Taming the Financial Chaos
When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome.
Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residents of AL, AZ, CT, FL, HI, MD, ME, NC, NY,PA, SC, TX & VA. Advisory services offered to residents of NC & TX. Branch Office: 1010 North Elm Street, Greensboro, NC 27401. Principles of Financial Planning is not an affiliate of Lincoln Financial Securities Corporation.
Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here**, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.** LFS-5708180-052623
*www.sipc.org
**https://www.lincolnfinancial.com/public/microsite/lincolnfinancialsecurities/home?utm_source=typed&utm_medium=micrositeredirect&utm_campaign=LincolnFinancialSecurities
Episodes
11 episodes
What Galileo Can Teach Us About Advice
In this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places.We kick things off with a story about Galileo (yes, the telescope guy) and what happened...
AI Can Do a Lot...Except Determine Value.
We're picking up where we left off in our AI discussion on episodes 4 & 9. If you haven't listened to episode 9, it leads right into what we're talking about in this podcast.If you think about it, AI is great at being task-oriented,...
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Competitive Investing: No One's a Winner
In this podcast, I'm discussing a blog post that dives into what I call competitive investing.If you find yours...
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AI: Should You Trust Financial Decisions to Something That Can't be Held Accountable?
Welcome to a continuing discussion about AI!We addressed AI in a previous podcast and how it relates to robo-advisors; in this episode, we're looking at the story of the...
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Is ESG Investing Really the Solution We've Been Promised?
Is ESG investing the right solution for the problems we’re experiencing globally? And is it possible that this “solution” can cause adverse effects?In our ESG series, we’ve covered the cost of ESG investing – now we’re looking at the pot...
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Greenwashing, Fees, and Risks: Another Look at ESG Investing
In our first episode on ESG Investing, we took a look at what it is and the complications that can be involved.Now we're looking at ESG investments and things to take into consideration should we choose to move forward with this type of...
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ESG Investing: Is it really what it says it is?
ESG Investing: What is it? How effective is it REALLY? We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!While it might seem that ESG Investing is pretty ...
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Man vs. Machine: How Automated is AI?
Technology brings wonderful benefits…and some drawbacks. Today we’re looking at the tasks that machines can complete and where human reason and thought puts information into context.Artificial intelligence (AI...
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How Resilient Are Your Finances?
How quickly could you tell me the impact of these purchases on your finances:· A $10m mansion at the beach?· A cup of Starbucks coffee?· ...
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How CONDITIONS Can Affect Our Financial Outcomes
In our last podcast, we discussed how uncertainty and chance can affect our financial planning. Now, let's talk about how the conditions around our circumstances can also play a significant part.We know where we want to be when it comes...
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How Much Control do You REALLY Have Over Your Finances?
Have you ever wondered how much of financial planning we can control...and how much is left to chance?Principles of Financial Planning Advisor Matt McCoy, CFP®, CRPC®, AWMA® digs into control as it relates to your finances, discussing o...
