Money Happy Hour
Join conversations on investing and building your wealth.
Money should not be a sensitive topic, it can be a happy topic
Each episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.
You will hear more about:
How to Save Money
How to Start Investing
How to Get Out of Debt
How to Invest in Stocks
How the Stock Market Works
Make the Money Happy Hour your Happy Hour on Money!
Episodes
139 episodes
Episode 134: The Price is Right
The market is one big pricing machine. In this episode we explore a few event in the current market, how they are pricing assets and tie in an explanation on why retail investors average a 3% return on their long term portfolio.Contac...
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35:05
Episode 133: This Time IS Different?
This time is different is a phrase that usually is tossed around during market bubbles. I am hearing people apply prior corrections to explain this cV show "Gilligan's Island" as a metaphor to explain the current market.We also spend a f...
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32:40
Episode 132: Market Perspectives
The market is pretty simple when it is going up. When it crashes, emotions and wild talk takes hold. In this episode I lay out three possible outcomes to this recent turmoil.I'm not foolish enough to predict the market, but instead offer...
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44:24
Episode131: MHH 2 Year Anniversary with Henry Invests
Money Happy Hour is turning 2! Two years ago Henry at the age of 18 was the first guest on MHH. We continue our anniversary tradition and catch up with him about his growth, dedicated approach to researching stocks, views on the mar...
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1:00:02
Episode 130: How To Read An Annual Report
If you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report....
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32:12
Episode 129: Avoid These 8 Investing Mistakes
This episode covers 8 mistakes to avoid in investing. This list applies in any market environment but they are essential in a down market. Avoid these mistakes and you will have a better chance in both up/down markets.
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36:43
Episode 128: Do You Believe in Gold?
Gold has produced dazzling gains over the last year, flirting with $3000. Is Gold in your portfolio? In this episode I'll share the Bull and Bear case and incorporate listener input.The Dividend TrackerThe...
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25:30
Episode 127: February Portfolio Update
In the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management. The Dividend Tracker<...
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34:37
Episode 126: Cap Weighted vs Equal Weighted Index ETFs
The S&P 500 Cap Weighted Index ETF has trounced the S&P 500 Equal Weighted Index counterpart in recent years..more than 13% in 2024. What is causing that? What should I do as an investor? Well that depends, but probably nothing. Just be...
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31:43
Episode 125: Stock Talk with Darth,& Launch of the Dogs of MHH Portfolio
Check in and listen as Darth and I talk all things stocks.Plus we unveil the official "Dogs of Money Happy Hour" Portfolio. Eleven beaten up stocks that they are hard to look at in the mirror. Note: This is just a mock portfolio, no real...
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59:49
Episode 124: Thoughts on Portfolio Construction
In this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NF...
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41:12
Episode 123: Starbucks, A Lesson In Leadership
In this episode we talk about the changes and progression of Leadership at CEO. While I am a Starbucks shareholder, you don't have to be a Starbucks shareholder to benefit from this. You can easily apply leadership comments and their tone to an...
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33:20
Episode 122: Meet Jesse Franklin, An Experienced Investor
In this episode we connect with Jesse Franklin. Jesse shares his wisdom on investing and taxation. Jesse unpacks 30 years experience working in Financial Services as a wealth manager, estate planner and tax expert. Follow Jesse Frank...
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47:49
Episode 121: Is it Time to Buy REIT's?
REIT's have been one of the worst performing sectors in the S&P 500 the past few years. I own REIT's but should you? In this episode I go into REIT basics and provide you with helpful insights into whether they deserve a place in your portf...
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33:53
Episode 120: December Portfolio Update
In this episode we cover the Radish Portfolio. A December 2024 review and a look ahead to 2025 and my thoughts on each holding.In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and...
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42:56
Episode 119: Quantum Computing Stocks
Quantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.In 2025 I am going...
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31:40
Episode 118: Comparing SCHD, VIG and DGRO
In this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO). Which one is the best to...
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31:51
Episode 117: Radish Portfolio Review, And Lessons Learned
In 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market does...
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36:15
Episode 116: Year End Tax Tips For Investors
In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how...
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23:36
Episode 115: The Decoupling of Walmart and Target
In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback. Contact The Savings Captain<...
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32:58
Episode 114: CAVA, One Year Later
In this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.As a reference, listen to Episode 47, ...
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29:48
Episode 113: Getting Wealthy vs. Staying Wealthy
Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Mo...
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31:31
Episode 112: Happy Hour with The Stock Picking Bartender
Michael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares...
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47:01