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Archive by tag: podcastReturn
Don't you know money doesn't grow on trees!!? On our last episode we asked you to email us "What you hope your children or grandchildren will learn about money" for a chance to win a copy of Mitch Anthony's Financial Lit Kit. Today, the DHGWA Insights Podcast is joined by our own Skotty Wannamaker to dig into the mailbag, read your answers, and reveal our winners!
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Having enough money isn't enough. On today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. Presented by: Dave Koppenheffer, CFP® | DHGWA Financial Advisor Associate
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Scott Bosworth from Dimensional Fund Advisors (DFA) joins the DHGWA Insights Podcast to tell the incredible (and disastrous!) tale of Sir Isaac Netwon’s Investment in the South Sea Company. The story illustrates how our psychology, although it means well, can lead us to make sub-optimal, puzzling, and in some cases just plain wrong decisions that can hinder our financial success.
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