Personal Finance Videos

Your "Diversified" Portfolio Is Just an Expensive Index Fund | Brett Rentmeester
VideoMar 26, 2026

Your "Diversified" Portfolio Is Just an Expensive Index Fund | Brett Rentmeester

Brett Rentmeester warns that naive diversification can simply create an expensive index fund when multiple overlapping funds concentrate on the same large-cap holdings. True diversification targets uncorrelated sources of return—reducing idiosyncratic risk across assets with different fundamental drivers, not just...

By Wealthion
The Home Office Write-Off Everyone Is Missing
VideoMar 26, 2026

The Home Office Write-Off Everyone Is Missing

The video spotlights a frequently overlooked tax benefit: the home‑office deduction. While many accountants warn that claiming it may trigger audits, the presenter argues it remains a legitimate, low‑risk way for millions of Americans—especially the 50 million side‑hustlers with 1099 income—to...

By Mark J Kohler
Should I Contribute to a Roth IRA? | MarketWatch: Don't Short Yourself
VideoMar 26, 2026

Should I Contribute to a Roth IRA? | MarketWatch: Don't Short Yourself

In this MarketWatch "Don’t Short Yourself" episode, Beth Pinsker and retirement expert Jamie Hopkins dissect the perennial question: should investors favor a Roth IRA over a traditional retirement account? The conversation walks listeners through the mechanics of Roth 401(k)s, Roth...

By MarketWatch
I Live in NYC on $53K/Yr: 'You Don't Need to Be Making Six Figures to Have a Good Life in...
VideoMar 26, 2026

I Live in NYC on $53K/Yr: 'You Don't Need to Be Making Six Figures to Have a Good Life in...

Eileen Tyrrell, a 26‑year‑old store manager, explains how she lives in New York City on a $53,000 salary and argues that a six‑figure income isn’t required for a good life in the city. She earns $45,000 as a Brooklyn bookstore manager...

By CNBC Make It
3 Funds for the HALO Trade
VideoMar 26, 2026

3 Funds for the HALO Trade

The video discusses a “halo trade” strategy to protect portfolios from AI‑driven disruption by shifting into heavy‑asset, low‑obsolescence stocks, dubbed “halo” stocks. The host screens funds with strong industrial exposure and minimal tech holdings, highlighting three options: Lazard Global Listed Infrastructure...

By Morningstar
LGT’s Prince Max Urges Global Asset Diversification
VideoMar 26, 2026

LGT’s Prince Max Urges Global Asset Diversification

Prince Max, representing LGT – one of the world’s oldest multi‑family offices – addressed Bloomberg’s audience on the need for global asset diversification amid heightened geopolitical tension, AI disruption and market volatility. He warned that the flood of headlines creates noise,...

By Bloomberg Live
I Studied 1,000 Hours of Billionaire Advice to Find the Fastest Way to Make Money
VideoMar 26, 2026

I Studied 1,000 Hours of Billionaire Advice to Find the Fastest Way to Make Money

The video distills more than a thousand hours of billionaire interviews into a playbook for rapid wealth creation, arguing that speed and focus trump flawless ideas. It challenges the myth that perfect timing or diversified portfolios are the primary drivers...

By Evan Carmichael
Are You Buying a House for the Right Reason? 
VideoMar 26, 2026

Are You Buying a House for the Right Reason? 

The video cautions prospective buyers to examine their motivations before committing to a home purchase, emphasizing that true readiness stems from personal stability rather than market hype or social pressure. It argues that purchasing a house should be anchored in...

By Matt The Mortgage Guy
How Much Money Should You Save?
VideoMar 25, 2026

How Much Money Should You Save?

The Ask the Compound episode tackled the perennial question of how much money one should save for retirement, while also probing the cultural perception of wealth in high‑cost cities like New York. Host Duncan and co‑host Ben fielded listener queries...

By The Compound (Ritholtz Wealth)
How Much Do You REALLY Need To Retire?
VideoMar 25, 2026

How Much Do You REALLY Need To Retire?

The video tackles the fundamental question of how much wealth is required for a comfortable retirement, breaking down the calculation into portfolio size, withdrawal rates, and Social Security benefits. It starts by highlighting that the median net worth for Americans...

By Money Guy Show
The Investment Mistake Exposing You to Higher Risk | FT #shorts
VideoMar 25, 2026

The Investment Mistake Exposing You to Higher Risk | FT #shorts

Financial professionals warn that keeping employer‑issued bonus shares can expose investors to dangerous concentration risk. When a single stock dominates a portfolio, any price swing—especially a decline—can erode both investment value and future earnings. The video cites recent bank share...

By Financial Times (FT)
Lawrence Lepard: How Much Gold and Silver You Really Need #Gold #Silver
VideoMar 25, 2026

Lawrence Lepard: How Much Gold and Silver You Really Need #Gold #Silver

The video features Lawrence Lepard discussing how much gold and silver investors should hold as a hedge against currency failure and monetary instability. He frames precious metals as a defensive layer when fiat money “breaks,” emphasizing that many investors are...

By Wealthion
Die With Zero: Brilliant Retirement Strategy or Terrible Advice
VideoMar 25, 2026

Die With Zero: Brilliant Retirement Strategy or Terrible Advice

The episode tackles Bill Perkins’ "Die With Zero" philosophy, challenging the conventional Australian retirement script of working, saving, and then spending. Yardney and demographer Simon Kersen argue that the real question is not when to retire, but when to...

By Michael Yardney (Australia)
Barry Ritholtz: Every Year, There's a Reason to Sell
VideoMar 24, 2026

Barry Ritholtz: Every Year, There's a Reason to Sell

Barry Ritholtz argues that long-term investors should focus on time horizon and corporate fundamentals rather than short-term market panics, noting broad markets historically recover and 20-year U.S. equity stretches have never been negative. He says bear markets largely reverse gains...

By Seeking Alpha
Is Gold Really a Safe Haven?
VideoMar 24, 2026

Is Gold Really a Safe Haven?

The video challenges the common perception of gold as a "safe haven," arguing that it is more accurately described as a hedge against certain market risks. The presenter emphasizes that gold does not meet the minimum safety criteria for core...

By ETFguide
Conflicts Can Present 'Long-Term Buying Opportunities for Disciplined Investors': Guenther
VideoMar 24, 2026

Conflicts Can Present 'Long-Term Buying Opportunities for Disciplined Investors': Guenther

The interview with Janine Guenther, portfolio manager at Bellwether Investment Management, centers on how ongoing geopolitical conflicts—specifically the Iran situation—are reshaping market dynamics and investor behavior. Guenther emphasizes that while wars spark short‑term volatility, they also generate dislocations that disciplined...

By BNN Bloomberg
Finding Your Investing Lodestar: In Search of an Investment Philosophy!
VideoMar 24, 2026

Finding Your Investing Lodestar: In Search of an Investment Philosophy!

The video centers on the need for a personal investment philosophy, distinguishing it from tactics or slogans, and explains why a core set of beliefs is essential in today’s volatile markets. The speaker, a veteran NYU professor, draws on decades...

By Aswath Damodaran on Valuation
Session 35 (of 42): The Case for Passive Investing - Active Investors' Track Record
VideoMar 24, 2026

Session 35 (of 42): The Case for Passive Investing - Active Investors' Track Record

The session examines whether investors should aim to beat the market or simply embrace passive strategies. It highlights the dramatic shift over four decades, with passive index funds and ETFs growing from a negligible share to roughly 65% of total...

By Aswath Damodaran on Valuation
“Just Buy Low, Sell High” 😂
VideoMar 24, 2026

“Just Buy Low, Sell High” 😂

The video is a candid rant about trading meme‑stocks, where the speaker emphasizes that success hinges on being early and managing exposure. He notes he devotes roughly 15‑25% of his portfolio to a hot meme‑stock, treating it as a speculative...

By Money Guy Show
Do This Today If You Want a Successful Retirement
VideoMar 24, 2026

Do This Today If You Want a Successful Retirement

In the latest Money Guy Show episode, CFP® Brian Preston and CFA® Bo Hanson outline a single, actionable step that can dramatically improve retirement outcomes: establishing a comprehensive, automated savings and investment plan today. They stress the importance of aligning...

By Money Guy Show
Don Durrett: Normalcy Bias Will Cost Investors Everything #Gold #Economy
VideoMar 24, 2026

Don Durrett: Normalcy Bias Will Cost Investors Everything #Gold #Economy

Don Durrett warns that investors suffer from 'normalcy bias'—an entrenched expectation that the U.S. economy and stock market will continue their historical upward trajectory—so they overlook signs of a fundamental structural shift. He argues this complacency leads advisers and investors...

By Wealthion
Should You Pay Off Your Student Loan Early?
VideoMar 24, 2026

Should You Pay Off Your Student Loan Early?

The video tackles a common dilemma for mid‑career professionals: whether to use extra disposable income to overpay a student loan. The presenter argues that, in most cases, early payoff is a hard no. He stresses evaluating two variables – the remaining...

By Investors’ Chronicle
Mad Money 03/23/26 | Audio Only
VideoMar 23, 2026

Mad Money 03/23/26 | Audio Only

Jim Kramer’s Mad Money episode opened with a dramatic market swing, driven by a Trump‑posted update on Iran negotiations that sent the Dow up 631 points and the S&P and Nasdaq each gaining over 1%. The host framed the day...

By CNBC Television
Leverage Stocks for 51% Higher Returns: Private Market Strategy
VideoMar 23, 2026

Leverage Stocks for 51% Higher Returns: Private Market Strategy

In a recent Wellstack weekly episode, host Walker outlines a private‑market “well‑stack” approach that transforms a conventional $2.5 million equity portfolio into a leveraged engine for accelerated wealth creation. The core of the model is borrowing against the stock holdings at roughly...

By Buy Then Build (Walker Deibel)
They Think They Spend $15k a Month… But Do They?
VideoMar 23, 2026

They Think They Spend $15k a Month… But Do They?

The video spotlights a common misconception among high‑earning millennials: believing they spend roughly $15,000 a month when, in reality, their cash‑outflows are considerably higher. The speaker warns that neglecting to monitor the margin between income and expenses can leave viewers...

By Money Guy Show
Don Durrett: When Jim Cramer Says Buy Gold, It's Already Too Late #Gold #Silver
VideoMar 23, 2026

Don Durrett: When Jim Cramer Says Buy Gold, It's Already Too Late #Gold #Silver

In the clip, veteran precious‑metal commentator Don Durrett argues that Jim Cramer’s public endorsement of gold is a lagging signal, arriving only after the market’s “fear trade” has already begun. Durrett points out that most investors who buy gold and silver...

By Wealthion
Financial Advisors React to RIDICULOUS Money Clips
VideoMar 23, 2026

Financial Advisors React to RIDICULOUS Money Clips

The video offers a concise guide to low‑cost, high‑impact measures homeowners can adopt to improve energy efficiency. It emphasizes four practical actions—upgrading to LED lighting, sealing drafts, deploying a smart thermostat, and unplugging unused devices—each presented as a quick win...

By Money Guy Show
Be The Bank: The Power Of Real Estate Notes
VideoMar 23, 2026

Be The Bank: The Power Of Real Estate Notes

The podcast "Be The Bank" introduces listeners to real‑estate note investing, featuring veteran note buyer Eddie Speed, who has purchased over 50,000 notes in a four‑decade career. Speed explains how investors can become the bank by buying seller‑financed mortgages or...

By Jake & Gino
What It Actually Means to Own a Share
VideoMar 23, 2026

What It Actually Means to Own a Share

The video explains that buying shares through an online platform does not make the investor the legal owner of the securities; the platform holds the legal title on the company’s shareholder register. While the broker appears on the register, the investor...

By Investors’ Chronicle
S1E261: Familiarity: Portfolio's Silent Risk, Hidden Concentration Builds
VideoMar 22, 2026

S1E261: Familiarity: Portfolio's Silent Risk, Hidden Concentration Builds

The episode tackles the silent risk that familiarity creates in investors’ portfolios – the tendency to over‑weight companies, markets or sectors that feel comfortable, which gradually skews the original risk profile. Hosts Howie Lim, Brites Gerial of Scythe and...

By The Business Times (Singapore)
How to Invest Early for the Future, Even on a Limited Budget
VideoMar 21, 2026

How to Invest Early for the Future, Even on a Limited Budget

The video, produced by the Fint financial‑literacy community, urges Gen Z and millennial viewers to begin investing early even when cash flow is tight. It frames saving over earning as the core principle and cites a World Economic Forum survey showing...

By Good Morning America
Strategies for Boosting Retirement Spending: How Advisors Can Maximize Client Outcomes (Safely)
VideoMar 21, 2026

Strategies for Boosting Retirement Spending: How Advisors Can Maximize Client Outcomes (Safely)

Morningstar’s 2025 "State of Retirement Income" paper, presented by Christine Benz, Amy Arnot and Jason Keepart, revisits the perennial question of how much retirees can safely spend. The team replaces the historic 4% rule with a forward‑looking framework that incorporates...

By Morningstar
Investing Is About PROTECTING Wealth!
VideoMar 20, 2026

Investing Is About PROTECTING Wealth!

The video reframes investing by tracing its etymology to the Latin word ‘investire’, which means to cover or clothe, emphasizing protection rather than pure wealth accumulation. The presenter argues that defensive measures must precede offensive growth tactics; a portfolio that prioritizes...

By ETFguide
How to Become A Millionaire (By Age)
VideoMar 20, 2026

How to Become A Millionaire (By Age)

The video titled "How to Become A Millionaire (By Age)" delivers a blunt motivational premise: wealth is not a product of waiting for ideal conditions but of deliberately creating them. It urges viewers to abandon the “right moment” myth and...

By Money Guy Show
Capital Adequacy Ratio
VideoMar 19, 2026

Capital Adequacy Ratio

The episode of “The Economy, How Do You Measure That?” breaks down the capital adequacy ratio (CAR), the benchmark that regulators use to gauge a bank’s ability to absorb losses and protect depositors. CAR is calculated by dividing a bank’s regulatory...

By IMF
MarketWatch Is Answering Your Questions About Roth IRAs #marketwatch #tax #personalfinance #shorts
VideoMar 19, 2026

MarketWatch Is Answering Your Questions About Roth IRAs #marketwatch #tax #personalfinance #shorts

MarketWatch’s short video tackles a common question—what a Roth IRA is and how a Roth conversion can be leveraged in today’s tax landscape, especially when taxpayers receive a $6,000 senior bonus. The host explains that the $720 tax savings from that...

By MarketWatch
What’s the Worst Asset Class for the Next 5 Years?
VideoMar 18, 2026

What’s the Worst Asset Class for the Next 5 Years?

The Ask the Compound episode tackled a provocative question: which asset class will deliver the worst returns over the next five years—private markets or U.S. residential real estate? Host Duncan and guest Nick Mulli dissected recent capital inflows, the housing...

By The Compound (Ritholtz Wealth)
The Best Assets To Hold In Each Account
VideoMar 18, 2026

The Best Assets To Hold In Each Account

The video explains how the choice of investment account—Roth, traditional, or taxable—can be as critical as the securities held, outlining a three‑tier asset‑location framework. It recommends loading tax‑free Roth IRAs, Roth 401(k)s and HSAs with high‑growth indexed equity funds, using traditional...

By Money Guy Show
The Long View: Emily Guy Birken: What to Do in the Five Years Before You Retire
VideoMar 18, 2026

The Long View: Emily Guy Birken: What to Do in the Five Years Before You Retire

The Long View podcast features Emily Guy Birken, author of *The Five Years Before You Retire*, who argues that the five‑year horizon before retirement is the sweet spot for making meaningful financial adjustments. She explains that this period is...

By Morningstar
The Two Games of Money (Most People Play the Wrong One)
VideoMar 17, 2026

The Two Games of Money (Most People Play the Wrong One)

The video argues that we are now playing the wrong financial game. It traces the shift from a gold‑backed, equity‑based monetary system to the fiat, debt‑driven regime created by Nixon’s 1971 decision, and shows how that change rewired the relationship...

By Mark Moss
3 Great Funds for Your IRA in 2026
VideoMar 17, 2026

3 Great Funds for Your IRA in 2026

The video outlines three high‑quality mutual funds that investors should consider as core holdings for their Individual Retirement Accounts in 2026. It emphasizes the need for low‑cost, long‑standing managers that can endure market cycles and remain viable over the next...

By Morningstar
What Is Dollar-Cost Averaging?
VideoMar 17, 2026

What Is Dollar-Cost Averaging?

The video explains dollar‑cost averaging (DCA), a strategy where investors commit a fixed amount of money at regular intervals, irrespective of market highs or lows. By automating purchases, DCA removes the need to predict market bottoms and spreads entry costs...

By IG (Singapore)
Why One Big Purchase Is Never Enough
VideoMar 16, 2026

Why One Big Purchase Is Never Enough

The video explains why a single big purchase often leads to a cascade of additional spending, coining the “Dero effect” after an 18th‑century philosopher who upgraded his life piece by piece until broke. It outlines how the anchor item creates a...

By WhiteBoard Finance
Day Trading Tax in Canada 2026 (TFSA, Incorporation, Tax Deductions & More)
VideoMar 16, 2026

Day Trading Tax in Canada 2026 (TFSA, Incorporation, Tax Deductions & More)

The video breaks down how Canadian day traders are taxed, focusing on whether profits are treated as capital gains or business income and the resulting tax implications. It explains the CRA’s four‑factor test—trade frequency, holding period, time spent researching, and...

By Humbled Trader
The $75K Lesson That Changed Their Financial Future
VideoMar 16, 2026

The $75K Lesson That Changed Their Financial Future

The video introduces the world’s first completely synthetic, lab‑grown meat, explaining how scientists coax animal cells to form real muscle fibers without raising livestock. This breakthrough promises a new protein source that could reshape the food supply chain. Key insights include...

By Money Guy Show
Why You Never Put Ninja 9 Funds Imto A Retirement Account
VideoMar 15, 2026

Why You Never Put Ninja 9 Funds Imto A Retirement Account

Economic Ninja, a former firefighter turned investor, warns viewers against parking the Ninja 9 system’s capital in tax‑deferred retirement accounts. He argues that the perceived “free money” of pre‑tax contributions can become a liability when market cycles turn hostile. He cites a...

By The Economic Ninja
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
VideoMar 15, 2026

Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts

The podcast with CFA charterholder Raluca Filip focuses on helping financial advisors guide clients through heightened volatility, hesitation, and second‑thoughts about risk. Filip explains that investors often enter markets with bullish expectations and underestimate volatility, leading to panic when portfolios turn...

By CFA Institute
Where’s the Best Place to Stash Your Cash?
VideoMar 14, 2026

Where’s the Best Place to Stash Your Cash?

Morning Star’s Margaret Giles and Christine Benz explore where investors should park cash as yields retreat after Federal Reserve rate cuts. While nominal returns on cash‑type assets remain above inflation, the conversation underscores that cash’s primary function is preservation of...

By Morningstar
SUBSCRIPTIONS ARE KEEPING YOU POOR!
VideoMar 13, 2026

SUBSCRIPTIONS ARE KEEPING YOU POOR!

The video highlights how everyday app subscriptions silently erode personal finances, with the host discovering 26 active services on his iPhone yet only three that he actually uses. He argues that most consumers unknowingly spend hundreds of dollars each month...

By The Diary Of A CEO (Steven Bartlett)