Kelly Advisor Podcast

Kelly Advisor Podcast

Jim Freeman provides you with insight on finances and retirement lifestyles.

Episodes

April 15, 2021 18 min
  • The study focuses on job exits and retirements for two demographic age groups (50-61) and (62+)
  • Low earners fared worse than their higher-earning counterparts during COVID. The oldest group of high earners did worse during COVID Recession (2020) than during the Great Recession (2009).  
  • All workers need to plan years in advance of estimated retirement; not months in advance. 
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    1. What is an NFT? 2. Will NFTs become permanent, or just a passing fad like bell bottom jeans and mullet hair cuts? 3. Bono: "If I don't understand it, it must be art..." sports and music in NFTs.  
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    March 19, 2021 19 min
    1. Risk is an emotional motivator: We are twice as concerned about avoiding losses than we are about achieving potential gains. 2. Risk vs. Reward: The risk you want and the risk you need and the risk you have can impact your financial goals.  3. Risk in a portfolio can be defined and discovered. Powerful software tools can shed light on your risk profile. That is important to know.
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    1. See the ship through the eyes of the crew. - It's Your Ship: Management Techniques from the Best Damn Ship In The Navy

    2. Inventing the A-bomb of the social sciences. - If Then: How the Simulmatics Corporation Invented The Future

    3. Jesus took a disorganized "staff" of twelve and built a thriving enterprise. -Jesus CEO

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    1. "Craftsmanship comes out of intelligent hard work." -Bill Russell

    2. "More space and computers, but less poetry and mystery." -Ron Chernow

    3. "I'm not sure if it's for you, but..." -Phil M. Jones

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    1. Bitcoin Was Born on October 31, 2008. To Mine It You Need Hard Drives Not Hard Hats. 2. Next-Gen Gold or Digital Kryptonite? Don't Count on Bitcoin Replacing the Dollar Any Time Soon. 3. For the First Time, the IRS in 2021 Will Ask You About Your Cryptocurrency Activity on Form 1040 Tax Returns. Regulation Is Coming.  
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    1. The Who, What, Where & Why of GameStop 2. How the Fusion of Cash, Gamification, and Technology Helped Foment a New Financial Populism on Wall Street 3. Reddit + Robinhood = Rebellion. Welcome to Occupy Wall Street Version 2.021
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    1. We've Come A Long Way From Men In Tights To Financial Neophytes and Terabytes 2. How Does Robinhood Make Money If It Offers No-Commission Trading? 3. Robinhood Is A Free App, Not A Financial Planning Tool  
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    1. To understand The Fed, you must also understand the political and intellectual environment of the time, in addition to the economic environment of the time.  2. Novel Idea: Has the quasi-private Fed been nationalized?     3. A trillion here, a trillion there. Pretty soon Fed action will add up to real money.
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    1. Surprise! The results of the 2020 DALBAR investor behavior study are not surprising.  2. The best financial professionals double as behavioral finance coaches of their clients. 3.  Psychological traps, triggers and misconceptions can cause investors to act irrationally.
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    1. "The Creature from Jekyll Island" 2. Do you know the difference between monetary and fiscal policy? Why you should.  3. Policies from the Big Chair: Paul Volcker, Alan Greenspan, Ben Bernanke, Janet Yellen, Jerome Powell
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  • "Don't invest for the end of the world; it only happens once."
  • Baseball tactics and financial goals: Swinging for the fences can lead to more strikeouts, not homeruns.
  • Investment Mindset: Reason vs. emotion.  
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  • Maintaining Dignity & Quality of Life
  • Know the Big Six of "Activities of Living"
  • LTC is an income issue, not an asset issue: Medicaid is not the goal 
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  • Strategy, Not Product, Key in Retirement Planning
  • Balance: Short, Medium & Long Term Financial Needs
  • Diversification: Safety, Growth & Liquidity (2 Years of Cash)
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