PODCAST · business
Fierce Fiduciary Podcast
by Brian C. Beasley
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should not be considered personal advice. For personal advice, contact your registered advisor.
Episodes
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35 How to Be Wealthier and Happier...A Framework for Anyone
Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions. Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances.
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34: Excess Returns, Part 3 of 3
Dan and Brian conclude their discussion of Excess Returns, including the mindset necessary of great investors and indicators that those great investors followed.
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33: Excess Returns Part 2
Brian and Dan continue their discussion of Excess Returns To read the article we referenced, click HERE.
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32: Excess Returns Part 1 of 3
Brian and Dan discuss Excess Returns, by Frederik Vanhaverbeke.
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31: Investing for Kids
Brian and Dan discuss investing for children, including the various types of accounts like 529 plans, Coverdell accounts, and UTMA/UGMA accounts.
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30: Alzheimer's
Dan and Brian discuss some things they learned from a family that went through Alzheimer's disease in their family.
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29: Caregiving
Dan and Brian discuss caregiving, including: Early warning signs that extra help may be needed. Family communication Being a caregiver vs being a family member
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28: The Psychology of Money Part 3
Dan and Brian finish their discussion on Morgan Housel's book: The Psychology of Money
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27: The Psychology of Money Part 2
Brian and Dan continue their discussion of Morgan Housel's excellent 2020 book, The Psychology of Money.
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26: The Psychology of Money Part 1
Part one of 3 episodes covering Morgan Housel's book, The Psychology of Money.
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25: Risk Part 4: Risk Capacity
Matching your portfolio to your goals. In addition to knowing your own tolerance for risk, you also need to understand the range of risks that may lead to a high likelihood of success. What is the risk capacity of your portfolio? Of you behavior?
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24 Risk Part 3: Risk Perception
Understanding how risk tolerance and risk perception may differ.
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23: Risk Part 2: Tolerance
Brian and Dan discuss risk tolerance and how it may influence your investment decisions. To find your own risk tolerance score via Riskalyze, just click this link: CLICK HERE NOTE: Although an email is required to get your risk score, we absolutely will not contact you unless requested. HINT: The...
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22: Risk Part 1: Introduction
Dan and Brian discuss risk. There are many ways to define risk, as well as a few specific risks that may not be obvious.
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21: Estate Planning: Beyond the Documents
Dan and Brian discuss potential issues that follow someone's passing, and ways to address them.
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20: Choosing Advisors to Interview
Brian and Dan discuss some key factors to consider when choosing the advisors you want to interview before hiring.
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19: Basics of Building a Portfolio
Brian and Dan discuss some of the most widely accepted best practices for building a core investment portfolio. Topics include: Risk, Time, Allocation, Diversification, and Rebalancing.
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18: The Little Book of Behavioral Investing by James Montier
Brian and Tom discuss James Montier's "The Little Book of Behavioral Investing" Topics cover some of the mental errors we are likely to make as investors, and how to protect our portfolios from those errors. This is a long episode, but well worth the time...or just buy the book!
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17: The Ultimate Gift by Jim Stovall
This one really hit us hard. Lessons on life's gifts that go beyond the money. Hard work. Problems. Gratitude. Friends. Giving. Dreams. A Single Day. Thank you for listening.
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16: Questions from the Wild: Advisors, annuities, paralysis, current events, and more
Dan and Brian answer common questions they receive from the internet and in real life. They touch on conquering paralysis, P/E ratios, some vocabulary, why should anyone pay an advisor, and more. Thank you for listening. This episode and all content is for information and education only. Although...
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15: Retirement Plan Consultant, Bill Karsten of Plan Pilot
Bill Karsten of Plan Pilot gives us some insight about employer-sponsored retirement plans like 401(k) and 403(b) plans. Plan Pilot provides comprehensive retirement plan consulting services for employers. The pillars of their services include, but are not limited to: Plan Governance, Plan…
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14: Avoiding Irrational Decisions for better results. Predictably Irrational by Dan Ariely
Dan and Brian are joined by their partner, Tom Stecich to discuss how humans are sometimes hardwired, conditioned, and even manipulated to make irrational decisions. Learn how to recognize and mitigate these situations, so that you can make better financial decisions...and win as you strive to…
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13: The Internet Bubble 1995-2000, Dot-Con: The Greatest Story Ever Sold by John Cassidy
Independent financial advisors, Dan Alberth and Brian Beasley discuss John Cassidy's book, Dot-Con, a deep dive into the internet bubble of the late 1990's. The internet bubble was the greatest investment bubble we have seen in the United States, and contains lessons and reminders for us all as…
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12: Mitigating Risk: Life Insurance Considerations
Dan Alberth guides us through a difficult, but CRITICAL topic for many. Do I need life insurance? How much do I need? Types of Insurance, features, uses How to get insurance Good vs Not as Good Experiences
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11: Investing: Long Term Mindset and Strategies
Dan and Brian discuss: Long Term vs Speculating, Unrealistic Expectations, What is Valuation?, 2 Major Passive Strategies, 7 Active Strategies, 4 Types of investors and what they can do now to improve their situation. This content is for educational and informational purposes only. Nothing in any...
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10: Long Term Care, The Conversation
Long Term Care is an important topic often avoided. Dan and Brian discuss the subject, as well as the book "The Conversation" by Harley Gordon, a recognized expert in elder care issues. What is elder care/long term care? How can we discuss the issue with out loved ones? What can we do to maintain...
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9: Investing: Master the Basics and Become Truly Advanced
Brian and Dan discuss three primary areas of focus for investing, various strategies for making investment decisions, and choosing styles that might suit you, Also included: How these investment basics are aligned with the 8 Guidelines previously discussed on this podcast. Disclaimer: This…
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8: How to Get the Most From Working with an Attorney, Interview with Kevin Camden, Attorney at Law
Dan and Brian sit down with Kevin Camden, an experienced attorney in the Chicago area. Kevin helped us understand how to get the most out of working with an attorney, what to expect, and how they can be helpful. We touched on topics including real estate investing, home-buying/selling, and estate...
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7: The Most Important Financial Planning Questions You Should Be Asking
Working on your own or with an advisory team...everyone needs to ask and answer these questions to succeed in meeting their financial goals. Are you on track? How can you improve? What about the questions beyond the typical "interview questions" for financial professionals? What about YOU? What...
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6: Getting Started: How to prioritize for faster, more effective results
0:00:00 Intro/Housekeeping 0:00:28 How do I get started? 1:03:34 Closing Gratitude
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5: The spending habits of most millionaires, Q&A from the Wild
0:00:02 Intro 0:00:10 "Stop Acting Rich: ...And Start Living Like A Real Millionaire" Book by Thomas J. Stanley 1:34:21 Questions from the Wild 1:34:29 What is Asset Allocation 1:42:11 Gain/Loss vs performance 1:52:12 Is it bad to have IRAs at multiple places? 1:59:38 Expenses and net returns.…
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4: Know Yourself: The raw material needed for good financial decisions*
0:00:00 Intro 0:01:13 Three parts to knowing yourself 0:03:01 What's the benefit? 0:08:57 Your situation/Where you are 0:29:28 Your goals 0:40:40 Uniquely you 0:57:29 Questions from the wild (rent vs buy a home, 401k vs employer stock, the Robinhood phenomenon, indices on TV and my portfolio)...
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3: The Great Crash: 1929 by John Kenneth Galbraith
0:00:00 Greetings/Introduction 0:00:25 The Great Depression 0:01:12 The Great Crash: 1929 1:45:42 Closing comments and gratitude
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2: Simplifying Common Financial Terms and Vocabulary
0:00:00 Greetings 0:01:31 Today's topic 0:04:32 Common Terms and Vocabulary 1:46:30 Closing comments and gratitude
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1: Brian & Dan, 8 Guidelines for Making Financial Decisions, Q&A
0:00:00 Introductions 0:00:56 Background and inspiration for the podcast 0:10:49 Eight guidelines for making financial decisions 0:55:23 Q&A: Top questions from the internet 1:12:22 Closing comments and gratitude
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ABOUT THIS SHOW
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should not be considered personal advice. For personal advice, contact your registered advisor.
HOSTED BY
Brian C. Beasley
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Frequently Asked Questions
How many episodes does Fierce Fiduciary Podcast have?
Fierce Fiduciary Podcast currently has 35 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Fierce Fiduciary Podcast about?
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how...
How often does Fierce Fiduciary Podcast release new episodes?
Fierce Fiduciary Podcast has 35 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Fierce Fiduciary Podcast?
You can listen to Fierce Fiduciary Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Fierce Fiduciary Podcast?
Fierce Fiduciary Podcast is created and hosted by Brian C. Beasley.
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