What’s the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn’t just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor […]
According to Fidelity’s annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don’t have a problem with the number, but rather the definition of what Americans constitute as a “financial plan”. They share how they help families who have deferred proper […]
Teams are signing players like Shohei Ohtani to long-term contracts nearing the $1B mark. But what’s the impact of these mind-boggling deals? And how does it tie into investing strategies? Stay tuned to uncover the surprising correlation between sports contracts and market dynamics and why it matters. In this episode: Explore the latest trends in […]
A stubborn ego can cloud one’s judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego […]
Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life. Essentially boiling down to three words that […]
Does it sound familiar to assume everything will go as planned, only to find yourself in a risky situation without a safety net? The pain of not preparing for potential risks can lead to devastating outcomes, leaving you feeling unprepared and vulnerable. In this episode: Examine how Chiefs overtime scenario preparation fueled the big win. […]
It’s that time of year again! If you’re feeling increasingly stressed when tax season rolls around, it may be time to make some changes. In this episode: Explore the latest college football coaching changes and player transfers that are shaking up the game. Discover potential reforms in college football and their implications for the future […]
If you’re feeling frustrated by the soaring grocery prices and stagnant inflation, then you are not alone! Despite hopes for some relief, it seems like the cost of groceries just keeps climbing, leaving you wondering when the price hikes will stop. In this episode: Get a financial advisor’s perspective on inflation and grocery price trends. […]
Coachable Wealth is not just another finance podcast; it’s a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as former athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm […]
The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what […]
