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PODCAST

Thoughts On Money [TOM]

Trevor Cummings

THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.

business investing

All Episodes

19:47

Hodgepodge and Potpourri – Part Two

Thoughts On Money [TOM] ·

2022/06/02

Today we will pick up part two of Hodgepodge and Potpourri. As you may recall from part one, watching Jeopardy was a family tradition growing up at my house. Nostalgia has led me to borrow these popular Jeopardy categories - Hodgepodge and Potpourri - as an excuse for me to riff on a few unrelated finance topics that have caught my interest recently. So, let’s jump right into it and pick up where we left off… Links mentioned in this

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28:22

Hodgepodge and Potpourri

Thoughts On Money [TOM] ·

2022/05/20

I grew up watching Jeopardy with my family; it was a family tradition. I remember being amazed by how many answers my parents knew. Every so often, I’d sneak in with the right answer on a sports trivia category. This time together would eventually morph into family Trivial Pursuit (the board game) nights, where I’d team up with mom or dad versus one of my siblings. I remember as a young adult being over at a friend’s house and watching their family enjoy Jeopardy together too. My friend’s father

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32:14

Weathering a Recession

Thoughts On Money [TOM] ·

2022/05/13

A recession is coming!! Yikes! When? Not sure. How severe? Couldn’t tell ya. How long will it last? Your guess is as good as mine. When you have an event that is inevitable, but the severity and timing are impossible to know, what do you do? You prepare, you don’t prognosticate. Think about it, we prepare for all sorts of things Mother Nature throws our way and preparing for a recession is similar. Today we will talk about what being prepared for a recession looks like. Links mentioned in

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29:59

Timing is Everything

Thoughts On Money [TOM] ·

2022/04/29

Timing is… Everything. That’s right. Timing is EVERYTHING. When I proposed to my wife – perfect location, the right words, and… perfect timing. One of our favorite dinners to cook at home is barbecued tri-tip. The key to a great tri-tip? Timing. The right temp, knowing when to flip, how long to let it cook, and the amount of time to let it rest. Again, timing is everything. Getting that perfect start out of the gate as a swimmer or sprinter – timing. The key to comedy – timing. When to go

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22:58

Going Through Withdrawals

Thoughts On Money [TOM] ·

2022/04/22

A lot of my friends are real estate investors. They love it; they have a true passion for investing in real estate. Some flip homes for short-term profits and others are buy-and-hold long-term investors. Personally, I think sometimes this zeal and/or passion can distract one from realizing why they invest in real estate. In the past, when I’ve inquired, I would get answers like: “I love real property – you can see it, feel it, touch it – it’s tangible” Or “The leverage makes a big difference

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36:24

Bondtastrophe

Thoughts On Money [TOM] ·

2022/04/08

When it comes to financial markets, many of us have these same particular dates seared into our brains: The Great Depression 1929. Black Monday, October 19, 1987. The Dot-Com Bubble of the late ‘90’s. The Financial Crisis of 2008. These are all memorable dates of when the stock market misbehaved. It wasn’t the entirety of the financial markets that took a beating during these events, but rather just the stock market. In 1929-1932 the stock market returns were such -8.30%, -25.12%, -43.84%, -8.64%

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42:13

Peaking Interest

Thoughts On Money [TOM] ·

2022/04/01

I'll be upfront with you. I had reservations about tackling today's topic here on Thoughts On Money [TOM]. Why, you might ask? Because my goal in this communication is to translate complex financial topics into something palatable, understandable, and relatable. AND these topics - the Federal Reserve, interest rates, and the yield curve - are intimidating topics for me to try to translate. They almost feel too complex for translation. Some of this just begs for a general base of knowledge and the

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26:03

Should I Give a Bit?

Thoughts On Money [TOM] ·

2022/03/25

There are different ways people deal with stress – some healthy, some not. Me? I like to organize. Yup, as weird as that sounds, when I’m stressed, sometimes organizing the junk drawer is my only source of relief. Something about just putting everything in its place gives me a little peace. A few years back, we installed some ceiling racks in the garage. Putting everything in storage bins and tucked away was true bliss. With that said, I do bring this same desire for order and organization to my

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31:13

The Dream Team

Thoughts On Money [TOM] ·

2022/03/18

In keeping with the theme of the famed March Madness Tournament, today we are going to talk basketball, the evolution of the investment advice industry, and why you should seek out your own Dream Team. So, without further ado… Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

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29:05

Eeny, Meeny, Miny, Moe

Thoughts On Money [TOM] ·

2022/03/11

I want you to imagine that I have never heard of a casino. I have no idea what a casino is, and it is your job to explain it to me. So, you start by explaining that a casino is a business, a business made up of a collection of games, games of chance. These games pit the customer up against the casino and wagers are placed, a type of organized gambling. If you left the description there, you would have me scratching my head. Why? Because if these are games of chance and the customers compete with the

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27:14

Staring Down A Lion, Again...

Thoughts On Money [TOM] ·

2022/03/04

There's a question we’ve been getting multiple times a day recently: I am concerned with everything going on in the world right now; don’t you think we should adjust my portfolio accordingly? I first want to say this is (1) a good question and (2) absolutely a valid question. In life, when we feel threatened it is our natural instinct to react – to feel inclined to do something. Join us for today's Thoughts on Money, what we like to call, "TOM." Links mentioned in this

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26:49

Misunderstood

Thoughts On Money [TOM] ·

2022/02/11

I knew I wanted to be a financial advisor, but I just couldn’t figure out a way to get my foot in the door. There were not any job postings stating, “Looking for Financial Advisor, No Experience Required.” It was that chicken-or-egg problem, I needed the job to get the experience, and I needed the experience to get the job. So, I settled. I broadened my search from the specific role [financial advisor] to just getting a “resume builder” entry-level position within the finance industry. This is the

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23:36

I Was... Wrong.

Thoughts On Money [TOM] ·

2022/02/04

As we get older, we acquire quite a robust library of life lessons. My life lessons tend to be accompanied by a vivid memory of when I first acquired each particular lesson/truth. For today's topic, I'd like to recall a memory from January 2020. I was sitting in my office in Newport Beach, conducting a review meeting with a client that had been with our firm for less than a year. The meeting was chock-full of very engaging questions, and we were pushing the ball down the field on the first

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21:24

The "Stock Market"

Thoughts On Money [TOM] ·

2022/01/28

To Sell, or Not To Sell, That is the Question... I met with a few friends this week. It was a bit of an advice gathering, a meeting of the minds of sorts. They've owned a property for some time and were contemplating a sale. One of the primary objectives was just to relieve themselves of all of the general maintenance and the burden of being a landlord. The fact pattern made a lot of sense – they'd gleaned great benefits from this property over the years, and they were ready to pivot. Then the

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17:58

Sound the Alarm!

Thoughts On Money [TOM] ·

2022/01/21

Recruit Paul Revere. We need to make sure everyone knows. What’s all the fuss about? Well, one particular asset class – a popular one at that – had one of its worst years in 2021, and no one is talking about it. How in the world is this flying under the radar? Why are we not sounding the alarm? A bit dramatic? Of course, but hear me out. Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

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31:42

Prudent Debt

Thoughts On Money [TOM] ·

2022/01/07

Trevor and Deiya dive deep into the value and dangers of debt Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

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27:38

Practical Applications

Thoughts On Money [TOM] ·

2021/12/10

It was the Summer of 2018 when Thoughts On Money was born. Brian Tong, Director of Strategy & Communications at The Bahnsen Group, was willing to entertain an idea I had for writing a weekly note on financial planning, what came to be affectionately known as “TOM.” Some three years later, and Brian (along with Glen Hall) has edited, published, and recorded about 150+ of these little TOM notes. As a reader of our content or a client, you begin to learn some of the names and faces of The

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31:58

Practical Hedges

Thoughts On Money [TOM] ·

2021/11/19

In finance, inflation is this "not-enough" villain that's always hiding in the shadows. We are good at figuring out how much stuff we can buy today; that mental math is easy. BUT this idea that our money loses its potency over time makes it very hard for us to figure out what we can afford tomorrow. We are all looking for practical ways to combat the fact that a dollar is a dollar today, just as it is tomorrow, but a dollar will buy less today than it did yesterday and even less tomorrow (that's a

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31:15

Great Expectations

Thoughts On Money [TOM] ·

2021/11/12

Great Service There’s this old adage in customer service that says, “under-promise and over-deliver.” Why? Because so much of happiness, or contentment, is derived from outcomes – how things turn out – being better than what one may have expected. Imagine the opposite; how does it feel when someone overpromises and under-delivers? Frustrating, disappointing, annoying, arghh! And the list goes on. Just Like Last Time Our expectations are often rooted in our past experiences. As consumers, we

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45:20

Getting Sandwiched

Thoughts On Money [TOM] ·

2021/10/29

Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis. Kimberlee is a Managing Director, a Partner, The Fiscal Feminist, a Private Wealth Advisor, and she carries a myriad of other titles, roles, and accomplishments, both professionally and personally. What you don’t see on her business card or resume, though, is that Kimberlee is the proud mother of three and an engaged daughter who serves/cares for her parents

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