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Money Happy Hour

Join conversations on investing and building your wealth.Money should not be a sensitive topic, it can be a happy topicEach episode you will hear how others are making this possible. These are everyday people showing you how you can do the same.You will hear more about:How to Save MoneyHow to Start InvestingHow to Get Out of DebtHow to Invest in StocksHow the Stock Market WorksMake the Money Happy Hour your Happy Hour on Money!

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All Episodes

37:13

Episode 129: Avoid These 8 Investing Mistakes

Money Happy Hour ·

2025/03/17

Send us a text This episode covers 8 mistakes to avoid in investing. This list applies in any market environment but they are essential in a down market. Avoid these mistakes and you will have a better chance in both up/down markets. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.com/?ref=9Bkjr0 Contact The Savings Captain X ...

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26:00

Episode 128: Do You Believe in Gold?

Money Happy Hour ·

2025/03/10

Send us a text Gold has produced dazzling gains over the last year, flirting with $3000. Is Gold in your portfolio? In this episode I'll share the Bull and Bear case and incorporate listener input. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.com/?ref=9Bkjr0 Contact The Savings Captain X &...

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35:13

Episode 127: February Portfolio Update

Money Happy Hour ·

2025/03/03

Send us a text In the episode we review the February totals, trades, holdings and dividends on the Radish account. As usual we'll blend in current market observations and thought on portfolio management. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.com/?ref=9Bkjr0 Contact The Savings Captain X &n...

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31:43

Episode 126: Cap Weighted vs Equal Weighted Index ETFs

Money Happy Hour ·

2025/02/24

Send us a text The S&P 500 Cap Weighted Index ETF has trounced the S&P 500 Equal Weighted Index counterpart in recent years..more than 13% in 2024. What is causing that? What should I do as an investor? Well that depends, but probably nothing. Just be prepared for the reversal so you can make an informed decision with your money. Cap Weighted vs. Equal Weighted Reference https://www.raymondjames.com/-/media/rj/advisor-sites/sites/p/e/peninsulaprivatewealth/files/market-capitalizatio...

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59:49

Episode 125: Stock Talk with Darth,& Launch of the...

Money Happy Hour ·

2025/02/17

Send us a text Check in and listen as Darth and I talk all things stocks. Plus we unveil the official "Dogs of Money Happy Hour" Portfolio. Eleven beaten up stocks that they are hard to look at in the mirror. Note: This is just a mock portfolio, no real money is invested and it is for entertainment purposes. Throughout the year we'll see how it performs against the S&P 500 and see if these dogs have any bite in them. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Or...

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41:51

Episode 124: Thoughts on Portfolio Construction

Money Happy Hour ·

2025/02/10

Send us a text In this episode I demonstrate how to approach a portfolio. The lesson centers on how each holding plays a unique position in my portfolio, working in tandem towards my financial objectives. To demonstrate, I use an example that I am GM of an NFL Team who carefully selects players(holdings) that work towards this objective. Also, a quick Radish portfolio update is covered in this episode. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your divid...

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33:59

Episode 123: Starbucks, A Lesson In Leadership

Money Happy Hour ·

2025/02/03

Send us a text In this episode we talk about the changes and progression of Leadership at CEO. While I am a Starbucks shareholder, you don't have to be a Starbucks shareholder to benefit from this. You can easily apply leadership comments and their tone to any stock you own. The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here.. https://thedividendtracker.com/?ref=9Bkjr0 Co...

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48:28

Episode 122: Meet Jesse Franklin, An Experienced...

Money Happy Hour ·

2025/01/27

Send us a textIn this episode we connect with Jesse Franklin. Jesse shares his wisdom on investing and taxation. Jesse unpacks 30 years experience working in Financial Services as a wealth manager, estate planner and tax expert. Follow Jesse FranklinX: @jfrankie91The Dividend TrackerThe Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place.Sign up here..https://thedividendtracker.com/?ref=9Bkjr0Contact The Savings CaptainX&n...

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34:32

Episode 121: Is it Time to Buy REIT's?

Money Happy Hour ·

2025/01/20

Send us a textREIT's have been one of the worst performing sectors in the S&P 500 the past few years. I own REIT's but should you? In this episode I go into REIT basics and provide you with helpful insights into whether they deserve a place in your portfolio. Oh, and spoiler alert, if you think you don't own REIT's, you probably already do.NAREIT Website https://www.reit.com/REIT Expert Brad ThomasBook: "REIT's for Dummies" by Brad Thomas X: @rbradthomasThe Dividend TrackerThe...

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42:56

Episode 120: December Portfolio Update

Money Happy Hour ·

2025/01/13

Send us a textIn this episode we cover the Radish Portfolio. A December 2024 review and a look ahead to 2025 and my thoughts on each holding.In the "Strange Story of The Week Segment", I call a strange market stat from the week of January 6 and what it may mean.The Dividend Tracker The Official Portfolio Tracking Tool of Radish. Organize your dividend tracking, account performance and tracking in one place. Sign up here..https://thedividendtracker.com/?ref=9Bkjr0 Contact The Savings Cap...

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31:40

Episode 119: Quantum Computing Stocks

Money Happy Hour ·

2025/01/06

Send us a textQuantum computing stocks have been the rage as of late. In this episode, we review how investors can position to take advantage of this emerging technology and avoid the minefield of companies that may not persist.In 2025 I am going to track my portfolio and dividend income better. The tool I will use is The Dividend Tracker. If you are looking to up your game in 2025, here is a link to signup. ***All referral proceeds will be deposited into The Radish Accounthttps://thedividend...

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31:51

Episode 118: Comparing SCHD, VIG and DGRO

Money Happy Hour ·

2024/12/16

Send us a textIn this episode I compare three of the most commonly held Dividend Equity ETF's, Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation Index Fund (VIG) and ishares Core Dividend Growth ETF (DGRO). Which one is the best to buy? The best choice is not based on the highest historical performance or dividend yield. Instead I walk through how to select an ETF that aligns with your portfolio and investing goals.ETF Overlap ToolAvoid and check for overlap in your portfol...

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36:52

Episode 117: Radish Portfolio Review, And Lessons...

Money Happy Hour ·

2024/12/09

Send us a textIn 2024, after 30 years of investing I reinvented myself as a first time investor. In this episode I recap Radish's Portfolio and reflect on the year and more importantly reflect on what I learned and will do different in 2025...the market doesn't of up 30% every year. No matter where you are in your investing journey it is important to "self-scout" reflect, learn and improvise as needed.In 2025 I am going to track my portfolio and dividend income better. The tool I will use is ...

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24:24

Episode 116: Year End Tax Tips For Investors

Money Happy Hour ·

2024/12/04

Send us a textIn this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.https://www.schwab.com/resource/planning-insight-tax-gain-harvestingContact The Savings CaptainX ...

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32:58

Episode 115: The Decoupling of Walmart and Target

Money Happy Hour ·

2024/11/25

Send us a textIn this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback. Contact The Savings CaptainX @SavingsCaptainInstagram @thesavingscaptainEmail thesavingscaptain@gmail.com

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29:48

Episode 114: CAVA, One Year Later

Money Happy Hour ·

2024/11/18

Send us a textIn this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.Contact The Savings CaptainX @SavingsCaptainInstagram @thesavingscaptainEmail &nbs...

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32:08

Episode 113: Getting Wealthy vs. Staying Wealthy

Money Happy Hour ·

2024/11/11

Send us a textInvesting mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5Also, Radish Portfolio Review for October and new stock addedContact The Savings CaptainX @SavingsCaptainInstagram @thesavingsc...

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47:38

Episode 112: Happy Hour with The Stock Picking Bartender

Money Happy Hour ·

2024/11/05

Send us a textMichael... "The StockPickingBartender stops by and shares his financial journey on the Money Happy Hour.Michael shares a "Red Light/Green Light" stock buying methodology he has developed and administers through Excel. He also shares an early and very impactful money story from his childhood Follow Michael aka Stock Picking BartenderX: @StkPknBartenderContact The Savings CaptainX @SavingsCapt...

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29:17

Episode 111: Starbucks, "The Sequel"

Money Happy Hour ·

2024/10/29

Send us a textStarbucks pre-announced another dismal quarter of sales and earnings, yet hiked its dividend. How much longer will shareholders remain patient for a true turnaround. This episode follows up on my Starbucks review (Episode 80).Listen in on my thoughts on McDonalds, onions gone bad and how it will impact the burger giant.Contact The Savings CaptainX @SavingsCaptainInstagram @thesa...

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25:44

Episode 110: Understanding the SCHD ETF

Money Happy Hour ·

2024/10/21

Send us a textWhat does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)SCHD Reconstitution https://www.schwabassetmanagement.com/resource/annual-reconstitutionDow J...

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