Happy Hour Money
Josh Bennett & Isaiah Douglass
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Welcome to the Happy Hour Money Podcast - a weekly show whose goal is to help you get to work optional and build confidence around your financial future. Co-hosts Josh Bennett and Isaiah Douglass dive into a myriad of topics to challenge and encourage you.
Available episodes
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Oldest first
Mar 30, 2023
Value Investing: Solid Approach to Building ๐ธ Wealth? w/ Dr. Wes Gray
On this week's episode, Isaiah is joined by expert Dr. Wesley Gray, CEO of Alpha Architects, to discuss the concepts of value ๐ฑ investing.
Through research and extensive back testing, Dr. Gray has developed an approach of value investing that has an impressive compounding of ๐ returns. Check out our interview with Dr. Gray to learn more about this unique and mysterious way of investing capital.
So, grab a ๐บ drink and tune in with Isaiah and Dr. Wes Gray. You don't want to miss this one!
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you โ we really appreciate it!
BOOKS AND RESOURCES
Dr. Wes Grayโs website: Alpha Architect
Dr. Wes Grayโs books: Amazon
Dr. Wes Gray's Twitter: @alphaarchitect
Related Episode: What's So Interesting About Momentum Investing ๐ with Dr. Jack Vogle
Related Episode: Meb Faber - An Investor's Mindset is the ๐ for Long Term Returns
ARE YOU NEW TO THE SHOW?
Check out our "Getting to Work Optional"
Browse through all our episodes here.
Our weekly episode release keeps you informed about financial markets and investment strategies.
Stay tuned in to learn how to achieve a work optional lifestyle.
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Feb 16, 2023
Tax Talks with Pro, Grant Dougherty! ๐ก
It's officially ๐
tax season.
So, we are thrilled to welcome Grant Dougherty, the Founder & CEO of Dougherty Tax Solutions, as well as a social media expert on all things tax, to discuss the many ways you can use tax strategies to keep your tax bill as low as possible and more money in your hands.
Want to learn more and receive more detailed advice on how to be as tax efficient as possible? ๐ค
Josh and Grant are both leading tax experts in the industry, and they delve deeper into tax loopholes that many people overlook, as well as discuss the implications of taxes on ๐ธ finances and ๐ฑinvestments. This is an episode you do not want to miss.
Grab a ๐ป drink and listen to a great discussion where we can help you minimize your tax bill to the fullest extent this year.
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Jan 26, 2023
Markets in Review ๐
On this week's episode:
Quick Disclaimer! This episode will display lots of charts that Josh and Isaiah will talk you through. If this sounds interesting, we recommend checking out the video posted on YouTube.
This conversation will be focused on the retrospective on the year 2022 from a financial and economic perspective, covering investment decisions, the macro environment, and other global events. Basically, looking in the mirror and inevitably discussing what it means for the future.
(Yes, about as much as you could tell without a ๐ฎ crystal ball!)
Grab a ๐ป drink and tune in as Josh and Isaiah talk about what happened in the world and the world economy as a whole.
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Jan 5, 2023
Dropped In Nowhere ๐บ
What to expect from this week's episode:
Envision being dumped into a ๐ city you know nothing about, with only $700 in your pocket, and told to develop a million-dollar business in 90 days.
(Would you take this bet?)
Both Josh and Isaiah discuss what they would do if faced with this challenge. From looking for work and a place to live, to budgeting money for food, to starting a business and building aย ๐ฐ fortune.
If you want to know what these business owners would do to get rich, then you should probably grab a ๐ป drink and listen to this week's episode!
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Dec 29, 2022
New Years Resolutions ๐ฅ
On this week's episode:
Get your finances on the โ
right track in the new year!
Embrace the allure of a fresh start. New Year's is a great time to make financial resolutions, such as starting an investment portfolio, paying off debt, and creating an estate plan (to name a few).
With the ๐
new year quickly approaching, Isaiah and Josh discuss some financial resolutions you can make to improve your life and get you closer to your financial goals.
If you want 2023 to be a better year for your money, grab a ๐ป drink and tune in to this week's episode!
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Dec 15, 2022
Common Financial Mistakes to Avoid ๐
On this week's episode:
We're going to try something new and talk about some of the most common ๐ฐ financial mistakes we see people make.
There's nothing wrong with making a mistake, even when it comes to money! However, it becomes a problem if you keep making the same missteps over and over again. Learning from these common money mistakes can save you time and money in the long run.
Along those lines, we will share some of the biggest financial mistakes they see people make. Ideally, you'll be able to draw wisdom from these missteps and and try to avoid making them yourself!
So, grab a ๐ป drink and settle back for an episode full with words of wisdom!
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Dec 8, 2022
What's So Interesting About Momentum Investing ๐ with Dr. Jack Vogel
We have an exciting interview with Dr. Jack Vogle, the CEO and CFO of Alpha Architects. We talk about a concept that we chat about a lot internally with clients and peers, which is "Momentum Investing."
IN THIS EPISODE, YOUโLL LEARN:
๐What exactly is momentum investing, and how it works.
๐Why momentum investing differs from growth investing.
๐Why should a value investor include a momentum strategy in their portfolio.
๐Why investing is similar to poker in that the best players win over time.
Get yourself a drink ๐ป and settle in for an episode that will take you far beyond ๐ your current level of investment knowledge.
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Nov 17, 2022
Work Optional: Retire Early ๐ด Without Sacrificing Quality of Life
One common misconception is that in order to retire โฐ early, you must be naturally frugal and live this fairly miserable-sounding existence. That is not at all the case.
You don't have to give up your car and ๐ฒ bike, nor do you have to stop buying Starbucks and ๐ฅ avocado toast. You can live a seemingly normal life while saving and developing a solid financial plan to achieve a work-free lifestyle.
This episode of the Happy Hour Money ๐ podcast is a must-listen for anyone considering retiring early.
So, grab a ๐ป drink and TUNE IN!
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Nov 11, 2022
Setting Your ๐ถ Kids Up For Financial Success
In this episode of the Happy Hour Money Podcast, we're talking about setting your kids up for financial success. We all want our kids to be able to retire comfortably, right? But what does that actually look like?
We discuss things like saving for college, investing for the future, and creating a budget.
If you're looking to talk about financial planning with your kids, be sure to listen to this episode! It'll help you create a plan for their future, and help them get ready for financial success.
Grab a ๐ป drink and listen in as we discuss how to set your children up for success.
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Oct 27, 2022
Meb Faber - An Investor's Mindset is the ๐ for Long Term Returns
Meb Faber joins us on the podcast to talk about all things investing. Meb is the co-founder and the Chief Investment Officer of Cambria Investment Management, the host of The Meb Faber Podcast (big fans here), a prolific writer, and the author of several books.
Also, follow him on Twitter @MebFaber
* We discuss what views he has changed his mind about investing over the years.
* Why trend following works - but for people is easy to implement but hard to stick to.
* What small investor advantages are over the BIG guys/gals on Wall Street.
* The idea of the Investing Pyramid
* His story and journey of learning about quantitative investing.
The Meb Faber Show Podcast
A Quantitative Approach to Tactical Asset Allocation
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Oct 20, 2022
Love and Money ๐๐ฐ
Money management can be challenging whether you're in a relationship, newlywed, or have been married for decades. We all understand the importance of communication, but not everyone knows how to do it well. This is especially true when discussing money, which is often (sadly) a taboo topic.
Money management does not have to be difficult!
Renee Marinez and Jen Swindler of Vincere Wealth are this week's financial experts. They will discuss financial planning for couples, how to talk about money with your partner, divorce, and everything in between.
You don't want to miss out on this! So grab a drink, ๐น, and tune in!
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Sep 29, 2022
Financial Advisors React ๐ฒ to TikTok Financial Advice
When you're young, it's the most powerful time to become serious about building wealth. So, what exactly are the younger generations learning today? Financial advice (both good and bad) is being produced at a massive ๐ rate across internet platforms, with TikTok emerging as the new frontier.
Is TikTok a good source of financial advice? ๐ค
Financial Advisors, Josh and Isaiah, find out for themselves as they react to some of the app's financial voices.
Grab a ๐บ drink and listen in as they go through and review five different videos.
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Sep 26, 2022
Starting ๐ A Small Business
Starting ๐ a business is one of the most exciting and rewarding experiences you can have, but where do you begin?
There are a number of approaches to starting your own business, but it is crucial to think about:
- Your business idea
- How much time you have
- How much time it will demand
- How much money you want to invest before making any decisions
- When is the best time to start
- Selecting business insurance
- Tax benefits
Grab a ๐บ drink and follow along with Josh and Isaiah as they share their best advice and tips for starting a business.
Remember: If you're willing to put in the effort, it can be an excellent way to achieve ๐ your dreams and goals.
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Sep 16, 2022
Farmtastic ๐ Investments with AcreTrader
We are joined by Michael Iseman, who is the Director of Operations for AcreTrader, where we chat on a topic that many investors have been interested in - Farmland ๐
Why Farmland? ๐ค
Farmland presents a wide range of opportunities and high returns over the long term. This coincides with the continuously expanding global population and demand for food.
Grab a ๐บ drink and listen to a great discussion about one of the oldest ways to invest.
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Sep 8, 2022
All-Weather Investing - Surviving & Thriving Through All Markets
In this episode, we are joined by Eric Crittenden, who is the Chief Investment Officer of Standpoint Asset Management.
They focus on bringing all-weather portfolio solutions to US investors.
WHAT IS AN ALL-WEATHER APPROACH? The most effective way to prepare for a wide range of market environments while still producing competitive investment returns with limited downside risk.
Tune in for a fantastic discussion on investing, risks, and long-term returns.
Grab a ๐บ drink and tune in - Cheers!
Links for more information
* www.standpointfunds.com
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Sep 1, 2022
Bitcoin Now and Future ๐ with Sam Callahan
We're excited to bring on Sam Callahan! A Bitcoin Analyst who talks about the fundamentals of Bitcoin:
He goes into great detail in:
- What the heck is Bitcoin?
- How do you explain to someone that's trying to get their arms around it?
- Where would I start learning about Bitcoin?
- Is it a good investment even in this market?
Grab a ๐บ drink and tune in if you're thinking about investing in this space or would like to learn more about it
Links referenced:
* Sam's Twitter Account
* BITCOIN Documentary: This Machine Greens - Presented by Swan Bitcoin
* Bullish Case for Bitcoin
* Swan Signal
* Buy bitcoin @ Swan Bitcoin
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Aug 25, 2022
Money Lessons I Wish Were Taught In School!
Raise your hand if you wish personal finance had been taught as part of your school's curriculum. We can all agree the financial education taught in school is abysmal. So, grab a drink and listen in as Isaiah and Josh talk about the money lessons they wish they had learned earlier.
What's the #1 biggest lesson or strategy you wish you knew?
Cheers!
Watch the podcast on YOUTUBE - HERE
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Aug 18, 2022
"The R word" - Recession
Does the definition of a recession matter? What is it? What to do?
Josh and Isaiah dive in and provide advice and guidance on what you can do today and into the future as we move into a recession. They discuss:
* Do I how more cash now?
* How to grow your financial house amid a recession?
* Starting a business in a recession? What about buying something?
* Side hustles and increasing cash flow.
* How to think about food security and non-financial topics today.
* Credit cards / HELOCs and thinking about debt today.
* Budgeting and thinking through cash flow in your personal and business.
Cheers!
_Watch the podcast on YOUTUBE - HERE_
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Aug 11, 2022
What's with this Housing Market?!
Josh and Isaiah - share what the data shows and what they've been suggesting to clients to navigate the housing market challenges. One of the most significant life decisions facing many people today is the buy vs. rent discussion and whether it is the right time for them to buy a home. The conversations they've had over the last 12-18 months have been some of the most taxing - often, the goal has been to minimize regret and help accomplish the life goals one is after.
Cheers!
_Watch the podcast on YOUTUBE - HERE_
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Aug 4, 2022
Collapse of the US Dollar? Inflation 2022 and Beyond
Josh and Isaiah tackle inflation. The conversation pulled no punches when addressing the current issues we face and how to address them.
* Is inflation transitory?
* What's in store for the rest of the year?
* How will it impact investment returns and businesses as a whole?
* What are the "experts" saying?
Links referenced
* The End of the World Is Just the Beginning: Mapping the Collapse of Globalization
* The Big Mac Index
Cheers!
_Watch the podcast on YOUTUBE - HERE_
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Jul 28, 2022
You've Been Lied To About Your Investments | Robo Advisors
Josh and Isaiah dive into investing and share what they've learned over time through research and experience. The issue with what's called Modern Portfolio Theory (MPT). The flaws with the 60% Stock 40% Bond portfolio. And so much more!
Cheers!
_Watch the podcast on YOUTUBE - HERE_
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Jul 21, 2022
Welcome to Happy Hour Money Podcast!
Please get to know your hosts, Josh Bennett and Isaiah Douglass, as they launch Happy Hour Money.
Josh and Isaiah provide background on who they are, their experiences, and what they do for a "day job" - while setting the stage for what show listeners can expect. We chat on:
* What is wealth?
* Josh's Background
* Isaiah's Background
* Opinions we hold that most financial advisors would call "non-consensus"
* AND SO MUCH MORE
Cheers!
_Watch the podcast on YOUTUBE - HERE_
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