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Showing episodes and shows of
David DeWitt
Shows
United SHE Stands
From the Vault! Why You Should Care Way More About State and Local Politics: A Conversation with David DeWitt
Week Two of our holiday break AKA we’re re-releasing another goodie from 2025! Be sure to listen to this episode (or listen again) with David DeWitt to hear him talk about the importance of state and local news. Original Air Date: August 12th, 2025David is the Ohio Capital Journal Editor-in-Chief and a Opinion Columnist. He has been covering government, politics, and policy in Ohio since 2007, including education, health care, crime and the courts, poverty, state and local government, business, labor, energy, the environment, and social issues. He has worked for the National Journal, The New Yo...
2025-12-16
52 min
United SHE Stands
Why You Should Care Way More About State and Local Politics: A Conversation with David DeWitt
In episode 135, we are joined by the face behind our favorite daily newsletter - David DeWitt! We start everyday by reading his newsletter, The Eye-Opener from Ohio Capital Journal, and we are thrilled he took some time to talk to us about the importance of state and local news. David is the Ohio Capital Journal Editor-in-Chief and a Opinion Columnist. He has been covering government, politics, and policy in Ohio since 2007, including education, health care, crime and the courts, poverty, state and local government, business, labor, energy, the environment, and social issues. He has worked for the...
2025-08-12
52 min
ADHD Money Talk
I Lost Everything Despite Being a Financial Planner (My ADHD Money Story)
David DeWitt shares his personal journey from financial disaster to freedom, revealing how understanding the connection between ADHD, shame, and money behaviors transformed his relationship with finances.• Breaking free from the shame cycle that drives ADHD financial behaviors• Understanding how self-beliefs sabotage financial progress despite good intentions• Learning that willpower and discipline aren't effective solutions for ADHD money management• Recognizing how 20,000 more negative experiences shape harmful core beliefs in people with ADHD• Discovering how to befriend rather than battle financial demons• Making sustainable progress by addressing emotional foundations first• Finding freedom through self-a...
2025-06-25
32 min
Fifth Wrist Radio
Driving Time with David Dewitt from Ocean to Orbit
Ocean to Orbit - David DewittThis interview is back from the Wristcheck event last year sadly due to the timing of the event we only managed to grab a few interviews and the audio isn’t perfect due to taking place during the event and us learning the microphones, This interview is with David Dewitt a long time Car Design serving a long stint at Ford Australia and most notably being known for his work on the Ford Ranger. While at Ford he met another fellow designer Sid who also happened to be a fellow watch ne...
2025-03-04
21 min
ADHD Money Talk
Overcoming Perfectionism when Budgeting with ADHD
Do you want to break free from the grip of perfectionism and finally take control of your finances? Are you tired of feeling overwhelmed and frustrated by the constant pursuit of flawlessness in your budgeting? I have the solution that will help you develop healthier financial habits and achieve the financial empowerment you desire. By overcoming perfectionism and celebrating small wins in budgeting, you can finally experience the freedom and peace of mind that comes with taking charge of your money.In this episode, you will be able to:
2023-09-27
10 min
The Big Picture with Edwin Eisendrath
LISTEN: Smart observations from journalist David DeWitt on democracy's big win in Ohio.
David DeWitt is the greatly-relieved-for-a-change Editor-in-Chief of the Ohio Capital Journal. He’s been covering the goings on in that state for more than 15 years. He joins me from time to time to help understand what’s going on in that important state. In this conversation, David weighs in on the big win for Democracy in Ohio’s August special election.We also talked about:* Going from defense to offense in Ohio. * The reproductive freedom measure on the November ballot in Ohio. Constitution. * The tough race ahead for sitting Ohio U.S. Sena...
2023-08-29
28 min
GrassRoot Ohio
Ohio Issue 1 w/ David DeWitt, Editor-in-chief, Ohio Capital Journal
Carolyn Harding with David DeWitt, editor-in-chief of the Ohio Capital Journal about Ohio Issue 1 - the Single Issue on the August 8, special election Ohio ballot. Ohio Capital Journal Editor-in-Chief and Columnist David DeWitt has been covering government, politics, and policy in Ohio since 2007, including education, health care, crime and courts, poverty, state and local government, business, labor, energy, environment, and social issues. He has worked for the National Journal, The New York Observer, The Athens NEWS, and Plunderbund.com. He holds a bachelor’s degree from Ohio University’s E.W. Scripps School of Journalism and is a board member of t...
2023-07-22
28 min
ADHD Money Talk
Exploring Monarch Money: The Ultimate Budgeting Tool
In this episode, we dive into the features and benefits of Monarch Money, an incredible budgeting app that has gained popularity over the past three years. David shares his personal experience with the app and highlights why it stands out from other budgeting tools. From effortless budgeting to intuitive design and gamification elements, Monarch Money offers a refreshing approach to managing your finances. Stay tuned to learn more about its features and how it can help you gain control over your money.Episode Highlights:Introducing Monarch Money: A Modern Budgeting Tool
2023-05-17
26 min
ADHD Money Talk
You Are What You Eat
Money does not have to lead us to this life of dependence and scarcity. We were just taught wrong. We weren't taught how money really works. No class in high school shows us how to become wealthy and financially free. Listen in to hear:We were never taught how money really worksThe biggest difference between the poor and the wealthyRight mindset but wrong brainAudiobooks to "read":Rich Dad Poor Dad by Robert KiyosakiWhy the Stock Market Goes Up by Brian FeroldiAtomic Habits by...
2023-03-08
20 min
Surviving-ISH Podcast
Phillis Dewitt: Im Still Standing
Send us a textPhillis Dewitt is a survivor of multiple forms of abuse. One amazing thing about Phillis is her willingness to share her story. The Abuse:Long term sexual abuse starting at age 3Foster care at the age 14-15 First foster dad arrested for bank embezzlementSecond foster dad was a deacon of the church and molested meBecame an emancipated minor at the age of 16Had graduated from high school a year early and was workingKicked out of the Baptist church when I told th...
2023-02-02
53 min
Taking Control: The ADHD Podcast
Fight Impulsive Spending for your ADHD Holiday with CFP David DeWitt
GPS is Now Open! Visit https://takecontroladhd.com/gps to learn more and take control of your planning today!David DeWitt is a Certified Financial Planner living with ADHD and joins us today to walk through some of the challenges of building — and sticking to — a holiday budget with ADHD.But that's not really the whole story. David takes us on a tour down history lane. It's a tour that starts — and ends, actually — with the concepts around envelope budgeting, a classic in the budgeting universe that focuses on categories and cash. Well, we're note usi...
2022-12-06
59 min
ADHD Money Talk
Rewiring our ADHD (my appearance on ADHD Rewired with Eric Tivers)
I was blessed and excited to be a guest on Eric Tivers’ ADHD Rewired podcast.In this episode, we discuss: The shame we can feel around our financesHow to use our values to help guide our financial planningHow to get past the mental clutter when facing our financesWays to stay consistent with financial managementYou’ll also hear some strategies for tackling debt against spending, why “budget” is a “dirty’ word, the importance of filing your taxes on time, and a glimpse into investing. This interview was originally released at https://www.adhdrewired.com...
2022-12-05
45 min
We Chat Divorce Podcast
57. How ADHD Impacts Divorce with David Dewitt, CFP for Adults with ADHD
In this week’s episode, we chat with David DeWitt, CFP about ADHD and how it impacts the divorce process. David, a Certified Financial Planner for adults with ADHD joins us to talk about finances, investing, and other areas of life that ADHD impacts. Listen to the end to hear David’s insights on what ADHD behaviors look like in adults and tips to keep your finances in check. In this episode we chat about: How ADHD impacts financial behaviors and exercises to manage it How to manage ADHD to make investment decisions witho...
2022-07-20
27 min
ADHD reWired
438 | ADHD Money Talk with David DeWitt
In this episode, Eric is joined by David DeWitt, a registered investment advisor and podcaster who helps adults with ADHD take back control of their money! He's been a registered investment advisor for six years, but it wasn't until his ADHD "awakening" early in 2021 that he realized he wanted to work with others with ADHD. David knows from experience that effective personal finance when you have ADHD is hard, even when you are a trained professional! After discovering his ADHD, he set out to build a financial planning model that works for ADHD brains - first testing it on himself...
2022-07-19
53 min
ADHD Money Talk
ADHD and the FIRE Movement
The 'FIRE movement' is a concept that stands for ‘financial independence, retire early,’ where your investments provide all of your income to support your lifestyle. Hence, you no longer need to work. Sounds pretty good, right? The next obvious question then is how do you achieve this?Frugal Does Not Mean DeprivationTo retire early, you have to save aggressively in the market until you reach a specific dollar amount you've defined as retirement, where you can stop working and live off your investments for the rest of your life. The idea of frug...
2022-07-18
15 min
ADHD Money Talk
The Power of NOW
What is the purpose of having wealth? Some people use their wealth benevolently to give back to society. Others use it to create generational wealth for their kids and future generations. Building wealth is an integral part of our society; however, looking ahead too far in the future can cause us to miss out on what's happening today.The Power of NowIn 'The Power of Now,' Eckhart Toley encourages us to train our minds to become more present at the moment. Toley believes 80-90% of thinking is compulsive and...
2022-07-11
20 min
ADHD Money Talk
Reverse Budgeting for the ADHD Brain
Reverse budgeting is the most ADHD-friendly way to down spending money into different categories.Tracking your expenses and coming to terms with where your money's going is essential in developing a better relationship with your money. Apps - like Honeydue - are great tools to begin budgeting.The most important part of reverse budgeting is identifying your goals. When you get your paycheck, put a portion of that money toward your goals first. The remainder will go toward your expenses. Any money left over is bonus money and is up to your discretion to spend...
2022-07-04
18 min
ADHD Money Talk
Avoiding ADHD Pitfalls in a Non-ADHD Relationship
ADHD money struggles often contribute to anxiety, stress, and strain in relationships. Dr. Stephanie Sarkis, a psychotherapist specializing in anxiety, gas lighting, narcissistic abuse, and ADHD, is joining us today to help us better understand how money and ADHD affect our relationships. Dr. Sarkis is the author of seven books, including 'ADD And Your Money,' a nationally certified and licensed mental health counselor, an American Mental Health Counselor Association Diplomat in the Florida Supreme Court, and a certified family and surrogate mediator. Her latest book, 'Healing From Toxic Relationships,' will be released on...
2022-06-27
37 min
ADHD Money Talk
What an ADHDer Needs to Know About Credit
Whether it's missed bill payments or impulsive spending, ADHD makes managing money more challenging, which, if we're not careful, can lead to low credit scores. The good news is you can improve your credit score and keep it in a safe zone by following a few helpful tips.You Are More Than a NumberIn the eyes of the financial world, your financial reliability boils down to a three-digit number, ranging between 300 to 850, known as your credit score. Lenders use that number to judge you on your creditworthiness. The b...
2022-06-20
20 min
ADHD Money Talk
The ADHD Tax the IRS Can't Collect
Don't worry; the government doesn't tax people with ADHD. The term ADHD tax comes from the times we're charged extra fees and penalties because of having ADHD.Tina Mathams is The ADHD Accountant and a Money Coach specializing in helping clients with ADHD improve their relationship with money. She explains why ADHD makes money hard for all of us and how to avoid the ADHD tax.Impulse Spending and the ADHD TaxBy nature, people with ADHD are impulsive. When we have those impulsive moments, we can easily overspend...
2022-06-13
28 min
ADHD Money Talk
Raising a Financially Responsible Child
You've been working hard on your finances, but you have kids who love to spend money almost as wildly as you used to. How do we teach our children about money?Below are age-appropriate ways to raise a financially responsible child, including some of my favorite tips.Toddlers: Lead by ExampleChildren learn by example, and their most influential role models are usually their parents. …even parents like you and I who have ADHD.You can't teach a toddler how to budget. However, they will learn by hearing wh...
2022-06-06
17 min
ADHD Money Talk
10 Quick Summer Money Tips
After working hard to budget and save money the majority of the year, summer is a reward we give ourselves. Summer represents fun in the sun and vacations, spending that hard-earned money. Having ADHD can make it harder to resist some of those temptations. However, here are ten fun and easy ways to enjoy your summer.1. Set a summer budgetThink about all the things you are doing this summer, then plan out your budget in all categories for each month to make room for those expenses.2. Us...
2022-05-30
07 min
ADHD Money Talk
8 Ways to Gamify Your Finances
The brain of an ADHDer like me switches to the off position when we think about saving, budgeting, investing, and planning for our future.Turning our finances into a game can help.What makes you want to keep playing your favorite game? Is it leveling-up? Unlocking new quests? Working towards a defined reward? Add game-like elements to make the hard things more fun and rewarding. Gamify your investing.McDonald's uses gamification via their Monopoly game to encourage customers to buy more. Buy a medium drink, not the small one...
2022-05-23
17 min
ADHD Money Talk
Sacrifices: My ADHD Money Awakening Story
ADHD makes managing money hard. It requires a lot of starts & stops, trials & failures, recovering, bouncing back, and resilience.We may intellectually understand why managing your money is essential, but when it comes to implementing a plan, we hit a wall.That was me too.My Story: Digging Myself Into a HoleMy first job after college was as a mutual fund accounting analyst. I became hyper-fixated on becoming a wall street stock analyst.I studied to get my chartered financial analyst (CFA) certification, and passed level one...
2022-05-16
28 min
ADHD Money Talk
ADHD and Divorce: How to Navigate Stressful Times when Separating
Navigating Stressful Times in an ADHD DivorceResearch has shown people with ADHD are twice as likely to be divorced or have more than one marriage than those without. If you have ADHD, divorce can be extra messy and emotional. You owe it to yourself, and deserve the clarity, knowledge, and support needed to come out of a divorce knowing you got what you deserve.Learn about "My Divorce Solution"In this episode, I speak with Karen Chellew and Catherine Shanahan - who founded My...
2022-05-09
31 min
ADHD Money Talk
An ADHD Beginners Guide to Getting Started Investing
Investing in the ADHD-Friendly WayThe term ADHD-friendly means intuitive and low stress, so new investors will want to select the right investment company. After researching companies providing various automated investing services, I found one that struck me as very ADHD-friendly, covering all the bases. The service is intuitive for both novice investors and seasoned participants looking for a simplified, automated service to manage their money.In this episode I walk you through the process of setting goals, opening an account, how to select investments, tweak the portfolio options, and ways t...
2022-05-02
14 min
ADHD Money Talk
Investing Psychology for ADHDers 101
Successful long-term investing is not so much about the tax treatment of your account or which investments you select. Those things are important, but they pale in comparison to the most critical variable of investing. That's what we will talk about today. Want to work with me?Check out my ADHD Planning & Coaching service.Head over to our YouTube channel for the full experience on future episodes.Learn more about ADHD-friendly financial coaching Follow me on YouTubeSubscribe to the newsletter
2022-04-25
23 min
ADHD Money Talk
Nine Key Investing Concepts Every Beginner (and Pro) Should Know
Today we are going to talk about 9 key investing principles and concepts that every beginner (or pro) investor should understand.I have been fielding more and more questions from clients about how to get started investing, and so I thought it was a great time to roll out a few episodes on the topic. It is important to me that fellow ADHDers that don't have investing experience understand some key concepts and principles before they embark on an investing journey so that they are prepared for success. Want to work with me?
2022-04-18
28 min
ADHD Money Talk
ADHD and Lifestyle Creep
In this episode I talk all things lifestyle creep through the ADHD lens!Join my Facebook group!Want to work with me?Check out my ADHD Planning & Coaching service.Head over to our YouTube channel for the full experience on future episodes.Learn more about ADHD-friendly financial coaching Follow me on YouTubeSubscribe to the newsletter
2022-04-11
20 min
The Faster Than Normal Podcast: ADD | ADHD | Health
Money and My ADHD; How Not to Buy an Inflatable Palm Tree for Your Dorm w/ Investment Advisor David Dewitt
David DeWitt is a registered investment advisor and podcaster who helps adults with ADHD take back control of their money. He's been a registered investment advisor for 6 years but it wasn't until he had his ADHD awakening in early 2021 that he realized he wanted to work with other people with ADHD. David knows from experience that effective personal finance when you have ADHD is hard - even when you are a trained professional. After his ADHD awakening he set out to build a financial planning model that works for ADHD brains, first testing it on himself. And now, he's o...
2022-04-06
14 min
ADHD Money Talk
Is Buying or Leasing more ADHD-Friendly?
It's time for a new car. Should you lease or should you buy? In this episode, I'll talk about the differences between the two options and confess my preference. I believe one option is more ADHD-friendly than the other. Outline of the ShowYour old car is breaking down! [00:45]Buying a car [3:36]Used vs. New [6:40]Leasing [8:47]Join My Facebook Group!Want to work with me?Check out my ADHD Planning & Coaching service.Help Me Out!If you...
2022-04-04
17 min
ADHD Money Talk
I'm Out of Debt, Now What? & Can you see ADHD on a Brain Scan?
In this episode, we're tackling the remaining steps in the ADHD Money Mastery Ebook. Specifically, we are talking about building out your full life happens (emergency) fund, starting to invest in a Roth or traditional IRA, pre-funding large expenses, and maxing out your 401(k). I also talk about recent research I read about which suggests that we may be able to see ADHD on brain scans in the future, or at least be able to use them to help in the diagnosis process!Outline of the ShowADHD brain scan [4:05]Building...
2022-03-28
33 min
ADHD Money Talk
Avoiding the ADHD Debt Cycle and Financial Burnout
You've spent six months repairing your financial situation. You are completely out of debt. But now you are tired prone to a slip-up. Your credit cards with zero balances are staring at you begging to be used. This is the most important time of your journey, and when you may be the most vulnerable!Outline of the showHyperfixating on improving your finances [3:35]Yo-yo diet [4:00]How to avoid financial burnout [6:40]Join My Facebook Group!Want to work with me?Check out my ADHD...
2022-03-21
13 min
ADHD Money Talk
Facing your Money Monster with Christine Luken
This week I am switching it up and pulling out an interview I recorded many months ago for my old podcast, Invest Smarter. This was going to be my last episode for that podcast, but I instead decided I would hold onto it for a time to release on ADHD Money Talk because it is so relevant!My guest, Christine Luken, is the financial Lifeguard. She empowers high-earning individuals to master their money!We talk about budgeting, the money monster, paying with cash, guilt, shame, and so much more. Check out her website a...
2022-03-14
53 min
ADHD Money Talk
Yes, There's a Word for That: Procrastivity! & Are You Leaving Free Money on the Table?
You know that thing that happens where you need to do a big important thing, but then you do a million little not important things instead? Well, there is a word for that. Procrastivity. In today's show, I talk about what it is, examples of how it affects us, and how we can cut it out!Next, I talk about getting free money. We ADHDers already pay a thing called the ADHD tax. That is late fees, things we don't need, and the food we don't eat. Well, to help offset the tax, we might as well...
2022-03-07
21 min
ADHD Money Talk
Are These Three Things Killing your Budget?
In this episode, we continue the budget conversation. Specifically, we are talking about budget killers. For ADHDers and neurotypicals alike, food, one-off purchases, and subscriptions are the most common reasons we find ourselves harmful each month. I talk about ways to mitigate these dangerous spending habits!Outline of the ShowWhy my budgets failed [2:05]Mistakes I made setting up my budget [6:27]The three categories that were holding me back [9:40]How I spend less on food [12:00]One-time expenses [16:45]Subscriptions [19:55]Get rid of Amazon Prime! [22:37]Listener Question [22:25]
2022-02-28
26 min
ADHD Money Talk
Hyperfixations & Budgets & Taxes, oh my!
The main thrust of today's show is to tell you about the 50/30/20 budgeting rule. It is a rule that can help you diagnose where your most significant budgeting issues lie. That leads me to a conversation about one of the most critical issues ADHDers have with sticking to budgets: hyperfixations. Hyperfixations can be very expensive. I talk about how two of my hyperfixations cost me a lot of money. They aren't inherently a bad thing. The problem is when it causes you to spend money you do not have!I start the show off with a discussion...
2022-02-21
34 min
ADHD Money Talk
Ideas to Make More Money! & ADHDers are Creative...and Dramatic?
Today on the show, we are talking about making more money! Now, this is not just to have more money. It is really because you've realized how important financial security and peace of mind are to you, and you have decided that one of the ways you can improve your life and the life of your family is by having more income. So we get into various ways to potentially make some more money on the side without much investment!I also talk about ADHD and creativity. Specifically, a study from 2018 suggests ADHDers are more creative than...
2022-02-14
24 min
ADHD Money Talk
Credit Cards and ADHD go Together Like Forks and Power Outlets
Today on the show, we are talking about credit cards and getting out of debt! Credit cards and ADHD should generally not be combined. I'll talk about how debt is terrible for our mental and physical health. I'll ultimately explain two strategies to get out of debt: the snowball and avalanche method. I'll start the show by talking about something that has been on my mind regarding ADHD and stigma. And today, I am answering two listener questions!Get the ADHD Money Mastery ebook and worksheets when you subscribe to the newsletter!...
2022-02-07
33 min
ADHD Money Talk
Let's Talk ADHD Money Mindset
Today on the show we are taking a pause and talking about mindset. Next week we will get back into it with strategies for paying off debt! One of the most common questions and comments I have been receiving is on mindset. How do we actually change our mindset? I will lend some perspective today.Get the ADHD Money Mastery ebook and worksheets when you subscribe to the newsletter!Outline of the showI can't remember movies [00:23]Mindsets I've been hearing [1:18]It is not that easy [3:15]How...
2022-01-31
22 min
ADHD Money Talk
Why ADHDers Should have a Life Happens (Emergency) Fund
Today during the non-financial topic, I talk about ADHD and time management. I then share how I use my external hard drive (AKA, my planner). We then get into the financial topic, the next step in our financial journey. Once you have your plan and budget, you need to make sure you're allocating your savings efficiently. If you don't have a life happens (emergency) fund yet, that is where you may want to start. We wrap the show up with a listener question about impulsive shopping and finding a healthy middle ground.Outline of the show
2022-01-24
25 min
ADHD Money Talk
How to Budget when you Have ADHD
Are you excited to start your budget? I know I am! Budgeting with ADHD is a must if you want to change your relationship with money for good. When I started budgeting in a way that stuck, my entire financial life began to transform. I had finally figured out a way to become mindful of my spending in a way that was sticking. I'll teach you exactly what to do in this episode. Before that, though, I talk about revenge bedtime procrastination.Outline of the showMoney is self-care [00:18]Housekeeping for the...
2022-01-17
25 min
ADHD Money Talk
The ADHD Spending Devil vs. the One Page Plan
It looks like you've made it to episode #2 of the podcast! That is awesome. Today we are talking about the one-page ADHD-friendly financial plan. I also share a personal struggle and wrap up with a listener question. Do you want a question answered on the show? Click here if you do.Outline of the ShowMy personal ADHD struggle [2:30]The ADHD friendly one-page plan [6:25]Listener question [22:15]Help Me Out!If you enjoyed this podcast, the best way to help me spread the word is to...
2022-01-10
26 min
ADHD Money Talk
My ADHD Journey & Why Money is Hard for ADHDers
Welcome to episode one of the ADHD Money Talk Podcast! I'm so happy you are here giving this podcast a chance. I sure hope you'll stick around and grow with me as we take charge of our money together and open up new possibilities for your future.Traditional personal finance advice may not work for ADHD brains. That's where this podcast comes in. We'll put all things personal finance through the lens of ADHD. Outline of the showIntroduction & how to ask me questions [0:00]My ADHD Journey [2:52]Money, and why...
2022-01-03
24 min
ADHD Money Talk
ADHD Money Talk Trailer
Subscribe to the newsletter: ADHDMONEYTALK.COMWelcome to ADHD Money Talk, the show gives dynamic but distracted ADHD brains the tools and strategies to take control of their money once and for all, and have fun doing it.If you save tons of money every month, and have a spreadsheet for everything, and have no worries about money, then show is not for you. But if you have ADHD, whether diagnosed or you just think you do, and you think you should be a lot better with your money, but for whatever reason...
2021-11-30
02 min
Invest Smarter
Professional Athletes and Their Finances with Amobi Okugo
Today I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part of the team until he moved on in 2015. He then bounced around the MLS for a couple of years, before becoming a free agent and missing a whole year in 2018. He's now been back at it in Austin playing for their USL team, which is the second tier of professional soccer in the United States. I explored with Amobi...
2021-11-22
28 min
Invest Smarter
Buying a Business for Retirement Income with David Barnett
On today's show, I talk with David Barnett, who is an expert in buying and selling business. I wanted to come at the conversation from the angle of buying a business as an income generating asset in retirement. He had a lot of wisdom to share. We cover:How did David become an expert in buying and selling "main street" businesses?Should you buy or sell a business in retirement?Aligning your business venture to your interestsWhy buying a business and being "hands-off" is an unrealistic expectationDon't be fooled by the promise of buying an "absent-owner" b...
2021-11-01
50 min
Invest Smarter
Is Inflation Suffocating your Cash? Here's how to Combat It.
Today I talk about inflation. Specifically, I talk about where we stand today with inflation, reasons it may subside, and reasons it may continue. I then discuss why it is so damaging to our wallets and cover the specific ways we can combat inflation. Outline of the showWhere do we stand with inflation? [1:25]How inflation hurts our wallets [11:45]How to combat inflation [15:00]Where do we stand with inflation?Inflation is currently running hot. The last official reading was 5.4% year over year. We've certainly seen much higher...
2021-10-25
28 min
Invest Smarter
Why and How to Start a Roth IRA for your Child | Should You Wait for a Dip to Buy Stocks?
Today we talk about Roth IRAs for your kids and why you shouldn't wait for a dip to invest. Outline of the ShowRoth IRA for you kids [4:06]Don't wait for the dip [14:00]On today's show, we talk about why and how to open a Roth IRA for your child. Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. Now if you have kids, I want you to consider opening a Roth IRA for them. A...
2021-10-18
20 min
Invest Smarter
Does Bitcoin Provide Portfolio Diversification? | Why are Rising Rates Bad for Tech Stocks?
Rising rates, in theory, are bad for tech stocks. Is that always true? I dive in with the help of a recent article from Ben Carlson. Next, I look into how adding a bit of bitcoin to your portfolio could mean you are investing like a Nobel Prize-winning economist. Finally, we answer a listener's question about retiring early before a feared financial disaster in the economy.Outline of This Episode[] Are rising rates bad for tech stocks?[] Can Bitcoin help you diversify your portfolio?[] What should Steve think about retiring early while...
2021-10-11
19 min
Prognosis Ohio
David DeWitt and Jake Zuckerman of the Ohio Capital Journal
Dan Skinner talks with Jake Zuckerman and David DeWitt of the Ohio Capital Journal about the state of things at the Ohio Statehouse since the summer. Show notes at PrognosisOhio.com and WCBE.org.
2021-10-07
30 min
Invest Smarter
Investing in Megatrends - Industries that are Shaping Our Future
More VolatilityMarket volatility stayed elevated last week as interest rates made a move higher, a government shutdown loomed, and a major infrastructure deal hangs in the balance. Yet, the market is still less than 5% down from its all-time highs. Since we spent 220 plus days straight less than 5% from the highs, (S&P 500) it is natural that the first bout of volatility catches some of us off guard and causes us to make irrational decisions. Let's make sure that if this much volatility gets us feeling nervous, we gut-check our portfolios.Investing...
2021-10-04
58 min
Invest Smarter
Will Evergrande Affect the United States? | What you need to Know from the New Tax Proposal
We finally had significant market volatility on Monday of last week (9/20/2021) as fears that a huge property developer in China, Evergrande, was going to default on its massive pile of debt and cause a 2008 style crisis all over again. Well, before we could blink, it was over and the market came right back. However, could that have been the crack in the Armor? Also, we discuss how earnings calls can predict the performance of a stock, and how recent earnings calls show that inflation is on the mind of corporate America. Finally, there has been a new tax proposal t...
2021-09-27
21 min
Invest Smarter
Should I Roll Over my Old 401k to an IRA? (EP.45)
Do you have any 401(k)s left behind with previous employers? Should you keep them? Research shows that you could be leaving a small fortune of money on the table if you do. We get into this today on the show. Also, we talk about a recent headline from CNBC about "stock growth coming to a peak," how Bitcoin gets lost and found, and why the obesity pandemic is such a mystery. Today's headlinesFour reasons stocks may be approaching 'peak growth’ and what that may mean for investorsA father and...
2021-09-20
35 min
Invest Smarter
Investing in Innovative Companies with Innovation Expert Dan Toma (EP.44)
Today I talk about investing in companies that actually innovate with Dan Toma, an innovation expert who helps companies transform into innovative machines. But first, I talk about some staggering stats about how underprepared baby boomers are for retirement, and how legislative changes are coming to make saving for retirement easier and more flexible.Outline of this Episode[1:45] Baby Boomer's underprepared for retirement headline[5:25] Interview with Dan TomaBaby Boomer's are Underprepared For RetirementPrior to the 401k, savers relied more heavily on pensions and defined b...
2021-09-13
52 min
Invest Smarter
Bitcoin is Moral and Fiat Money is Not - with Jimmy Song
Jimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the most interesting person I have talked to regarding Bitcoin and cryptocurrency. What you'll learn: What is a Bitcoin MaximalistWhat is BitcoinCommon arguments against Bitcoin and the RebuttalWhy Bitcoin is not like the Tulip BubbleWhy Bitcoin is volatileCan Bitcoin be a practical medium of exchange?Bitcoin adoption around the worldThe Bitcoin s...
2021-08-30
54 min
Invest Smarter
The FIRE Movement - Take Control of your Future with Susana Selles (EP.42)
Today I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She is a huge proponent of cryptos and blockchain, and she tells us about its potential. She is the host of her own excellent podcast called Say YES to FIRE: Financial Diaries of a Millennial.
2021-08-23
55 min
Invest Smarter
What is Embedded and Decentralized Finance? How has Fintech Changed how we Bank and Invest? (EP.41)
What's this episode about?My guest for this episode is Tristan Pelloux. He is passionate about all things fintech and is the founder of Fintechreview.net, a media website that has a mission to demystify the world of fintech.In today's show, we get into some topics you may have heard of before but aren't really sure what they mean. After listening to this episode, you still may be confused about exactly what embedded, and decentralized finance is, but I think you'll have a better idea. Because I know I am still confused!...
2021-08-16
48 min
Invest Smarter
(EP.40) Keeping a Global Perspective with Award-Winning Money Manager, Jonathan Baird CFA
Keeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because his global research kept him astutely aware of all the action regarding the virus before it hit our shores in the USA.Jonathan is the author of the monthly report called the Global Investment Letter. After reading a few of these myself, I knew I was in for a treat. He has a wonderful, impressive, and nuanced worldview. Check...
2021-08-09
56 min
Invest Smarter
(EP.39) The Power of the Solo 401(k) with Daniel Blue
With a solo 401(k), you have so much more flexibility when it comes to your retirement account. This week we have solo 401(k) expert Daniel Blue on the show to give the lay of the land. One of the biggest pain points with your traditional 401(k) is the incredibly limited menu of investment selection. With a solo 401(k), your investment universe is virtually unlimited, allowing you to make your retirement dollars work for you the way you want them to.A solo 401(k) can give you the flexibility you need to access your money without triggering a...
2021-07-19
41 min
Invest Smarter
(EP.38) Banking on Yourself with Mark Willis, CFP®
Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home equity in 2008. He knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.The Bank on Yourself™ that Mark employs has its critics, but from my research and conversations with others, I believe it can be a great strategy for the right person as a complement to all th...
2021-07-12
44 min
Invest Smarter
(EP.1) Make the Markets Boring Again | The Low Vol Anomaly Explained (Youtube Video)
This is the first episode of our new midweek episodes, where we will be talking all about retirement planning and investing topics in a shorter format. All of these episodes will be best enjoyed on our YouTube channel, where graphics will accompany the audio. We hope you enjoy this new expansion of our Podcast/YouTube channel. In this 15 minute podcast, you will learn what it is, why it's so surprising, theories as to why it has occurred, and reasons it may continue. In short, the age-old wisdom of more risk, more return hasn't particularly held up that w...
2021-07-08
15 min
Invest Smarter
(EP.37) Democratizing Access to Human Financial Advice with Brian Thorp
Today I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, financial coach, educational podcasts, and more. We talk about the critical role human financial advisors can play for individuals, we talk about how finding the right advisor doesn't mean they have to be down the street from you, and much more.He also turns the tables on me and asks me about my philosophy when it comes to investing in individual stocks as part of a financial...
2021-07-06
37 min
Invest Smarter
(EP.36) Growth, Inflation, Modern Monetary Theory and more with Herb Morgan
On this week's show, we are back talking about investing and the markets. Our guest is Herb W. Morgan of Efficient Market Advisors. Herb is a sharp guy, and we get into several interesting and relevant topics. We dive into inflation, and the interesting market reaction to the latest Federal Reserve update to increase their inflation forecast. However, they still maintain that inflationary pressures are largely transitory. Herb believes the bifurcated market reaction, with value stocks all of a sudden rolling over and growth catching a big bid, is a sign of growth regaining a leadership position. We also...
2021-06-21
49 min
Invest Smarter
(EP.35) Investing In Yourself with Million Dollar Collar Founder Rob Kessler
Investing smarter can mean a lot of things. In the case of serial entrepreneur Rob Kessler, it means investing in yourself. After starting a screen printing and embroidery business, one thing led to another and he learned early that the best investment was in himself. It makes sense because he has a good track record! He also appreciates the importance of diversification, which is important for many entrepreneurs. In this show, he shares his story, gives valuable advice for entrepreneurs, and much more. He drops nuggets of knowledge throughout the interview, so give it a listen. In t...
2021-06-14
51 min
Invest Smarter
(EP.34) How Abbie Leibowitz Started a Business to Simplify Health Insurance
Abbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer of the health insurance behemoth Aetna. Abbie has an inspirational story to share, and we hope you enjoy it.
2021-06-07
49 min
Invest Smarter
(EP.33) A Wealth Secret you Probably Haven't Heard of With Sean Adams
Sean Adams is the CEO of Leveraged Life Management. His goal is to help the wealthy change their relationship with their money and become their own banker. Rather than try and explain it here, listen to the episode, and let me know what you think by emailing at investsmarterpod@gmail.com. The concept he introduces was new to me and it is probably new to you, so I hope you find this interview interesting and valuable. Note: The information in this podcast is for educational purposes only and should be viewed as specific investment advice. Download Sean's f...
2021-06-01
42 min
Invest Smarter
(EP.32) The Do's and Don'ts of Asset Location
Asset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account types. There are basically three account types: taxable, tax-deferred, and tax-exempt. We'll help you understand what belongs in what account and why. Enjoy the show, and keep Investing Smarter!Want to make sure your assets are properly located? Get a free retirement assessment at www.dewittcm.com/retirement-assessmentNote: The information in this podcast is for educational purposes only is not specific advice. Consult with a...
2021-05-24
15 min
Invest Smarter
(EP.31) From Running Banks to Investing in them: Ted Peters
Today we talk with Ted Peters. Who is Ted Peters? He started two successful banks from scratch. He ran Bryn Mawr Trust for 14 successful years. He has worked with Bed Bernanke and Janet Yellen. And now he runs a unique and exciting hedge fund with the top bank analyst in the country. This is his story. Go to the Invest Smarter Podcast page for full show notes. Email at investsmarterpod@gmail.com with questions for the show.
2021-05-17
42 min
Invest Smarter
(EP. 30) Inherited IRAs: What are Your Options?
In this week's episode, we tackle inherited IRAs.We cover | Options for spousal inherited IRAs | Options for non-spousal inherited IRAs | Explain what the 10-year rule is | Explain the old Stretch Provision | Give ideas for tax-efficient distribution strategies | Give a couple of scenarios | Explain how distributions are taxed | Explain some special considerations and exemptions | Keep Investing Smarter!
2021-05-10
14 min
Invest Smarter
(EP. 29) Should you Invest with the Market at Highs?
Welcome to the Invest Smarter podcast. On this show, we aim to leave you a smarter investor by the end of every episode. We will simplify investing, provide actionable ideas, and discuss timeless investing wisdom.In this episode, we talk about whether or not you should invest when the market is at highs. Just thinking about whether or not to invest when the market is at highs means you are engaging in market timing, and we know throughout history that humans are simply not good at timing markets. Markets are incredibly complex, and every transaction has a...
2021-05-03
19 min
Invest Smarter
(EP. 28) Risk of Retiring at a Market Peak & 40% Capital Gains Tax?
In this week's show we cover: Biden's proposed taxes Risk of retiring at a market peak Dogecoin and Reddit Investing in what you understand- Peter Lynch Passive investing shortcomings Bill Miller's Q1 market letter Housing boom!Stories Covered: Biden has pledged to tax the rich — but precisely how will he do that? Experts consider his options Study Shows Repealing Stepped-Up Basis Would Damage the Economy Retiring soon? Why the popular 4% withdrawal rule may be a bad idea Dogecoin, Elon Musk—And The Latest Reddit Mania The Atlantic: The Autopilot Economy Bill Miller 1Q 2021 Market Letter US Housing M...
2021-04-26
51 min
Invest Smarter
(Ep. 27) Welcoming our first guest: Julian Krinsky
We are very excited to introduce our first guest to the podcast. Julian Krinsky is the founder of the Julian Krinsky School of tennis, Julian Krinsky Camps and Programs, and The Julian Krinsky Business School, and more. He left a comfortable life in South Africa to move to the USA in 1977 with just 1,200 dollars. He started giving tennis lessons on Dave Sr.s childhood backyard tennis court, and by 2019 he has reached 4,000 to 5,000 kids, half of whom were from overseas. Oh, did I mention he played in Wimbledon and the French Open? He's loaded with an abundance of life le...
2021-04-19
44 min
Invest Smarter
(EP. 26) The Fed Isn't Printing as Much Money as it Looks Like
In this week's show, we cover a whole range of topics from the Archegos family office blowout, Jamie Dimon's shareholder letter, China investing in Africa, the housing boom, value's mean reversion potential, and more.Please share our podcast! We are eager to grow and need your support. Thanks!Topics Covered: Archegos Jamie Dimon The Housing Boom Reasons to be Optimistic The Fed money printing accounting change Why people die with money in the bank Government debt vs cost S&P 500 leadership changes over the decades Value stocks mean reversion potential Stock ownership trends Home equity loansStories Mentioned:Credit Suisse explainer...
2021-04-12
53 min
Invest Smarter
(EP.25) Are Growth Stocks Dead?
Are Growth Stocks Dead?Have you heard the saying, "if it's in the news, then it's in the stock?" If you have watched CNBC recently, you would constantly hear the narrative that value stocks are back and growth stocks are done. Meanwhile, value stocks are already up significantly from their lows, and growth stocks are already down significantly. While I am not suggesting that this dynamic won't continue, I am suggesting that generally speaking, by the time an idea becomes mainstream, it is frequently too late. And the consequences for the average investor are often poor decision-making. L...
2021-04-05
07 min
Invest Smarter
(EP. 24) Are Target Date Fund's Your Friend? & The New ETF: Custom Indexing
In this week's episode, we explore a study that shows that target-date funds in your 401K can actually hurt your performance over time. We look into how custom indexing is making ground, and how it has advantages to ETFs from a cost and personalization standpoint. We talk about how stock correlations (how stocks move together) have been increasing dramatically over the last 30 years. Part of this is passive investing's fault.This lends more support to the idea of a new age of stock picking (or custom indexing!). But we point out that just cause it's custom doesn't make it any...
2021-03-29
48 min
Invest Smarter
(Ep. 23) Cathie Wood's Capacity Problem, Bitcoin's Green Problem, and... the Metaverse?
This week's episode was a blast to record. We start off by covering a great piece from Morningstar about the challenges Cathie Wood and her Ark funds are likely to face now that her funds are enormous. We chat about the Fed and what Jerome Powell said to make markets happy. We discuss a great 2020 and 2021 outlook from legend Howard Marks from Oaktree Capital Management. We discuss some interesting Bitcoin facts, particularly as it relates to environmental concerns. We also look at how there is truth to the idea that investing in stocks a monkey picks by throwing darts a...
2021-03-22
53 min
Invest Smarter
(EP. 22) The Size of the Emerging Market Opportunity is Mind-Boggling
In this week's show, we go over the stimulus package that was just passed and what it means. Of particular interest is the guaranteed income over the course of the next year to families with children. Without a doubt, this is something that Democrats will wish to make permanent. We also talk about inflation, as it is on a lot of people's minds. We continue to err on the side of it not being a worst-case scenario. A lot of the inflationary pressures are transitory. We discuss how some parts of the economy actually inflated during the pandemic and are...
2021-03-15
40 min
Invest Smarter
(EP. 21) Staying Calm as ARK Funds Continue Sell-Off as Rotation Intensifies
What a week! One of my favorite stocks, Digital Turbine (APPS), hit a 52 week high on Tuesday on great news and proceeded to drop 35% in the Span of 72 hours! This is a microcosm of what is happening across the board in stocks that have been the biggest winners. The media is labeling the stocks taking hits as non-profitable tech stocks, but from what I can see, it is anything that has been a big winner, profitable or not. If you are waking up with a feeling of confusion and uncertainty, take a listen to this podcast. This is not...
2021-03-06
18 min
Invest Smarter
(EP. 21) Staying Calm as ARK Funds Continue Sell-Off as Rotation Intensifies
What a week! One of my favorite stocks, Digital Turbine (APPS), hit a 52 week high on Tuesday on great news and proceeded to drop 35% in the Span of 72 hours! This is a microcosm of what is happening across the board in stocks that have been the biggest winners. The media is labeling the stocks taking hits as non-profitable tech stocks, but from what I can see, it is anything that has been a big winner, profitable or not. If you are waking up with mounting losses, take a listen to this podcast. This is not a time to panic...
2021-03-05
18 min
Invest Smarter
(Ep. 20) With Rates Rattling the Market, will the High Flying Technology stocks hold up?
In this week's episode, we chat about how rates rising have rattled the market a little bit. We discuss the mechanics of why this happens and tie it to the big picture of inflation expectations. We wonder which sectors would benefit from more inflation and what will happen to the high-flying tech stocks. There has been a divergence even within technology stocks, and some may be more vulnerable than others.We also talk about the expectation gap that exists with individuals expecting large returns on their portfolio and list capital preservation as a top priority. We discuss t...
2021-03-01
37 min
Invest Smarter
(EP.19) Roku, Is inflation coming, and why Asset Allocation may need to Change
In this week's episode, we spend the bulk of our time talking about inflation. It has been one of the most frequent questions we have received recently. When you Google search, "Is inflation coming?", you seem to find that for every alarmist article citing inflation fueled market crash is imminent, there is another article suggesting that there is nothing to worry about. We break down some of the top reasons for both arguments to help our listeners understand some of the dynamics at play. Big picture, however, inflation and rates will have to normalize at some point. Those who...
2021-02-22
39 min
Invest Smarter
(EP. 18) Cathie Wood's Thoughts on Bubbles, & Google Trends Forecasting a Bubble?
We know, we keep bringing up bubbles and Cathie Wood. Why? Cause everyone keeps talking about bubbles and Cathie Wood! And over the last couple of weeks, Cathie even talked about why she thinks we aren't in a bubble. So Cathie + Bubble talk means we had to talk about it. Enjoy this week's episode!
2021-02-16
19 min
Invest Smarter
(EP. 17) The Business of Being Bullish
The lowest 2021 S&P 500 large bank price target is 3800, which is essentially where we are. In 12 of the last 15 years, the consensus end of year S&P 500 price target has been overestimated. Being bullish is good for business and a safe choice for analysts when everyone is following the herd. We discuss this in our latest episode. We also take a look at the valuation of the market which is at levels hard to justify even in this low rate environment. We discuss Jeremy Grantham's piece from early January about the nature of bubbles, and why he believes we...
2021-02-08
34 min
Invest Smarter
(EP.16) Gamestop and the Gamified Stock Market
Hey guys so every week or every other week (still deciding), I'm going to have another version, call it a subchannel, of the podcast where I spend 15-20 minutes talking about what's on my mind regarding the markets, what I'm watching, what's catching my eye, and so on where I just get it out of my system. I'm thinking of a name for the subchannel so if you have any thoughts, let me know. Hope you like it, please let me know what you think by emailing yourmoneydewitt@gmail.com.In the first rendition, I talk all...
2021-01-29
22 min
Invest Smarter
(EP. 15) Why it's Time to get a Financial Advisor
In this week's episode, we switch it up a bit. We talk about the value of financial advisors and why they can be such a valuable partner in your journey. Especially after 2020 when, ironically, investing felt so easy for a lot of people, now is a great time to consolidate some of your investing success and get a head start on your true financial future. Dave Sr. shares a personal story from the dot-com era that is all too relevant today. We hope you enjoy it!
2021-01-25
28 min
Invest Smarter
(EP. 14) Investing in Space, the OLED Revolution, and Real Esate Crash?
In this episode, we talk about A new way to invest in space (coming soon) The state of the market The ongoing OLED revolution, and lessons learned from investing in it Why a housing crash is probably not in the cards in 2021Articles Mentioned:Ark Space ETF Coming SoonBlue Origin to fly People on New Shepard by AprilHousing Bubble 2021Mike Santoli Market TakeApple to use OLED in Ipads in 2022Foldable OLED display Market to Grow 94 Million Units by 2025
2021-01-19
40 min
Invest Smarter
(EP. 13) 2021 Outlook, the Coming Millenial Boom, and the Costco Experience
In this weeks episode, we talk about the following:Why you should not wait for the market to drop to buy stocks, 2020 Recap, 2021 Outlook, Why we love Costco, Value buying and avoiding value traps, stock market performance under Democratic leadership.Articles DiscussedThree Reasons you should Not Wait for The Market to CrashTom Lee says Stocks are Far From a Bubble
2021-01-11
35 min
Invest Smarter
(EP. 12) Tesla, Investing in Innovation, Market Cycle Investing
In this week's show we talk about: Tesla Ark Funds and how they invest in innovation How innovation is bubbly Passive funds vs. active funds historically Economic Activity collapses, but not the stock market Market Cycle Investing How to get into the market if you missed out? How lowering your car payment by 50 bucks a month could get earn you 60K in 30 years Roth IRA conversionArticles Discussed:WSJ: Tesla Bulls Double DownARK ETF family pulls in ~$1B in fund flows Tuesday nightCathie Wood Investor LetterActive...
2021-01-04
49 min
Invest Smarter
(EP.11) IPO Euphoria, Passive Investing Dangers, and Gen Z Investing Trends
In this week's show, we discuss recent IPOs and IPOs in general. We talk about why and how IPOs are priced and how they can trade at such different prices on their first day of trading. We then move into a discussion revolving around the emerging risks of passive investing. Basically, the way market-cap-weighted indexes are constructed can create imbalances. For instance, Tesla is going to be the fifth largest weighting in the S&P 500! We wrap up talking about the very different way Gen Z thinks about and interacts with the world, and investment trends to consider as...
2020-12-21
44 min
Invest Smarter
(EP. 10) Can Bitcoin Help Diversify your Portfolio, and the Market is Overvalued...Or is it?
Over the past couple of weeks, we have seen bitcoin make a new high for the first time since 2017. This time, it feels a little less euphoric as more big names admit it is here to stay. We discuss if it could make sense in a diversified portfolio. We also discuss a recent article by legendary market researcher Robert Shiller where he makes a case that equities still look attractive. We wrap up with some tax moves to consider in this very unique 2020. Please email us at YourMoneyDeWitt@gmail.com with feedback or questions and topics for the show.
2020-12-06
31 min
Invest Smarter
A Stay-at-Home Black Friday and End of Year Volatility? (EP.9)
In this week's show, we talk about Black Friday. This year Black Friday will look a lot different. A lot more online shoppings and perhaps a lot less impulse shopping. We also discuss some market calls from some top market watchers. There seems to be a theme about some expecting near-term volatility or even perhaps a sell-off. We discuss all this and more. Enjoy!
2020-11-30
21 min
Invest Smarter
Momentum Investing Pitfalls, Tesla's Valuation, and Roth IRA Strategy (EP.8)
This week we talk about the state of the market in terms of market leadership. Momentum investing has pitfalls. Inherently, momentum always comes to an end. A long-time skeptic of Tesla, Morgan Stanley upgrades Tesla, and we tell you why they have had a change of heart. There's never been a better time to think about using a Roth IRA to yourself against future tax increases. We cover a few strategies in this week's show. Email us at yourmoneydewitt@gmail.com if you would like us to cover a topic or have any questions or feedback. Enjoy!
2020-11-23
30 min