Money Talk

with Ed and Chuck

Podcast

Money Talk

with Ed and Chuck

Podcasts

Money Talk With
Ed and Chuck Podcasts

Listen to our takes on a wide range of money
topics from finance, business valuations and investing,
to wills, taxes and trusts.

Episode 57

Skin In The Game

Everyone can be an investment advisor. Which is better? Making less money or no money. There is a new math being used. Why pay attention? It's not my money. I would rather bet your money. Insulated from losses. Build your obituary today.
Listen Now

Episode 56

Attorney Fees

Whatever attorneys charge is too much. The problem is communication. Move across the river and save $3,000,000. You will be shot for a $500,000 bill. The quicker the bill is paid, the happier the client. Send your check via FedEx for better service. Peter Pan works here.
Listen Now

Episode 55

Transitioning the Family Assets

"There are some tricks to transferring assets". Ed loves family members fighting for assets. Nothing lasts forever. More anger equals less tax. Where's the money? "Let Charley run it as long as I'm getting paid cash".
Listen Now

Episode 54

The Perfect Value Investor

Ed's 46 year old stock pick might just take off. Don't buy a new Tesla. "Don't look at me, the market is just down". Who says that and when? Apple and Home Depot do well sometimes. A recession is just around the corner. "Listen to Jim Cramer when picking stocks" No one has ever said that. Ed has started to paint.
Listen Now

Episode 53

Wealth Accumulation, Taxes, and Distributions

Ed and Chuck don't understand quadratic or differential equations. The IRS isn't always right. Who cares if there is no income tax in Alaska? No one should. Just read the book. Ed's dog Jack would like some money. How charitable do you want to be? Families fighting over the honey pot.
Listen Now

Episode 52

Investing In Troubled Times

Everyone wants to make more money than their neighbor or more money than their sister's husband. It's difficult to grow your IRA. The losers aren't around. The longer you stay in, the greater your chances of winning. Invisible inflation. You don't win or lose until you sell. ETF's. Ed and Chuck still don't like investment advisors. The US is not populated with that many people with that much money.
Listen Now

Episode 51

When To Quit

Today’s topic is the power of knowing when to walk away. There’s the quantitative side — how much money in dollars — and then there’s the qualitative side, which gets to the question of abandoning the child, the new business, or an idea. Can you handle quitting and the loss of your identity?
Listen Now

Episode 50

Zero Wealth to Substantial Wealth with Joseph B. Anderson, Jr.

Today’s guest is Joseph B. Anderson Jr. We'll be discussing Joe's journey from zero to fairly substantial wealth over a long period of time. But more specifically, we'll discuss Joe's beginning in Topeka, Kansas, and his journey to West Point, Vietnam, the White House fellowship, General Motors, and Tag Holdings, LLC.
Listen Now

Episode 49

Conflicts

Today’s topic is conflicts. When we hear the word conflict we often think about lawyers — what’s your hourly rate and should it be more? Chuck’s dad has a saying — “there’s $1,000,000 in your back.” As long as you’re capable of working, then you’ve got the ability to make the money that you just spent.
Listen Now

Episode 48

Good Design is Good Business

Today’s guest is Kerry Grady, an American entrepreneur, designer, educator, author, and humanitarian. He is best known as the Founding Principal of Grady Campbell, a leading strategic brand agency established in 1989 that plans, designs and produces customized, multi-dimensional solutions for a wide range of clientele. Join us for a lively conversation about growing up in Iowa, a gallery in the outhouse, and learning design from the Bauhaus.
Listen Now

Episode 46

Picking Stocks

Schwab gives Twitter an F-rating. Don't even bother selling your shares, just burn the shares that you own. Create some heat in the fireplace. Picking stocks depends on the narratives behind them, to some. What are the consistent stocks? Copy the top ten winners — a team of professional investors who are far more experienced in handling a great deal more money.
Listen Now

Episode 47

Asset Volatility

Some people are just better off not paying attention. Our guest bought two Iowa farms ... and never saw either one of them. It's like saying you never saw your child. Don't fall in love with the farm. Don't fall in love with Apple. Nobody's saying that you must own stocks, but if you do, you've got to make your own decisions.
Listen Now

Money Talk

with Ed and Chuck

Independent, uncompromised, absolute financial truths, behind financial perceptions from hosts, Ed Sutkowski, Esq. and Chuck LeFebvre, Esq., based on more than 75 years of combined experience representing entrepreneurs, family offices and high net worth individuals.

Twitter Facebook-f Podcast