Smart Investing with Brent & Chase Wilsey
Brent and Chase bring their financial experience live to the listeners and answer questions about individual companies, the economy, and other financial matters. The investing team brings an “Unbiased, No Strings Attached, Fundamental Opinion” to all their listeners. They demonstrate long-term investment strategies to help you find good value investments and to show you exactly how they invest their money.
- Update frequency
- every 6 days
- Average duration
- 66 minutes
- Episodes
- 310
- Years Active
- 2019 - 2025
May Consumer Price Index, U.S Fertility Rate & Our Economy, Employee 401k, and Signs in the Economy that the Supply Chain is Improving
Inflation numbers were released, there was no surprise to the upside or the downside …
April Jolts Report, May Employment Numbers, A Major Reason Why We Do Not Recommend Leaving A 401k At An Old Employer, and Harrison Johnson, CFP®: Tax Filing vs. Planning
April Jolts Report
Although job openings declined in the recent JOLTs report they still remained elevated. The report showed job openings of 11.4 million in the month of April which was the second hi…
Target (TGT) and Walmart (WMT), Rising Interest Rates Impact the Real Estate Market, Housing Supply, Supply & Demand in the Energy Market, and Harrison Johnson, CFP®: Tax Filing vs. Planning
Target (TGT) and Walmart (WMT)
We have seen companies like Target (TGT) and Walmart (WMT) get absolutely hammered this earnings season with WMT down close to 25% from its 52-week high and TGT down ov…
Energy Prices, Energy Market, Retail Sales, Options Trading, Apple (AAPL), and Harrison Johnson, CFP®: Estate Planning and Beneficiaries
Energy Prices
Energy prices continue to climb as regular gas prices at a national level hit a record $4.523/gallon and diesel prices hit $5.573/gallon. Last month gas prices were at $4.08/gallon and …
U.S. Airline Bookings, CPI (Consumer Price Index), Coinbase Stock (COIN), and Harrison Johnson, CFP®: Series I Savings Bonds
U.S. Airline Bookings
I have said that I believe the economy will be held up by a shift from goods to services throughout the rest of this year. I was a bit worried with my prediction when I saw a he…
April Employment Numbers and JOLTS Report, Declines in the Markets, Foreign Currencies, Money Market Funds and Special Guest Robert Behic
- April Employment Numbers
Employment numbers came out on Friday and while unemployment rates stayed the same as last month at 3.6%, not as good as the expected 3.5%, the economy still recovered 428,00…
Big Tech Companies Start to Struggle, GDP Report, College Students Starting Salary, Bitcoin (BTC-USD), Harrison Johnson, CFP® will be discussing The Augusta Rule
Big Tech Companies Start to Struggle
I'm quite excited to see many big tech companies start to struggle. I have been hesitant on the group the past few years as the valuations just did not fit in to …
Streaming Services, Bonds and CA Legislation (calling for a 32-hour workweek for companies with more than 500 employees), Harrison Johnson, CFP®: Working smart, not hard
- Streaming Services
After Netflix's results yesterday that saw the company lose 200,000 paid subscribers and forecast a loss of 2 million subscribers in the second quarter, it is clear the streaming c…
Inflation, CPI Report, March Retail Sales, General Motors, Ford, Toyota Stock, Russia/Ukraine Impacts Fertilizer and Harrison Johnson, CFP®– Tax Changes When You Get Married
Inflation
Comparisons of our current inflation to the late 70s in my opinion is not the same. From 74 to 79 the consumer price index was 8.1% however unemployment was at 7.9%. Recent unemployment jus…
Walt Disney (DIS), Index Investors, Nasdaq and Treasury Markets, Bitcoin Update, and Harrison Johnson, CFP®– “Generalized” Financial Advice
Walt Disney
I held Walt Disney in the portfolio many years ago and I’ve been waiting for a correction to come to put this wonderful business back in my portfolio. I always liked it because it was a f…
March 2022 Jobs Report, JOLTS, 401(k) Accounts, Yield Curve Inversion, and Harrison Johnson, CFP®: Financing with Higher Interest Rates
March 2022 Jobs Report
To no surprise the job recoupment continued in the month of March as non-farm payrolls grew by 431,000. This did miss the estimate of 490,000, but the previous two months saw r…
Apple’s New phone, Electric Planes, Energy Sources, the 10-Year Treasury and the Housing Market, Harrison Johnson, CFP®: Financing with Higher Interest Rates
- Apple’s New Phone: SE
I recently read about all the hype on Apple products from the recent product event and special notice was taken to the big push on their new phone the SE which starts at $429 ve…
Increases in the Economy, Oil Companies, Inflation & Consumers, and Harrison Johnson, CFP®: Early Retirement
- Increases in the Economy: Retail sales came out today with a headline miss as they grew 0.3% compared to January below the estimate of 0.4%. A major positive in the report was January was revised upw…
SPACs, Oil Price Spikes, Tax on Big Oil Companies, and the JOLTS Report
SPACs: You may not remember about 18 to 24 months ago when the big rage was SPACs. These are special purpose acquisition companies, and many were formed back in 2020. We talked about not investing in…
Stocks, February Jobs Report, Harrison Johnson, CFP®: Beneficiary Designations
- The Right Stocks Will Do Well Over The Long Term
- US Electric Grid: The United States electric grid is becoming older by the day. In 2020 there were over 180 power disruptions
- February Jobs Report: Th…
SEC, Tax Returns, Stop Loss Orders, The Future of Money, and What is a CFP?
- The SEC: Recently the Securities and Exchange Commission also known as the SEC passed a proposal that would force hedge funds and private equity funds to provide basic disclosures to their investors …
Inflation, Household Debt, Oil, Federal Gas Tax Holiday and Harrison Johnson, CFP®: 401k Rollover
- Inflation:
We reported last week that inflation year over year was up 7.5%. Companies are doing their best to hide these increases in many ways such as reducing the portion size at restaurants or re…
Oil and Gas Lines, Super Bowl Sunday, Trade Deficit, The Housing Market and Harrison Johnson, CFP® : The Time Value of Money
Highlights:
- On Friday, February 4 China and Russia announced a new oil and gas deal valued at roughly $118 billion. It should also be known that last year the trade between the two countries hit a re…
Jobs Report, Facebook (FB), Apple (AAPL) and CFP® Harrison Johnson: Inheriting Annuities
- Jobs Report
The jobs report blew past the estimate of 150,000 today as nonfarm payrolls grew 467,000 in January. Also, November and December saw a huge revision upward as it totaled 709,000. While I…
GDP Report, Public Pension Funds, Oil Companies, CFP® Harrison Johnson: Inheriting Annuities
Mentioned Topics:
- GDP Report
The GDP report came in very strong this morning as Q4 saw an annualized growth rate of 6.9% which blew past the estimate of 5.5%. While this is a positive, there was a l…