Episode 2

You've Been Lied To About Your Investments | Robo Advisors

Josh and Isaiah dive into investing and share what they've learned over time through research and experience. The issue with what's called Modern Portfolio Theory (MPT). The flaws with the 60% Stock 40% Bond portfolio. And so much more!

Cheers!

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About the Podcast

Happy Hour Money

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About your hosts

Josh Bennett

I am an unabashed personal finance nerd and I am passionate about providing people the education and means to escape an unfulfilling life using money as a tool to pursue their best life. I founded Vincere Wealth, Money Masters, and Vincere Tax with this goal in mind.

Isaiah Douglass, MBA, CFP®, CEPA

We all are working and striving towards goals for the future – yet most people don’t understand what money actually is. My goal and role on this show is to challenge, share, and provide feedback to allow you to be better equipped to grow and build wealth. I believe that traditional advice has merit but also a lot of shortcomings. Passionate about investing, bitcoin, and business ownership. Never short on opinions 🤣 partner @ Vincere Wealth.