In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism…

In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monast…

I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss: Building online Joining Swan Private Client Andy hates soccer/Isaiah likes soccer COVID breaking our brains How FAs simp for inflation Bitcoin and the american dream Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass Get…

I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss: Dropping out of college 3 times A vision for how Catholic monasteries could adopt bitcoin Obsessing over great cultures of the past without larping Peter Thiel's progress & decline thesis Gatsby, Elon, and fostering better elites The Sovereign Collective > …

I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-proba…

My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. Books discussed: The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. You Can Be a Stock Market Genius - Joel Greenblatt The Driver - Garet Garrett The Bitcoin Standa…

Warren Buffett says to read 500 pages a week. Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives? Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. Books discussed: The Crusades - Thomas Asbridge Capone The Franco Regime - Stanley Pay…

Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth. Episode pag…

Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses…

Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son. Guest: HRH Prince Filip, Hereditary Prince…

Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple…

I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage! In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's p…

In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations. Merry Christmas & Happy New Year! Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609…

Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world: - The dead end of "trying to make money on bitcoin" - What is going well regarding tools and the regulatory environment - Wha…

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk: - The Tax Planning mentality - Writing a book to standout as an expert - Is Bitcoin in a 401(k) even a good idea? - What Romney SHOULD have done with his huge IRA Outro: https://www.youtube.com/watch?v=ZOaj1TCMow…

Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Pla…

Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments. They don’t credit a goals based plan for retirement that they made 30 years ago! Instead of being laser focused on retirement, the a…

Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets. Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/ Inte…

I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and bitcoin charity. If you would like…

Andy Flattery & Zach from Casa respond to the bitcoin comments of Creative Planning's Peter Mallouk: - BTC is "Palm or Blackberry..." but blockchain will revolutionize everything? - "Too speculative" to be a currency? - But "anyone can create their own cryptocurrency?" - Investors in the S&P 500 will benefit anyway (from companies who hold it on th…

In this solo episode I answer listener questions from email and boostagrams: - the Jacob Imam vs. Trent Horn 401(k) debate on Matt Fradd's Pints with Aquinas podcast - Do we hate Warren Buffett now that he hates bitcoin? - Bitcoin beginner resources - Responding to listener boostagrams Show Notes: https://simplewealthkc.com/inbox-matt-fradd-401k-de…

Robert Breedlove partnered with Seth Simmons to produce a book version of his What is Money? The Saylor Series. In this episode, Simmons tells his story of how he was able to convert the popular podcast series into book format and why this definitive Michael Saylor appearance is significant. Support the book by participating in the giveaway for Wha…

"So why won't there be bitcoin banks that do this (custody) for you? I think there will be, but there's always going to be one problem with this, which is that bitcoin transactions are irreversible. And so it's an inherent core change in the security model of bitcoin compared to the legacy banking system. And because of that, there's always going t…

Andy Flattery & Tim Wuebker discuss all things inflation: - how we got here - why inflation is likely to stick around - what families can do to cope - what bitcoin means with an inflationary currency Originally aired on Tim Wuebker's Seemingly Ordinary Podcast Interlude & Outro: https://www.youtube.com/watch?v=dI9q6P0mYAI Get the essential list of …

Andy Flattery speaks with Logan Bolinger, attorney, writer, and founder of Think Bitcoin LLC, about the problems with Index Fund investing. Show Notes: https://simplewealthkc.com/against-the-indexing-religion--logan-bolinger-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=1AxVTvrD3HY Get the essential list of The Reformed Financial Advi…

The party is over and bitcoin is on sale. Andy Flattery and The Orange Pill Addicts discuss best practices to follow during bitcoin bear markets. Show Notes: https://simplewealthkc.com/how-to-sleep-well-during-a-bitcoin-bear-market-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=bpA_5a0miWk Get the essential list of The Reformed Financi…

It’s the month of June, which means it’s the month where your favorite financial services provider wants to make sure that you know that they have all the allowable and respectable opinions... they support The Current Thing! This episode is a critique of "sounding good" ESG. Because behind every rainbow flag logo, every trite slogan, and all obliga…

Andy Flattery speaks with Financial Advisor Morgen Rochard about the basics of financial planning, why bitcoin is for families, and why Financial Advisors have gravitated towards "crypto." Show Notes: https://simplewealthkc.com/earn-save-reject-altcoins--morgen-rochard-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follo…

Trent Dudenhoeffer, CFP®, CBP helps Andy Flattery answer client questions about bitcoin. What is it? Isn't it a bubble? Doesn't it use too much energy? Isn't it like MySpace? "I don't get it." Show Notes: https://simplewealthkc.com/?p=4907 Intro music is Ryan O'Connor's Interlude & Outro: https://www.youtube.com/watch?v=bayyRPSXGq0 Follow Andy Flat…

A key to understanding bitcoin is to first understand the importance of savings, because everything that you hear today about savings from the "default Keynesians" is wrong. In this episode, we take a deep look into the virtue of thrift with help from The Honeymooners, Hans-Hermann Hoppe, Robinson Crusoe, Pierre Rochard, Saifedean Ammous, Jimmy Son…

Andy Flattery talks with Patrick Newman about 19th century cronyism, Thomas Hart "Old Bullion" Benton, and the parallel to today's hard money debates surrounding bitcoin. Newman is the author of "Cronyism: Liberty Vs. Power in America, 1607-1849" Show Notes: https://simplewealthkc.com/cronyism-jacksonian-hard-money-movement-old-bullion-patrick-newm…

In this wide ranging conversation, Andy Edstrom discusses his history in legacy finance, why the 2008 financial crisis and monetary madness explain why our debt burdens are where they are today. If most assets are a "little bit money," bonds are at risk of being demonetized. Lastly, Andy makes his case for bitcoin as a lifeboat and why Financial Ad…

Eric Sammons and Andy Flattery talk about the current state of bitcoin and the claim that "bitcoin is an idol." Eric is the Editor-in-Chief of Crisis Magazine. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter Mus…

Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City. Show notes - https://simplewealthkc.com/?p=4865 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow And…

A podcast laying out The Michael Saylor Financial Plan as he tells it in his "Parable of the Argentine Rancher," Andy's thoughts on inflation, and Bitcoin Day KC. Show notes - https://simplewealthkc.com/the-michael-saylor-financial-plan-inflation-bitcoin-day-kc-podcast/ Sign up for The Reformed Financial Advisor monthly newsletter on financial plan…

Is Bitcoin a Good Coin? Catholic toxic maximalists Fr. Nick Blaha, the pseudonymous Slappy Jones II, and The Reformed Financial Advisor respond to the critiques of bitcoin from The New Polity's Jacob Imam and Marc Barnes. Show notes- https://simplewealthkc.com/is-bitcoin-immoral-fr-nick-blaha-slappy-jones-ii-podcast/ Sign up for The Reformed Financ…

It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield…

Grab your tickets to the Unchained Happy Hour in North Kansas City with Stephen Cole: simplewealthkc.com/unchained Andy Flattery and Stephen Cole discuss: Stephen's favorite KC BBQ Why younger Austrians gravitate to bitcoin Digital scarcity in investing The definancialization of everything Stephen's critique of altcoins codetoinspire.org Full Show …

Andy's appearance on the Seemingly Ordinary podcast with Tim Wuebker. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER…

Part II of the William Volker story is about his protege, Harold Luhnow. - Harold Luhnow battles the Pendergast machine - The Volker Fund and the Austrian School of Economics - How it all relates to Bitcoin Show notes: https://simplewealthkc.com/?p=4757 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, …

Andy Flattery, Tim Flattery, and Tom Griffin talk about how to be a good dad. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL…

Andy Flattery interviews Antony Sammeroff, author of "Universal Basic Income - For and Against." Show notes for this episode- https://simplewealthkc.com/18 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter Music u…

Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances. Show notes & transcript for this episode- https://simplewealthkc.com/16 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfi…

I read the poem "If" by Rudyard Kipling and offer some brief commentary on why this poem is timely for investors right now. Show notes for this episode- https://simplewealthkc.com/if Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy …

Ben Olsen of the DVS Group makes the case for why buying a private small business can be an attractive opportunity. Show notes for this episode- https://simplewealthkc.com/ben Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flatter…

Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS. Show notes for this episode- https://simplewealthkc.com/concentrated Sign up for The Reformed Financial Advisor monthly newsletter on financial…

Ryan O'Connor is the Founder and Portfolio Manager at Crossroads Capital, a Private Investment Partnership based out of Kansas City, MO. In this conversation, Ryan tells me the story of why he is (successfully) running an investment fund modeled after Warren Buffett's early partnership. Show notes for this episode- https://simplewealthkc.com/ryan S…

Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City. Show notes for this episode- https://simplewealthkc.com/lexington Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas C…

Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors. Commentary is offered on these films - Groundhog Day The Wolf of Wall Street Glengarry Glen Ross Wall Street Moneyba…

Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse. Here's a story for my KC friends about the civil war, buried treasure, and the building of our city. Show notes for this episode- simplewealthkc.com/donnelly Sign up for The Reformed Financial Advisor monthly newsletter on …