-of-serbia-karadordevic-podcast/
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Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi.
Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/
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Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com
I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage!
In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles.
Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations.
Merry Christmas & Happy New Year!
Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A
Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900438010777600?s=20&t=rvfqbQEMihw1G-K0IPeihg
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Financial Advisors gather to discuss the intersection of bitcoin and financial advice.
In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:
- The dead end of "trying to make money on bitcoin"
- What is going well regarding tools and the regulatory environment
- What is on our wish list of products & services
- Why FAs should take their own advice and play the long game with bitcoin
- Introducing the Bitcoin Financial Advisors Network
Show notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/
Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:
- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA
Outro: https://www.youtube.com/watch?v=ZOaj1TCMows
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Financial advice is limiting if the goal is to achieve potential or even reach high levels of achievement. Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests, take small risks & be a tinkerer, and don't retire, just pivot. The singer of "Seven Nation Army" provides the model.
Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets.
Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/
Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86Mgc
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, preparing your own food, the life of a traditional nun, the latin mass, and bitcoin charity.
If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website.
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Andy Flattery & Zach from Casa respond to the bitcoin comments of Creative Planning's Peter Mallouk:
- BTC is "Palm or Blackberry..." but blockchain will revolutionize everything?
- "Too speculative" to be a currency?
- But "anyone can create their own cryptocurrency?"
- Investors in the S&P 500 will benefit anyway (from companies who hold it on the balance sheet)?
Show Notes: https://simplewealthkc.com/responding-to-peter-mallouks-bitcoin-critiques/
Interlude & Outro: https://www.youtube.com/watch?v=w9qsDgA1q8Y
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
In this solo episode I answer listener questions from email and boostagrams:
- the Jacob Imam vs. Trent Horn 401(k) debate on Matt Fradd's Pints with Aquinas podcast
- Do we hate Warren Buffett now that he hates bitcoin?
- Bitcoin beginner resources
- Responding to listener boostagrams
Show Notes: https://simplewealthkc.com/inbox-matt-fradd-401k-debate-buffetts-dad--boosts-podcast/
Interlude & Outro: https://www.youtube.com/watch?v=G3jUWcCqkXA
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Robert Breedlove partnered with Seth Simmons to produce a book version of his What is Money? The Saylor Series. In this episode, Simmons tells his story of how he was able to convert the popular podcast series into book format and why this definitive Michael Saylor appearance is significant. Support the book by participating in the giveaway for What is Money? The Saylor Series.
Show Notes: https://simplewealthkc.com/the-michael-saylor--robert-breedlove-what-is-money-book--seth-simmons-podcast/
Interlude & Outro: https://www.youtube.com/watch?v=5W9TJ2JUW9c
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
"*So why won't there be bitcoin banks that do this (custody) for you? I think there will be, but there's always going to be one problem with this, which is that bitcoin transactions are irreversible. And so it's an inherent core change in the security model of bitcoin compared to the legacy banking system. And because of that, there's always going to be some level of additional risk with holding your bitcoin in a bitcoin bank."
-* Nick Neuman, CEO of Casa
Andy Flattery & Nick Neuman discuss:
- The basics of BTC self-custody
- Nick's Kansas City roots
- The "grand plan" career path isn't the way to become CEO of a BTC company
- "Bitcoin banking" is fundamentally difficult
- Voldemort's Horcruxes and Multi-Signature Self Custody
Interlude & Outro: https://www.youtube.com/watch?v=5W9TJ2JUW9c
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com
Andy Flattery & Tim Wuebker discuss all things inflation:
- how we got here
- why inflation is likely to stick around
- what families can do to cope
- what bitcoin means with an inflationary currency
Originally aired on Tim Wuebker's Seemingly Ordinary Podcast
Interlude & Outro: https://www.youtube.com/watch?v=dI9q6P0mYAI
**Intro music is Ryan O'Connor's
How to contact Andy Flattery:*Follow Andy Flattery on Twitter* Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com**
Andy Flattery speaks with Logan Bolinger, attorney, writer, and founder of Think Bitcoin LLC, about the problems with Index Fund investing.
Show Notes: https://simplewealthkc.com/against-the-indexing-religion--logan-bolinger-podcast/
Interlude & Outro: https://www.youtube.com/watch?v=1AxVTvrD3HY
**Intro music is Ryan O'Connor's
How to contact Andy Flattery:*Follow Andy Flattery on Twitter* Send an email to andy@simplewealthkc.com Subscribe to the newsletter at reformedfinancialadvisor.com**
The party is over and bitcoin is on sale. Andy Flattery and The Orange Pill Addicts discuss best practices to follow during bitcoin bear markets.
Show Notes: https://simplewealthkc.com/how-to-sleep-well-during-a-bitcoin-bear-market-podcast/
Interlude & Outro: https://www.youtube.com/watch?v=bpA_5a0miWk
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter
Send me an email at andy@simplewealthkc.com
It’s the month of June, which means it’s the month where your favorite financial services provider wants to make sure that you know that they have all the allowable and respectable opinions... they support The Current Thing! This episode is a critique of "sounding good" ESG. Because behind every rainbow flag logo, every trite slogan, and all obligatory pandering, there are Wall Street motivations that have helped to get us here.
Show Notes:https://simplewealthkc.com/the-wall-street-esg-scheme--kyle-hill-podcast/
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter
Send me an email at andy@simplewealthkc.com
Andy Flattery speaks with Financial Advisor Morgen Rochard about the basics of financial planning, why bitcoin is for families, and why Financial Advisors have gravitated towards "crypto."
Show Notes: https://simplewealthkc.com/earn-save-reject-altcoins--morgen-rochard-podcast/
Intro music is Ryan O'Connor'sFollow Andy Flattery on Twitter
Send me an email at andy@simplewealthkc.com
Trent Dudenhoeffer, CFP®, CBP helps Andy Flattery answer client questions about bitcoin.
- What is it?
- Isn't it a bubble?
- Doesn't it use too much energy?
- Isn't it like MySpace?
- "I don't get it."
Show Notes: https://simplewealthkc.com/?p=4907
**Intro music is Ryan O'Connor's
Interlude & Outro: https://www.youtube.com/watch?v=bayyRPSXGq0**
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A key to understanding bitcoin is to first understand the importance of savings, because everything that you hear today about savings from the "default Keynesians" is wrong. In this episode, we take a deep look into the virtue of thrift with help from The Honeymooners, Hans-Hermann Hoppe, Robinson Crusoe, Pierre Rochard, Saifedean Ammous, Jimmy Song, and Bruce Springsteen.
Show notes: https://simplewealthkc.com/the-saving-money-episode-podcast/
Intro music is Ryan O'Connor's
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter
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.
Andy Flattery talks with Patrick Newman about 19th century cronyism, Thomas Hart "Old Bullion" Benton, and the parallel to today's hard money debates surrounding bitcoin.
Newman is the author of "Cronyism: Liberty Vs. Power in America, 1607-1849"
Show Notes: https://simplewealthkc.com/cronyism-jacksonian-hard-money-movement-old-bullion-patrick-newman-podcast/
Interlude & Outro: https://www.youtube.com/watch?v=OL1fBP-Xf50 Intro music is Ryan O'Connor's
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter
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.
In this wide ranging conversation, Andy Edstrom discusses his history in legacy finance, why the 2008 financial crisis and monetary madness explain why our debt burdens are where they are today. If most assets are a "little bit money," bonds are at risk of being demonetized. Lastly, Andy makes his case for bitcoin as a lifeboat and why Financial Advisors should be considering it.
Andy Edstrom is the Managing Director at Swan Advisor Services and Author of the book "Why Buy Bitcoin."
Show Notes-
https://simplewealthkc.com/?p=4874
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Interlude & Outro: https://www.youtube.com/watch?v=FmuswTEGF-U
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.
Eric Sammons and Andy Flattery talk about the current state of bitcoin and the claim that "bitcoin is an idol." Eric is the Editor-in-Chief of Crisis Magazine. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-
Interlude & Outro: https://www.youtube.com/watch?v=csh6wVWmLyc
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.
Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City.
Show notes -https://simplewealthkc.com/?p=4865 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-
Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6w
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.
A podcast laying out The Michael Saylor Financial Plan as he tells it in his "Parable of the Argentine Rancher," Andy's thoughts on inflation, and Bitcoin Day KC.
Show notes -https://simplewealthkc.com/the-michael-saylor-financial-plan-inflation-bitcoin-day-kc-podcast/ Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-
Intro: Ryan O'Connor
Interlude & Outro: https://www.youtube.com/watch?v=MGxjIBEZvx0&list=PLz126cGMTd8Ra4jt2uXBPSZ02_e2WWBuT&index=4
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.
Is Bitcoin a Good Coin? Catholic toxic maximalists Fr. Nick Blaha, the pseudonymous Slappy Jones II, and The Reformed Financial Advisor respond to the critiques of bitcoin from The New Polity's Jacob Imam and Marc Barnes.
Show notes-https://simplewealthkc.com/is-bitcoin-immoral-fr-nick-blaha-slappy-jones-ii-podcast/
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-
Interlude: https://www.youtube.com/watch?v=8SCAlP4ceiw Outro: https://www.youtube.com/watch?v=ZOaj1TCMows
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.
It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield multiples upon multiples of your original investment."
Taken from the original article-
https://simplewealthkc.com/back-to-the-basics-investing-part-i-the-case-for-owning-individual-stocks/
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-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.
Grab your tickets to the Unchained Happy Hour in North Kansas City with Stephen Cole:
simplewealthkc.com/unchained
Andy Flattery and Stephen Cole discuss:
- Stephen's favorite KC BBQ
- Why younger Austrians gravitate to bitcoin
- Digital scarcity in investing
- The definancialization of everything
- Stephen's critique of altcoins
- codetoinspire.org
Full Show notes at simplewealthkc.com
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow 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.
Andy's appearance on the Seemingly Ordinary podcast with Tim Wuebker.
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterThe 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.
Part II of the William Volker story is about his protege, Harold Luhnow.
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Harold Luhnow battles the Pendergast machine
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The Volker Fund and the Austrian School of Economics
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How it all relates to Bitcoin
Show notes:https://simplewealthkc.com/?p=4757
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterThe 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.
Andy Flattery, Tim Flattery, and Tom Griffin talk about how to be a good dad.
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on TwitterThe 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.
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.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & WilcoThe 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.
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.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is from Andy FlatteryThe 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.
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.comFollow 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.
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.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is from Andy FlatteryThe 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.
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.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & WilcoThe 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.
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.comFollow 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.
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.comFollow 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.
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.comFollow 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.
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.comFollow 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.
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.comFollow 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.
Andy Flattery outlines the case for choosing not to retire in this solo episode. Special thanks to Joshua Sheats of Radical Personal Finance and John Mayer, both of whom played a special role in inspiring this idea.
Show notes for this episode-simplewealthkc.com/neverretire
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow 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.
Fr. Marsh was Fort Dodge's beloved priest during it's Pioneer Days
Father John Marsh was an englishman and a widower who became a Catholic priest. He was the Pastor of Corpus Christi Church in Fort Dodge, IA from 1859-1865. His forgotten story of selfless service to the pioneers of Northwest Iowa deserves to be heard.
Show notes for this episode-simplewealthkc.com/marsh
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow 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.
How should Patrick Mahomes manage his wealth? After all, it is not every day that a Kansas City man in his 20s earns a $503 million contract. That sounds like a good question for two guys on the internet to podcast about.
To do that, I enlisted the help of Ethan Hutcheson, AAMS®. Ethan is a Wealth Manager at Metcalf Partners Wealth Management in Overland Park, KS and a Patrick Mahomes superfan.
Show notes for this episode-simplewealthkc.com/mahomes
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is Andy's
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.
Andy Flattery rounds up four of Kansas City's best Financial Advisors and asks for their tips that fellow young people need to become wealthy. Enjoy this advice from CERTIFIED FINANCIAL PLANNERS™ Mike Zung, Donovan Brooks, Matt Gazaway, and Kyle Hill.
Show notes for this episode-simplewealthkc.com/advice
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.comFollow Andy Flattery on Twitter Music used in the episode-"Disclosure Song" is Andy's
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.
300 years ago France was on fire because of the Mississippi Bubble, a "greatest hits" story in the history of financial madness.
Speculation on hopes for the Louisiana Territory had created interest in opening up trade near "Kawsmouth" (modern day KC).
Here's the story.
View show notes discussed in this episode at - www.simplewealthkc.com/bubble Music used in the episode-"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
"Te Deum Laudamus" as performed by Graduale Project
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
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.
Empowered Electric's Founder Josh Levin has one of the best entrepreneur success stories in Kansas City today. Andy Flattery sat down with Levin and Will Severns to talk about how the company got off the ground, how they invest in people, and the lessons that can be learned from a local service business that is killing it.
View show notes discussed in this episode at - www.simplewealthkc.com/empowered
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
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.
I think the student loan crisis is one of the key financial issues of the day, especially for my generation. That is why I wanted to discuss the issue with Ryan Derks. Ryan is a Financial Advisor like me and he’s also a candidate for US Congress here in the state of Missouri. Ryan has some interesting ideas on how to fix the student loan crisis on a policy level.
So we’re going to get into it in this podcast. What is the student loan crisis? What is the magnitude of it? Most importantly, how do we get out of it? Lastly, you’ll hear about how we got into the Student Loan crisis and how the federal government has contributed to it.
Enjoy the second episode of The Reformed Financial Advisor!
View show notes discussed in this episode at - www.simplewealthkc.com/studentloans
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
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.
Podcast episode on William Volker, “The First Citizen of Kansas City.” Volker was a German immigrant who became an innovator in business and as a result a wealthy man. Throughout his life, he consistently gave away about a third of his wealth. Much of his wealth he gave away completely anonymously, which earned him the nickname, “Mr. Anonymous.”
Special thanks to Mary Cranston, great-niece of William Volker, who was interviewed in this episode.
View show notes discussed in this episode at - www.simplewealthkc.com/volker Music used in the episode-"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco