PODCAST · business
Blind Spots
by Pure Portfolios
Welcome to Blind Spots, a podcast where we help you fill the gap between what you want to do with your money and what you actually do. We are professional investors, writers, and financial planners helping you navigate the complexities of finance to optimize what you can control and cut out the rest. Join your hosts Nik Schuurmans and Erin Varghese as we discuss the questions and nuances surrounding everyday money management
Episodes
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Happy Half Hour: Navigating Politics, Market Resilience, and Committee Chaos with Toby and Nik
In today's video, "Happy Half Hour: Navigating Politics, Market Resilience, and Committee Chaos with Toby and Nik," we dive deep into the latest trends and statistics in finance and economics.Join us as we discuss the impact of political events on markets, the importance of long-term investment...
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July 2024 Market Commentary
Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging a massive 10%+ rally, while U.S. large cap stocks were essentially flat. Could this be the start of the great reversal? If you want to dig...
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Financial Advisors React to Current Headlines I Blind Spots Podcast
Welcome back to another episode of Blind Spots! In today's episode, titled "Financial Advisors React to Current Headlines," we dive deep into the latest data points and statistics in the world of finance, economics, and financial planning. Join us as we explore topics like state tax burdens, the...
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Unpacking Economic Perceptions, Media Influence, and Diversified Investing | Blind Spots Podcast
In this episode, we dive into a recent survey showing that 50% of Americans believe stocks are down this year, and 56% think we’re in a recession. Nik and Toby explore the reasons behind these misconceptions, the impact of negative news, and the importance of independent thinking. 👉 Have...
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Understanding Estate Taxes: Strategies to Reduce Your Burden
Welcome to another episode of Blind Spots! Today, we're diving into strategies to mitigate estate taxes, often referred to as the "death tax." We'll cover both federal and state-level estate taxes, provide examples, and discuss practical ways to reduce estate taxes to protect your assets. Learn...
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Preparing for Retirement: Balancing Life Beyond Work
Welcome back to another episode of Blind Spots! Today, we're diving into retirement preparation, focusing on balancing life beyond your working years. Inspired by a thought-provoking quote, we explore the importance of diversifying your life portfolio. From financial readiness to embracing new...
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Introducing Kids to Money | Happy Half Hour
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Happy Half Hour, Toby Weber and Nik Schuurmans discuss teaching young kids about money, delayed gratification, Bitcoin price movements, and the...
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Big F.O.M.O. | Happy Half Hour
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Happy Half Hour with Toby, we discuss mid-career reinvention, S&P 500 FOMO, Bitcoin's supply & demand imbalance, and managing concentrated stock...
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5 Investment Mistakes to Avoid if You're Retiring in 2024
Tune in to our latest episode of Blind Spots where we delve into crucial strategies for a secure retirement. Join us as we uncover the keys to financial stability, including finding your "enough," mitigating risk in your retirement portfolio, and navigating market downturns with confidence. 🎧...
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Is it Time to Hire a Financial Advisor? | Simple Money
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode, we dive deep into the question that many working professionals grapple with: "Is it time to hire a financial advisor?" Whether you're uncertain...
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Real Estate Insights and Mortgage FAQs Ft. Kevin Hanna
Real Estate Insights and Mortgage FAQs Ft. Kevin Hanna 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. Check out this week’s episode of Blind Spots featuring Kevin Hanna, owner of Lions Capital Mortgage…
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Should Taxes Be an Afterthought? | Happy Half Hour with Toby Weber
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this week's Happy Half Hour, Nik Schuurmans and Toby Weber discuss how taxes fit into the financial planning process, the Bitcoin ETFs price action post-SEC...
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The New Bitcoin ETF
Blind Spots Podcast: "The New Bitcoin ETF” 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In the newest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the pros and cons of the new bitcoin…
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The Top 3 Overrated Personal Finance Concepts
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In the latest episode of Blind Spots, Nik Schuurmans and Erin Varghese discuss the top 3 overrated and underrated ideas in personal finance. They include student...
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Where Do You Get Financial Advice?
Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. Join us in the latest episode of "Blind Spots" as we delve into the pitfalls of seeking financial advice from your social circle or social media. Discover why…
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How to Set Financial Goals in 2024 | Simple Money
How to Set Financial Goals in 2024 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Blind Spots, we're joined by Tim Metz, Pure's newest advisor. We delve into conducting a financial health...
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2024 Election & Markets
Blind Spots Podcast: "2024 Election & Markets” 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Blind Spots, we unpack what we believe to be relevant in politics, elections, and investing.…
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Is Bitcoin the New Gold? | Happy Half Hour with Toby Weber
Blind Spots Podcast: Episode - "Is Bitcoin the New Gold?" 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Blind Spots, Toby & Nik delve into the Spot Bitcoin (BTC) ETF drama, how BTC might...
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Save Like a Pessimist, Invest Like an Optimist
🎙️ Blind Spots Podcast: Episode - "Save Like a Pessimist, Invest Like an Optimist" 🌐 Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this insightful episode, we delve into the intriguing philosophy inspired...
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Is Dividend Investing Still a Thing? | Happy Half Hour with Toby Weber
In this episode of Happy Half Hour with Toby, we discuss the merits & drawbacks of dividend investing, which stock could be a hold for 10+ years, and holiday reflections. We hope you enjoy the informal market banter from Toby and Nik. Have a topic you want Toby and Nik to discuss? Let us know in...
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Rich vs. Wealthy
w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be...
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Not Your Grandpa's REIT | Happy Half Hour with Toby Weber
Join Toby and Nik, self-proclaimed nobodies, as they dive into the dynamic world of markets and finance. In this podcast, they bring you insights, discussions, and a sprinkle of humor as they explore various asset classes and market trends. From sharing their perspectives to answering burning...
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The Top 5 Financial Challenges for Retirees
Join us on the latest episode of Blind Spots as we delve into the most prevalent issues that retirees encounter. In a surprising twist, financial challenges didn't take the spotlight. Tune in this week as we explore the top financial hurdles faced by retirees and uncover effective strategies to...
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I've Got 99 Problems & Retirement is One
In this episode of Blind Spots we discuss the struggles retirees are facing. w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This...
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Why Do We Own Fixed Income? | Happy Half Hour with Toby Weber
In this episode of Happy Half Hour, Toby and Nik discuss the merits of owning bonds, the seven stocks driving U.S. large cap returns, engaging in hot political talk, investing mentors, and more. w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services...
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The Secret to Keeping Wealth
In this episode of Blind Spots we discuss the simple formula to keeping wealth; it might be easier than you think! If you haven't seen the first episode in this mini series, check out The Secret to Building Wealth. Blogs Referenced: -...
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How Higher Interest Rates Affect Your Taxes
In this episode, we discuss the impact of higher interest rates on taxes. We explored how different forms of fixed income are taxed, how higher tax brackets can affect social security and Medicare, and provide tips on mitigating your tax liability. This episode aims to provide investors with a...
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The Magnificent 7: Too Expensive? | Happy Half Hour with Toby Weber
Toby Weber and Nik Schuurmans discuss future prospects for the Magnificent 7 (tech stocks), valuation and future returns, what young adults should focus on financially, and how to run planning scenarios before making big money decisions. w. pureportfolios.com p. 1 (877) 261-0015 e....
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The Secret to Building Wealth
In this episode of Blind Spots we discuss the simple formula to building wealth; it might be easier than you think! w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S....
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Die with Zero: Get All You Can From Your Money & Life
In this podcast episode, we explore the book "Die with Zero" by Bill Perkins, which challenges traditional notions of saving and delayed gratification. We discuss how you can focus on maximizing experiences and fulfillment in life, rather than just accumulating wealth. This thought-provoking book...
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The Diderot Effect: How to Stop Overconsumption & Impulse Spending
The Diderot Effect says that buying something new can set off a cycle of consumption. For example, buying a new house often leads to purchasing new appliances, furniture, and décor. We end up purchasing items we never would have bought without buying a new home. In this episode of Blind Spots…
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Happy Half Hour with Toby Weber
In this episode of Blind Spots, Toby Weber & Nik Schuurmans discuss the indebted U.S. consumer, corporate earnings, valuation, and summer plans. We hope you enjoy this new financial market-centric format! w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory...
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Your Money Script Matters
In this episode of Blind Spots we discuss "money scripts" and how your personal experiences affect the way you view money. w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the...
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How to Break the Stock Broker Mindset Pt. 2
The stock broker mindset is heavy in human intuition and reactionary investment decisions. In this episode of Blind Spots we unpack Pure Portfolios' process for framing risk, making portfolio changes, and keeping client's emotion in-check during difficult market environments. w.…
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Should Retirees Invest Like 30 Year-Olds?
Read the article here: https://www.wsj.com/articles/it-isnt-just-boomers-lots-of-older-americans-are-stock-obsessed-ca069e1a w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with…
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How to Break the Stock Broker Mindset
w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be...
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3 Investment Lessons from 2022
w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be...
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4 Things to Consider If You Want to Retire Early
40+ years ago, retiring early wasn't really a thing. It was common for our parents and grandparents to work into their late 60's and 70's without blinking an eye. Today, many are looking to exit the rat race and retire much sooner. In this episode of Blind Spots, we outline 4 things you should...
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Fear and Greed: Unlocking your True Risk Profile
Take our risk questionnaire here to find YOUR risk tolerance: https://pro.riskalyze.com/embed/d327e5551ae52a01fe3a It's easy to be a risk seeking investor when the market goes up. It's a different story when markets are tanking. How can we balance the euphoria of gains with the pain of losses? In...
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The Bias Effect: How Cognitive Biases Shape Financial Planning
In the world of investing, success is often determined by the decisions we make. However, our decisions are not always as rational as we would like to believe. In this episode of Blind Spots, we discover how biases distort our perception, influence thinking, and potentially lead to irrational...
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The Bias Effect: How Cognitive Biases Shape Investment Success
In the world of investing, success is often determined by the decisions we make. However, decisions are not always as rational as we would like to believe. In this episode of Blind Spots we discover how biases distort our perception, influence thinking, and amplify our fear of losses. We discuss...
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Post Career Considerations
You've retired (or about to retire). You've been meticulous about crunching the numbers and feel confident your money will last. However, have you thought about what you're going to be doing at 10am on a random Tuesday? In this episode of Blind Spots, we discuss lifestyle goals, bucket lists,...
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The Dark Side of Retirement
w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected] Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be...
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How to Manage Retirement Distributions
You've spent a lifetime saving and investing. It's time to take distributions from your retirement nest egg. In this episode of Blind Spots, we discuss the order of operation for taking tax-efficient retirement withdrawals. w. pureportfolios.com p. 1 (877) 261-0015 e. [email protected]...
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The Silent Killer of Retirement Plans
It's a parents' natural instinct to want to help their children, but when does financial assistance go too far? We offer insight on how you can financially help a family member, while keeping your retirement plan on the rails. w. pureportfolios.com p. 1 (877) 261-0015 e.…
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Worse than the Financial Crisis
Does it feel like market sentiment is worse now than it was during the Financial Crisis? That's because it is. In this week's episode of Blind Spots, we discuss the explosion of pessimism, market propaganda, and filtering through the noise to stay grounded in reality. w. pureportfolios.com p. 1...
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How to Make Objective Financial Decisions
Are you feeling overwhelmed by financial decisions? This is quite common, especially for retirees. In this episode of Blind Spots, we discuss building a framework for making better money decisions. It starts with clearly identifying the game you are playing. w. pureportfolios.com p. 1 (877)...
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What Does My Advisor Do All Day?
Do you wonder what your advisor does day in, day out? The answer is highly dependent on where the advisor works. Fortunately, we've worked on both sides of financial services. We uncover the huge difference in daily behaviors between Wall Street vs. independent advisors. w. pureportfolios.com p.…
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Bull vs. Bear Part 2
Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com p. 1 (877) 261-0015 e....
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Bull vs. Bear Part 1
Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com p. 1 (877) 261-0015 e....
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ABOUT THIS SHOW
Welcome to Blind Spots, a podcast where we help you fill the gap between what you want to do with your money and what you actually do. We are professional investors, writers, and financial planners helping you navigate the complexities of finance to optimize what you can control and cut out the rest. Join your hosts Nik Schuurmans and Erin Varghese as we discuss the questions and nuances surrounding everyday money management
HOSTED BY
Pure Portfolios
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