The Posh Portfolio

I feel skeptical whether or not any of this money will actually come down to us the Gen Xers. Here is the best course of action in my opinion.

We are all concerned about online security as investors. Here I offer some helpful tips.

Solo investing? Don't be a stranger and join The Posh Portfolio: Share the Chai.

This is my gripe episode about my experiences with government bonds.

Investing Is at Lot Like Weight Training If You Really Think Bout It.

A lot of us investors are also parents by virtue of our demographic. I use two types of accounts to invest for my kids.

It's important to stay true to yourself even when it comes to your investments. Business is not always fair but there are some things where I personally draw the line.

Are you the only person in your circle who is an investor. Do you sometimes second-guess the way you invest because it's different from what everyone else is doing?

Every year, it's easier and easier to reach the federal contribution limits. Check where you are going to be this year if you are getting close to making $200K, especially if you file jointly.

Did you know that there are 50 account types in Fidelity? I go through ALL of them in this bite sized episode.

I encourage you educate the young people around you about investing. Pass the baton.

Is this a good time to buy? I like to when I have the money and I find time in my day to ACTUALLY do it.

This is an easy way to increase your profits: Check if you are resourceful .

Announcing The Fill the Tank, Fill the Bank investing challenge. This will be so much fun to do together.

Investing gives us options where we have a choice about how we continue to work.

Limit orders are not for everyone. Listen to find out my reasons why.

Are you reactive or resilient? A short fuse is never a good thing.

Your you investing horizon can be infinite! Thinking about leaving a legacy.

The Posh Portfolio is staying out of the podcasting industry's embrace of video. We love podcasts because they help fill those "in-between" moments of life, like exercising or driving. Stay assured that I am not going to YouTube.

Much ink has been spilled about housing affordability. Consider this to offset your mortgage interest.

Is comparing against the S&P 500 Index a good way to evaluate your portfolio performance? It's not one size fits all.

I like the peace of mind that comes with being able to cash out how much and when I need. My money is both working for me and there should I a need arise.

Is it just me, or is everyone you talk to reluctant when it comes to investing?

Let's get to know each other. I'll go first.

Use your credit card rewards to help grow your portfolio.

Is the common strategy of Dollar Cost Averaging useful to us on our investing journey?

How to invest in the world where everything beeps and bongs.

The financial experts tell us to automate as much of our transactions as we can. Is it always a good thing to do?

What is your learning style? Anyone can benefit from this episode no matter how you learn.

Do you ever try to time the market? Buy low and sell high? This episode will put things in perspective for you.

Do you have a lot of "abandoned" retirement accounts? I hope you will find this episode encouraging.

Is it clutter or is it memories? You decide.

Do you ever compare yourself to other investors? This episode is all about how to use comparison constructively along your investing journey.

Solo investing? Listen to this episode to learn some reasons why it's important to stick together.

Should you rely on intuition in your investing journey? Here is what I think.

Americans spent 40 billion dollars on youth sports in 2025. Wow! That is a big number. Listen to this episode to learn if it's worth it and better ways to invest for your child's future.

Americans spent 40 billion dollars on youth sports in 2025. Wow! That is a big number. Listen to this episode to learn if it's worth it and better ways to invest for your child's future.

"Real knowledge is to know the extent of one's ignorance." — Confucius . Listen to today's episode to learn about intellectual humility and how it relates to solo investing.

Do you have generous family members? We all can use some help from our relatives at times. Is it POSH? Listen to lear more.

Ping...Ding...Choo Choo... There is a myriad ways our phones make themselves heard.

Not quite ready to take the plunge? Maybe next week? Don't have the big bucks right now? This episode is for you.

I don't even ask myself anymore: What do I do with this windfall? Listen to find out why.

Your brain is not OK with uncertainty. Listen to this episode if you experience anxiety while checking your portfolio.

The investing experts advise us to refrain from checking our portfolios frequently because seeing the share prices fluctuate in real life might upset us. I disagree, as you will find out listening to this episode.

Thank you so much for listening to the Posh Portfolio. Today I answer a listener question: Should I buy the brands I like?I want to listen to you in turn so email me at [email protected].

I take a deep dive into the reasons why you might have accumulated geological layers of positions. Don't fret: It's normal.

If you look at your positions and right away you think that none of them are any good, think again. You may be a victim of your brains negativity bias. This episode will help.

Welcome to the Posh Portfolio. Do you know your expense ratios? I am happy to walk you through looking them up on finance.yahoo.com

Please please talk to me, dear Listener. You spend all this time listening to me talk, the least I can do is to listen to you in return. [email protected]. We can email or talk on the phone, or hang out if you live in NWA. I hear people being reluctant about getting an investing app on their phones. If you are one of them, this episode is for you.

The Posh Portfolio Principle No. 1: Simplicity. Listen to learn about the benefits of having a simple portfolio.