This episode covers a brief overview of capital gains taxes and how they affect investment properties, as well as a discussion on the Fed and the expectations for the pace of rate hikes in 2022 and beyond. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics...
Jan 24, 2022•1 hr 12 min•Ep. 35
If you’re interested in learning how to help your kids start investing, our Nerd breaks down different options, including 529 plans, ROTH IRAs, and UGMA/UTMA accounts. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this po...
Dec 20, 2021•55 min•Ep. 34
In this episode we discuss the Omicron variant and how it’s affecting the markets, as well as DAOs – a new acronym that our Novice learned about with the help of the WuTang Clan! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained...
Dec 06, 2021•56 min•Ep. 33
Everywhere you look seems to have “help wanted” ads, so on this episode the Novice and The Nerd, we discuss where all the workers could be. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as inv...
Nov 15, 2021•46 min•Ep. 32
Explaining another popular acronym, Derek discusses HSAs and how they could be used for purposes of maximizing your retirement savings. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investm...
Nov 01, 2021•25 min•Ep. 31
In this episode we discuss a brief history of the debt ceiling, why it's self-inflicted chaos, and one crazy idea being discussed to solve it forever called Mint The Coin! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in thi...
Oct 18, 2021•37 min•Ep. 30
Have you heard the acronym “QCD”? Derek explains what qualified charitable distributions are and describes how retirees could potentially lower their tax exposure by using these strategically. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The informa...
Oct 04, 2021•31 min•Ep. 29
A new report released recently included some disappointing news about the state of Social Security. On this episode we discuss when it could happen, how it can affect your retirement projections and how the government could step in. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including idea...
Sep 13, 2021•40 min•Ep. 28
Haven't refinanced yet? The Nerd discusses why he's refinancing for 2nd time in 18 months and why you might want to hurry up! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax o...
Sep 02, 2021•59 min•Ep. 27
On this episode of the Novice and the Nerd, we discuss the child tax credit changes, explain why companies decide to go public, and look at AMC stock (yes, the movie theater) and why its so volatile. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The ...
Jul 19, 2021•1 hr 5 min•Ep. 26
On this episode of the Novice and the Nerd, we answer listener questions, discuss The Price is Right, and look at reasons for the “great resignation” happening while the economy starts to heal. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The inform...
Jul 01, 2021•54 min•Ep. 25
On this episode of the Novice and the Nerd we follow up with what inflation could mean for your investments. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. S...
Jun 03, 2021•48 min
On this episode of the Novice and the Nerd we cover the basics of inflation, why everyone seems to be talking about it lately, and reasons it may not persist. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is ...
Jun 01, 2021•52 min•Ep. 23
On this episode of the Novice and the Nerd we discuss all aspects of pensions. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advis...
May 10, 2021•1 hr 17 min•Ep. 22
On this episode of the Novice and the Nerd we discuss who is really to blame for higher prices at the pump. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. St...
Apr 12, 2021•47 min•Ep. 21
On this episode of the Novice and the Nerd we discuss Bitcoin, blockchain technologies and why everyone is talking about them! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax ...
Mar 01, 2021•1 hr 8 min•Ep. 20
On this episode of the Novice and the Nerd, we talk about what exactly is going on with GameStop, what selling short means and how this one stock could be impacting the broader market. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information con...
Feb 01, 2021•1 hr 34 min•Ep. 19
On this episode of the Novice and the Nerd, we discuss the spike in Christmas tree sales, the potential future of Movie Theaters, and what Tesla joining the S&P 500 means for the stock market. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The inf...
Dec 20, 2020•44 min•Ep. 18
On this episode of the Novice and the Nerd, Derek explains MMT (Modern Monetary Theory) and how it could be applied to another potential economic shutdown. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not...
Nov 24, 2020•49 min•Ep. 17
On this episode of the Novice and the Nerd, we’re discussing one of the bright spots during Covid: housing. We review the reported sales numbers and introduce you to our Financial Planner and Advisor Kristina Mello to help cover the basics of home buying. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or c...
Sep 04, 2020•41 min•Ep. 16
On this episode of the Novice and the Nerd, we discuss how Covid-19 could affect saving in your 401(k), including employer match and potential new government rules. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podca...
Aug 14, 2020•42 min•Ep. 15
On this episode of the Novice and the Nerd, we discuss some misconceptions surrounding pensions and how Covid-19 could have affected these types of defined benefit plans. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this...
Jul 06, 2020•51 min•Ep. 14
On this episode of the Novice and The Nerd, we discuss the importance of setting a budget, as well as some home projects many may be considering while home for the summer. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in thi...
Jun 10, 2020•32 min•Ep. 13
On this episode of the Novice and The Nerd, we discuss Derek’s latest blog where he explains a worrisome trend emerging with the S&P 500. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as i...
Jun 01, 2020•39 min•Ep. 12
On this episode of the novice and the nerd, Is the market expensive? Just how high can unemployment go? Was the price of oil really negative? Tune into this episode to hear Derek and Laura's takes on these subjects and more! Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for fu...
Apr 29, 2020•35 min•Ep. 11
On this episode of the novice and the nerd, we’re answering some questions from YOU, the listener! First, how do we make back what we’ve lost, so far, in the markets. Second, how are your 529 plans affected. And third, what’s the Fed doing to help? Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments...
Apr 16, 2020•44 min•Ep. 10
This episode of the novice and the nerd will focus on employee-sponsored retirement plans and how to handle these types of accounts in the middle of the current market turmoil. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained i...
Apr 05, 2020•40 min•Ep. 9
This episode of the Novice and the Nerd includes a discussion of the CARES Act, including who will be receiving rebates, changes to unemployment and how RMDs will be affected. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in...
Mar 30, 2020•33 min•Ep. 8
On this episode of the Novice and the Nerd, we\'re talking about the current state of the markets in the midst of the Coronavirus. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, ...
Mar 24, 2020•1 hr 9 min•Ep. 7
While markets are in turmoil there may be a silver lining for homeowners. On this episode of the novice and the nerd, we discuss refinancing in this low interest rate environment. Find complete show notes and links on our website, StrategicPoint.com . Follow us on Twitter , like StrategicPoint on Facebook , and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information containe...
Mar 13, 2020•44 min•Ep. 6
