investment execution

Having a basic understanding of your finances and your overall investment strategy is the first step on the path to FI. The problem is, as time goes on, many investors feel obligated to make adjustments to, or “tinker” with, their plan—often unnecessarily. The stories Jeff Harrell recounts in this episode may be some of the most relatable because...

Investing in the stock market is one of the best tools available to help you reach financial independence. However, there is one variable you must factor in that, if neglected, could result in a longer path to get there: taxes. Jeff Harrell shares his experience which suggests that even the professionals often...

Maintaining total control of your finances starts with something that seems simple and yet tends to be a major hurdle for many of us to overcome. Discover the importance of organizing your investment accounts and how merely knowing where all your money is located can lead to better investment results in the long term. Jeff Harrell shares more stories from the trenches of...

Speaking especially to people who are sensible with their finances and live within their means, Jeff Harrell discusses one of the greatest fears all investors face, longevity. While this fear is real for many, experience suggests these fears are likely irrational for those who act in...

The three investment phases we all go through are accumulation, transition, and drawdown. This episode explains how to invest during each phase and what changes you should make as you shift from one phase to the next. Host Jeff Harrell shares his unique strategy to navigate all three phases. Using his personal FI journey as a guide, you will be able to...

Discovering FI (financial independence) can be thrilling and it’s tempting to quickly make changes to your finances and investments. This episode cautions you to proceed slowly to ensure you fully understand the financial ramifications of your actions. Because you don’t want to win the battle, but lose the war. “Small things” like transaction fees, taxes, and placing trades are...

Index funds are perhaps the greatest invention in the history of financial markets, but there may be circumstances where an alternative strategy could be superior. If you’re interested in learning a little more about building a portfolio of individual stocks, this episode is a must-listen. Host Jeff Harrell acknowledges there is nothing an investor can do to change the overwhelming odds...

Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord. If maintaining a positive family legacy is important to you....