Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today.
00:36 Starting from Scratch: A New Investor's Journey
01:33 Reflecting on Past Mistakes and Learning
02:37 Investing in Your Early Twenties vs. Now
03:19 Adapting Investment Strategies Over Time
16:04 The Importance of Automating Savings
23:30 Earnings Growth and Financial Success
30:50 Understanding Compounding and Inflation
32:58 Teaching Financial Literacy to Kids
34:09 Reflecting on Investment Strategies
35:07 The Role of Humility in Investing
38:58 Starting Over: Portfolio Strategies
42:10 Rolling Over Retirement Accounts
49:25 Aligning Finances with Values
52:53 Frameworks vs. Rules in Financial Planning
Companies mentioned: AAPL, CRWD, KNSL
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