PODCAST EPISODES
MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
Rebecca Hotsko chats with Dave Alison. In this episode, they discuss how to create a financial plan using Dave’s “Bucket Plan” method, what the three phases in his bucket plan are, how to use the “Bucket Plan” method to help you allocate your investments and rebalance your portfolio, Dave’s tips on how to protect your portfolio against periods of rising interest rates and recessions, how to allocate your investments between accounts in the most tax optimal way, how to determine when it’s time to sell some of your winners, and so much more!
MI233: Understanding Stock Prices vs Company Value w/ Brian Feroldi
Rebecca Hotsko chats with Brian Feroldi. In this episode, they discuss why stocks have value, the main factors that increase a company’s value over time, what causes stock prices to move up and down and why this sometimes has nothing to do with company value, how share repurchases and dividends impact a company’s stock price and company value, what factors can influence a company’s reported earnings and can make the P/E look inflated, what are the differences between GAAP and non-GAAP accounting, what are the main ways that earnings can be manipulated from accounting assumptions used, what are some accounting warning signs to look out for that might suggest companies might be cooking their books, what discrepancies to look for in a company’s income statement vs cash flow statements, and so much more!