Podcast Episodes
Back to SearchThe many benefits of having and keeping clarity
Subscribe to the show If you have too many choices, you can find yourself stuck in indecision. Getting clear about your goals will save you …
5 years, 5 months ago
Why you should consider a diet of the mind
Subscribe to the show You can manage your mindset like a portfolio manager. Sell the bad vibes and buy more of the good ones. When you s…
5 years, 5 months ago
Deferring the feelings you don't want to feel makes things worse
Subscribe to the show You'll feel better taking the small loss today, rather than taking a larger one tomorrow. By avoiding the frustration …
5 years, 5 months ago
"I'm going to wait and see" means you're losing and going to lose more
Subscribe to the show Don't become soft and start negotiating with yourself when you start losing money. Be decisive and offset the position…
5 years, 5 months ago
The danger of becoming emotionally invested in the outcome of a trade
Subscribe to the show Don't let your greed overshadow risk management even with large unrealized gains. You can give them back in no time. …
5 years, 5 months ago
How to stay on message
Subscribe to the show It's the client's money, but you are the boss. Wherever you are sitting, it has to be at the head of the table. Cl…
5 years, 5 months ago
Staying in control
Subscribe to the show It's the client's money, but you are the boss. Wherever you are sitting, it has to be at the head of the table. Cl…
5 years, 5 months ago
Client relationships: Good fences make good neighbors
Subscribe to the show Tell your clients to mind their own business. You are the money manager / investment advisor. Click here to get y…
5 years, 5 months ago
Don't let hubris change your risk management rules
Subscribe to the show "When I fall in love, it will be forever." - When I Fall in Love, Nat King Cole (lyrics by Edward Heyman and music by Vict…
5 years, 5 months ago
Only the price tells you the truth
Subscribe to the show The story around a stock can cross over into the realm of fiction. Only the price tells you the truth. Click here …
5 years, 5 months ago