Episode 103 - Just Because

Join Andrew Martz and Bill McBride as they recap the financial rollercoaster of 2023, share insights on proper investment math, and make bold predictions for 2024. Whether you're a seasoned investor or new to finance, tune in for valuable insights to help you navigate your financial journey. Subscribe now and stay sensible about your dollars with Bill and Andrew.

Alright Alright Alright!  We finally incorporated some Matthew McConaughey wisdom into a financial podcast. Mac's latest children's book "Just Because" provides some profound mantras, simple insight really, into the self-talk we should be employing.  When it comes to your investment philosophy, Bill and Andrew relate this simple preface of Just Because to ways to improve your discipline.  Just Because you read this description, doesn't mean you get it yet...Tune in!

While financial success is the goal for many, financial enabling can silently affect your future financial well-being. This week Andrew and Bill discuss what financial enabling is, who it effects, relationships to beware of and careers choices that may foster it.

Diverse opportunities and economic disparities mark our society. This week, Andrew and Bill discuss socioeconomic class mobility and shed light on the factors influencing upward and downward movement within the class system.

Fake Investments are the products and services we spend our money on, believing they will bring us wealth, but just leave our wallets empty. This week, Andrew and Bill discuss common fake investments, personality traits that can lead to making fake investments, and the right questions to ask to avoid these pitfalls.

Traveling in 2023 is coming with a lot more cost. This week Bill and Andrew discuss the Do’s and Don’ts of mixing personal & professional travel along with the new landscape for corporate travelers. Tune in and find out if rewards points still matter!!

It's tax deadline time!   This week Bill and Andrew review this year's tax deadlines, but equally as important is the opportunity to review your portfolio.  We tell you what to look for as it relates to your taxes and how to rebalance your portfolio like a pro.

Luck and Risk are two different sides of the same coin. This week Bill and Andrew talk about the role of luck in success, why the year you were born matters, and the importance of holistic financial planning. Don’t underestimate the power of things you can control!

If your friends were all jumping off a bridge, would you do it?  This age-old parental inquiry was never so useful as it is in the mindset of an investor.  Join Bill and Andrew today as they discuss what the most popular investments are and what you should really be doing with your money instead of following the "Cool Kids" that are jumping off bridges!

Self sabotaging behavior is one of the major causes for not meeting individual financial goals.  The effects of a weekend splurge spending spree can last for years. This week Andrew and Bill discuss how consumer behavior patterns have changed as a result of the pandemic and how you can avoid common pitfalls and make your financial dreams a reality.