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PODCAST

History Lessons for the Modern Investor Podcast

Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor. Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business

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All Episodes

9:24

❄️ Snow Days & Slow Data: How to Keep Your Money Warm...

History Lessons for the Modern Investor Podcast ·

2026/01/28

When a winter storm rolls in, the world outside can look like pure crisis: whiteouts, closed roads, canceled flights, and “do not travel” warnings everywhere. But inside most homes? The lights are on, the heat works, and life mostly…adjusts.Right now, the economy looks a lot like that.In this week’s episode, we step inside from the blizzard of headlines and look at what’s actually happening underneath the noise—and what it means for your portfolio, retirement plan, and sanity.In this video, we break

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9:37

⛏ No Bars or Gold Bars - How Not To Plan For Retirement

History Lessons for the Modern Investor Podcast ·

2026/01/21

In this episode, I mash up two very different stories with the same lesson: Verizon’s massive “no bars” outage…and the original Gold Rush at Sutter’s Mill.First, we look at how one bad software update turned a highly efficient, centralized network into an instant SOS sign — and what that says about portfolios and retirement plans that rely on a single “carrier”: one stock, one sector, one employer, one big idea.Then we jump back to 1848, when a few flakes of gold in a California river triggered a

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10:27

⚠️The New Food Pyramid & Your Investments |...

History Lessons for the Modern Investor Podcast ·

2026/01/13

This week, we demolished the food pyramid. We grew up with a neat little triangle that promised health… and delivered the opposite. The lesson? It’s not the diagram that matters, it’s the results.In this week's History Lesson for the Modern Investor: On January 15, 2001, Wikipedia went live and quietly changed how we deal with information: from slow, expert-only encyclopedias to a messy, “good enough for now” system that improves over time. The same thing has happened in investing—data, opinions,

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2:50

👸As You Wish – The Princess Bride, Rob Reiner, and an...

History Lessons for the Modern Investor Podcast ·

2025/12/29

The news about Rob Reiner and his wife's tragic passing last week hit a lot of us harder than we expected.For my generation, he wasn’t just “a director.” He was the voice behind the stories we grew up on: The Princess Bride, Stand By Me, When Harry Met Sally… movies you can watch as a kid, rewatch as an adult, and realize you’ve actually been seeing different films each time.👸 The line that’s been stuck in my head all week is the simplest one in The Princess Bride: “As you wish.” On the surface,

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8:06

🍦 Plain Vanilla Prosperity: Retirement Lessons from...

History Lessons for the Modern Investor Podcast ·

2025/12/29

Harry Truman left the White House having made some of the biggest decisions of the 20th century—then went home to a normal house, a simple pension, and a life without yachts, book deals, or corporate board paychecks. No empire. No “brand.” Just enough.In this episode of History Lessons for the Modern Investor, we use Truman’s life after the presidency as a blueprint for everyday investors and retirees who want dignity, stability, and independence—without needing a lottery ticket portfolio.In this

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8:05

🫖 Dump Bad Deals, Keep More Money: Investing Lessons...

History Lessons for the Modern Investor Podcast ·

2025/12/29

In this episode of History Lessons for the Modern Investor, we use the Boston Tea Party as a mirror for modern personal finance: who really controls your money, who benefits from the “rules,” and how to stop quietly overpaying in taxes, fees, and bad structures.In this video, you’ll learn how to: ✅ Understand who’s actually in charge of your investments and retirement plan (and how to reclaim control)✅ Reduce avoidable taxes and waste by using better account types, locations, and timing✅ Spot the

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6:47

🕹️ The Pong Principle: Investing Lessons from a...

History Lessons for the Modern Investor Podcast ·

2025/12/12

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On December 10, 1972, a couple of paddle controllers and a bouncing pixel in a California tavern redefined fun—and set the stage for the video game revolution. But Pong’s real legacy isn’t just about nostalgia or high scores—it’s about smart strategy, discipline, and avoiding classic pitfalls that still trap individual investors today.In this episode of “History Lessons for the

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5:52

🚀 Learning from Launches: Investing with Pioneer 3 &...

History Lessons for the Modern Investor Podcast ·

2025/12/03

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On December 6, 1958, Pioneer 3 blasted off, carrying American hopes of reaching the Moon. The mission missed its mark, but brought back priceless scientific discoveries—and jumpstarted a new era of competitive innovation. In this episode of “History Lessons for the Modern Investor,” we break down how the early Space Race still teaches us to turn setbacks into lessons, double down

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6:11

Surviving the Unknown: Investing Lessons from Lewis &...

History Lessons for the Modern Investor Podcast ·

2025/11/26

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Download 10 Things About Patrick Here: https://mcusercontent.com/fe4f0956d7260ffa9535026f9/files/80826b59-0ed1-dace-9b9a-32592259397e/10_Things.01.What does one of America’s most daring expeditions teach us about investing—and thriving—when the map runs out? In this episode of “History Lessons for the Modern Investor,” we trace the epic journey of Lewis & Clark, from their

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6:37

🇺🇸 Investing Inspiration For A Retiree's Next Four...

History Lessons for the Modern Investor Podcast ·

2025/11/19

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Download 10 Things About Patrick Here: https://mcusercontent.com/fe4f0956d7260ffa9535026f9/files/80826b59-0ed1-dace-9b9a-32592259397e/10_Things.01.On November 19, 1863, Abraham Lincoln delivered the Gettysburg Address—a 272-word masterclass in perspective and purpose. In this week’s “History Lessons for the Modern Investor,” we unpack why Lincoln’s few, focused remarks remain an

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6:11

🧠French Philosophy for the Modern Investor

History Lessons for the Modern Investor Podcast ·

2025/11/11

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Download 10 Things About Patrick HereOn November 12, 1637, René Descartes shook up science, philosophy, and the entire practice of clear thinking with his Discourse on the Method. In this episode of “History Lessons for the Modern Investor,” we break down how Descartes’ strategy of doubt and evidence-based reasoning helps you dodge hype, tackle big challenges, and rethink

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6:07

🩻 Insider Information: What Investors Can Learn from...

History Lessons for the Modern Investor Podcast ·

2025/11/05

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Download 10 Things About Patrick-CLICK HERE On November 8, 1895, Wilhelm Röntgen changed the world by revealing what had always been there but had never been seen before—the human skeleton, captured through the first X-ray. This week’s “History Lessons” uncovers how a single late-night discovery not only transformed medicine and science but also delivers timeless wisdom for

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6:09

⚾️ Expanding the Game: What Baseball’s Big Bet...

History Lessons for the Modern Investor Podcast ·

2025/10/29

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Download 10 Things About Patrick HERE On October 27, 1960, Major League Baseball made history—announcing the American League’s first expansion teams and proving that yesterday’s traditions can’t protect you from tomorrow’s opportunities. This week’s “History Lessons” unpacks how new franchises like the Angels and Senators weren’t just about extra innings—they were the blueprint for

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6:12

🛍️What Investors Learn From Going Shopping |

History Lessons for the Modern Investor Podcast ·

2025/10/20

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Get to know the host of the History Lessons for the Modern Investor Podcast. Download here: 10 Things About PatrickOn October 25, 1956, Southdale Center opened its doors and changed more than just shopping—it reimagined how Americans lived, connected, and sought out new experiences. This week’s “History Lessons” digs into how the first suburban, climate-controlled mall launched a

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6:09

📖 The Dictionary Definition of Solid Investing...

History Lessons for the Modern Investor Podcast ·

2025/10/13

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.Get to know the host of the History Lessons for the Modern Investor Podcast. Download here: 10 Things About Patrick In this week’s “History Lessons,” we go back to October 14, 1755, when Samuel Johnson—armed with nothing but intellect, wit, and a staggering work ethic—published his legendary Dictionary of the English Language. What began as a lonely quest to “fix” the unruly

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7:39

🖖 Boldly Going Forward

History Lessons for the Modern Investor Podcast ·

2025/09/12

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.As Seen On: InvestopediaCan You Retire Early on $750,000? The Real Answer is in the DetailsRetiring early with a $750,000 nest egg? For some, it can work—with careful planning, clear expectations, and a willingness to keep your spending within real-world limits.🎯As I shared with Investopedia, early retirement at age 60 with this amount is “doable for some—but only with strong

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7:15

💲What Price Should Investors Be Willing To Pay?

History Lessons for the Modern Investor Podcast ·

2025/09/04

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On September 4, 1972, The Price Is Right Premiered on Daytime TV.American households tuned in to CBS for the first episode of The Price Is Right—a game show that would become a cornerstone of daytime television. Hosted by the endlessly affable Bob Barker, The Price Is Right wasn’t just about luck; it was about knowing the market, making calculated choices, and keeping your cool

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9:23

🚗 The Investor's Road to Innovation

History Lessons for the Modern Investor Podcast ·

2025/08/28

On August 31, 1908, The Model T Rolls Out—Driving Innovation Into the MainstreamOn August 31, 1908, the world of transportation changed forever with the quiet debut of the first Ford Model T from Henry Ford’s Piquette Avenue plant in Detroit. But that iconic black machine—the “Tin Lizzie”—was the result of years spent battling skepticism and defying conventional wisdom. Automobiles had been luxury playthings for the wealthy, expensive and finicky contraptions that broke down as often as they ran

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9:52

☮️ Peace & Love In Your Portfolio

History Lessons for the Modern Investor Podcast ·

2025/08/21

On August 18, 1969, the Woodstock Festival’s wild finale concluded with music, mud, and mayhem.On that day, the last electrified notes of Jimi Hendrix’s feedback-soaked guitar drifted over a battered field in Bethel, New York, closing the curtain on what would become the most mythic festival in American cultural history: the Woodstock Music & Art Fair. Conceived by four young promoters as a modest, for-profit event in the Catskills—originally to raise money for a recording studio—Woodstock was

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7:27

🏃🏼🏃🏼‍♀️Winning the Investment Marathon

History Lessons for the Modern Investor Podcast ·

2025/08/14

On August 13, 1908, the first modern Olympic marathon ended in dramatic fashion.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.The marathon at the London Olympics became one of the most famous (and chaotic) races in history. The race’s now-standard distance—26 miles, 385 yards—was set for the first time to allow the royal family a front-row view of the finish at White City Stadium. That day, Italian runner Dorando Pietri entered the stadium

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124 results

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