PODCAST

True Wealth - Financial and Investing Podcast

Financial Advisors podcast for individuals seeking to master their money and build a secure future. Join our expert hosts every week as they delve into the world of personal finance, investing, and wealth-building. Littlejohn Financial Services, Inc., a Registered Investment Advisor with the U.S Securities and Exchange Commission. The Advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that

business investing

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Future College Tuition Today

True Wealth - Financial and Investing Podcast ·

2024/05/28

Today's show provides quick, practical advice to help parents save for their child's college tuition. Learn tips, strategies, and insights from experts to make college savings simple and effective. Start securing your child's academic future now!

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45:08

Is Real Estate An Investment?

True Wealth - Financial and Investing Podcast ·

2024/05/20

Let’s take a look at what goes into making real estate an investment. How do we evaluate price, timing and developing a healthy portfolio.

en-US

42:14

You’re Inheriting Money: Now What?

True Wealth - Financial and Investing Podcast ·

2024/05/13

Discover the nuances of inheriting money & how different types of assets can impact you. We explore the key aspects of inheritance & gifting.

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45:10

Why Is It So Hard To Get Ahead These Days?

True Wealth - Financial and Investing Podcast ·

2024/05/06

With inflation running hot and the middle class getting squeezed, how do we push through difficult times and overcome the financial adversity? Let’s explore the pain points and learn how we can be better investors.

en-US

46:22

How the Middle Class Can Fight Back

True Wealth - Financial and Investing Podcast ·

2024/04/29

In a time where everything costs more, taxes are a burden and wage growth might not feel adequate, how do we fight back? This episode breaks down practical ways the middle class can stretch the dollar and make smart money moves.Episode Highlights: The potential investment value of firearms and ammunition, and the challenges the middle class faces in ascending to wealth. Impact of COVID-19 on global supply chains, the shift in manufacturing from China to other regions for resilience and

en-US

AI vs. 90’s Tech Bubble: Lessons for Smart Investing

True Wealth - Financial and Investing Podcast ·

2024/04/24

Dive into the parallels between today's AI hype and the late 90's tech bubble. Discover similarities, differences, and valuable lessons for investors. Explore how historical trends can guide us in making smarter investment decisions amidst the current AI craze. Episode Highlights: AI's transformative potential, economic disruptions, and cybersecurity risks, balancing its benefits with potential drawbacks. The true cost of technology, particularly AI and its impact on the job market, including

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45:03

Generational Money Perspectives

True Wealth - Financial and Investing Podcast ·

2024/04/12

In this video, we'll explore how different generations view and manage money based on their historical experiences. From The Silent Generation to Gen Z, we'll discuss the unique perspectives each generation brings to money management.

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How To Tell if a Mutual Fund Is Decent

True Wealth - Financial and Investing Podcast ·

2024/04/08

Curious about mutual funds? In this video, we dive deep into the structure of mutual funds to help you understand them better. So many options, but we've got you covered!

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Transform Your Finances with a Financial Coach

True Wealth - Financial and Investing Podcast ·

2024/03/25

Are you struggling to make financial decisions? A financial coach can help you reach your financial goals and reduce financial stress. Find out if a financial coach is right for you in this video!In this episode, you will learn the following : Human aspect of financial advising and the importance of personalized coaching. The transformative impact a financial mentor can have on an individual’s success. Significance of strategic advisory teams and the concept of having a personal ‘board of

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The Ultimate Guide: Roth vs Traditional IRA

True Wealth - Financial and Investing Podcast ·

2024/03/18

Confused about which retirement account is best for you? In this video, we breakdown the differences between Roth IRAs and Traditional IRAs, covering key details and considerations to help you make the best decision for your financial future. Watch now to become an expert on Roth vs Traditional IRAs! In this episode, you will learn the following : ● Distinguishing between traditional and Roth IRAs, their tax implications and the significance of rolling over these accounts. ● The IRA contribution

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Mistakes With Money In Motion

True Wealth - Financial and Investing Podcast ·

2024/03/11

Have you checked to ensure your beneficiaries are up-to-date? Is your life insurance under the correct spouse? Should you consider gifting assets and cash, or allow heirs to inherit? Are your assets titled in the name of your trust? Do you need a trust, and how does it differ from a will? Is a Roth Conversion the right choice for me? What exactly is a backdoor Roth? Should I convert my home into a rental? Mistakes can be costly, so tune in now for tips, tricks, and everything in between.In this

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Unlock the Secrets of Factor Investing!

True Wealth - Financial and Investing Podcast ·

2024/03/08

Discover the various methods and approaches to market analysis in this insightful video. Learn all about factor investing and how it can enhance your investment strategy. Dive deep into the world of investment evaluation and broaden your financial knowledge today!In this episode, you will learn the following : The basics of factor-based investing and how it differs from asset class categorization. The relationship between risk and expected rates of return using personal credit as an analogy.

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45:46

When Should Savers Stop Saving?

True Wealth - Financial and Investing Podcast ·

2024/02/26

There seem to be two kinds of people in the world - spenders and savers. Spenders usually need to learn how to save. But when is the right time for savers to spend? If you're never going to spend the money, what kind of impact could you have? David and Justin tackle this question and more in this episode of True Wealth.In this episode, you will learn the following : The psychological barriers that prevent individuals from enjoying their finances. Financial industry's emphasis on wealth

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Developing A Sustainable Company: Featuring McFarland...

True Wealth - Financial and Investing Podcast ·

2024/02/15

In this era of escalating labor expenses, inflation, and real estate prices, how do you maintain healthy margins while expanding your business? As the True Wealth team welcomes a special guest to the show, tune in to hear from a prosperous local business owner.

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43:16

Artificial Intelligence and Investing

True Wealth - Financial and Investing Podcast ·

2024/02/13

As technology advances, what potential advantages and disadvantages might artificial intelligence have for the world? We must be alert and learn how to use this tool for good as the world evolves.

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Controversial Investing Theories

True Wealth - Financial and Investing Podcast ·

2024/01/24

How efficient is the stock market? Should you put all your money in at once? There are a lot of theories floating around, so lets take a look at what these theories mean and how investors can benefit from educating themselves on the way markets operate.

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How To Invest At The End Of The World

True Wealth - Financial and Investing Podcast ·

2024/01/17

What does preparedness in the face of natural disasters and potential system-wide challenges look like? Join Littlejohn Financial as they unveil a curated list of items crucial for turbulent times. Tune in to ensure you're equipped for any unforeseen circumstances.

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Navigating Market Highs: Expert Insights Revealed

True Wealth - Financial and Investing Podcast ·

2024/01/03

While many advisors focus on downturns, we unveil crucial insights on how to capitalize on market highs. Tune in to learn actionable strategies and gain a competitive edge in handling a hot stock market.

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Washington DC Gets Coal For Christmas

True Wealth - Financial and Investing Podcast ·

2023/12/27

With so many politicians on the naughty list this year, rumors are whirling about sightings of Santa opting to shovel coal as he flew over the capital this Christmas Eve. Bad actions often bring about unfavorable consequences: we need more accountability. Catch our top take aways from 2023 as we wrap up the year.

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Fixing the National Debt Problem

True Wealth - Financial and Investing Podcast ·

2023/12/13

We examine the true extent of the nation's debt as it continues to rise. Is it possible to solve the issue? Things may appear slightly differently than you would think.

en-US

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True Wealth - Financial and Investing Podcast

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