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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Mastering Your Money w/ Douglas Boneparth

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Business, Investing

4.6593 Ratings

🗓️ 20 May 2022

⏱️ 41 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE YOU’LL LEARN: 01:17 - Why you may need a financial advisor as a millennial. 01:17 - The value financial advisors add. 17:33 - Why robo-advisors won’t take over the financial advising industry. 22:49 - The most important thing keeping you from reaching your financial goals. 36:45 - Whether you should pay off your student loans or invest. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read this episode’s transcript and full show notes on our website. Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance. Douglas Boneparth’s book, The Millennial Money Fix. All of Robert’s favorite books. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Douglas: Website | Twitter | LinkedIn   Connect with Robert: Website | Instagram | Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.9

On today's show, we continue to revisit some of my favorite podcast from the past in this

0:08.4

millennial investing rewind.

0:10.2

If you've missed our previous rewind episodes, we've started to reshare some older episodes

0:15.7

that are my favorites for a few reasons.

0:18.7

One, we get a bunch of new listeners each week, so the new listeners may not have heard

0:23.1

this episode before.

0:24.7

Two, even if you've been listening for a while, you may have missed this episode when

0:29.2

it originally came out.

0:30.9

Or three, even if you've heard it before, it can be a great episode to learn from again.

0:36.4

If you've already heard this episode or you're not interested in hearing it, feel free to

0:40.0

just skip it.

0:40.7

There's no harm in that, and you can pick up with our new episodes next week.

0:44.9

All right, guys, that's all I had for you for this new intro.

0:48.2

Everything going forward is going to be from the original show.

0:51.3

Hope you guys enjoy it.

0:56.3

On today's show, I sit down with Douglas Bonaparth to talk all about millennial's personal

1:01.2

finances, from investing in the stock market to paying off student loans. We talk about getting

1:06.5

clear on your financial goals, a tactical six-step process on how to get your finances in order,

1:11.8

and much, much more. For those who don't know who Douglas is, he is a successful entrepreneur,

1:17.3

founder of bona fide wealth, in New York City's financial advisor for millennials, he's a part of

1:22.7

CNBC's Digital Financial Advisor Council, and he was ranked one of the top 10 most influential financial

...

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