Season 2

Season 2 Preview - Invested Poorly: Sad Tales of FInancial Fails

Invested Poorly: Sad Tales of FInancial Fails returns for a second season to help you invest smarter and reach financial independence by avoiding bad investment decisions. In this short episode, host Jeff Harrell offers a preview of what to expect in Season 2.

The More You Know About Investing…The Worse You Do?!?

Obviously, more experienced investors who know a lot about investing and the financial markets must do better than those with limited investing knowledge; right? The empirical evidence is very compelling when it comes to answering this question with a loud and resounding, NO. Jeff Harell provides research to support why simpler...

Diversification Sounds Great…But Nobody Actually Does It!

Having a well-diversified portfolio is one of the main goals of most investment strategies. Although few would argue with this, the reality is that many investors eventually lose sight of why diversification was implemented in the first place. This episode illustrates, with vivid examples, how investors might say they want something, but...

Earnings Reports Are Meaningful…Or Meaningless

Quarterly earnings reports announcements are one of the most highly anticipated events in the investing world, so much so that financial news channels even coined the term “earnings season” for when the bulk of companies release their reports. Although it would seem consequential for investors to follow “earnings season” closely for...

You Review Your Investment Accounts…Too Often?

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...

Asset Location Is All About…Taxes, Taxes, Taxes

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...

Focusing on Dividends and Income Is…Not Important!!

This episode might be one of the most controversial because it will challenge the view that dividends and income are meaningful when it comes to investing. Many investors find these to be a vital component of their investment strategy, but Jeff Harrell provides his take on why the yield of an investment is completely...

Investment Returns Less 1% Costs…Up to 1/3 of Your Net Worth?!?

This episode will blow your mind when you find out how neglecting something that seems so small and insignificant can have a catastrophic impact on your timeline to reach FI. Jeff Harrell discusses how investors who make sure they pick up every “nickel, dime, and quarter” possible in their investment portfolio will reap the benefits many...

Your Investments Are Located…All Over the Place

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...

Financial Planning Software…Smoke and Mirrors

This episode highlights the shortcomings of one of the most popular benefits touted by the financial services industry: financial planning software. Jeff Harrell shares his experience with how advisors use this tool in practice, as well as how DIY investors can gain access to...

If You’re Worried About Running Out of Money…You Probably Won’t

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...

x
11
00:05:47

Wrap-Up Season 2 – Invested Poorly: Sad Tales of FInancial Fails

Season 2 is now in the books! Host Jeff Harrell summarizes the investing lessons learned in the second season, highlighting the theme of each of the 10 episodes—ultimately to help you sidestep those common investing pitfalls that have trapped other investors. Jeff also shares about...