On this week's episode, Isaiah is joined by expert Dr. Wesley Gray, CEO of Alpha Architects, to discuss the concepts of value 🌱 investing.

Through research and extensive back testing, Dr. Gray has developed an approach of value investing that has an impressive compounding of 📈 returns. Check out our interview with Dr. Gray to learn more about this unique and mysterious way of investing capital.

So, grab a 🍺 drink and tune in with Isaiah and Dr. Wes Gray. You don't want to miss this one!

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BOOKS AND RESOURCES

Dr. Wes Gray’s website: Alpha Architect

Dr. Wes Gray’s books: Amazon

Dr. Wes Gray's Twitter: @alphaarchitect

Related Episode: What's So Interesting About Momentum Investing 📈 with Dr. Jack Vogle

Related Episode: Meb Faber - An Investor's Mindset is the 🔑 for Long Term Returns

ARE YOU NEW TO THE SHOW?

Check out our "Getting to Work Optional"

Browse through all our episodes here.

Our weekly episode release keeps you informed about financial markets and investment strategies.

Stay tuned in to learn how to achieve a work optional lifestyle.

It's officially 📅 tax season.

So, we are thrilled to welcome Grant Dougherty, the Founder & CEO of Dougherty Tax Solutions, as well as a social media expert on all things tax, to discuss the many ways you can use tax strategies to keep your tax bill as low as possible and more money in your hands.

Want to learn more and receive more detailed advice on how to be as tax efficient as possible? 🤔

Josh and Grant are both leading tax experts in the industry, and they delve deeper into tax loopholes that many people overlook, as well as discuss the implications of taxes on 💸 finances and 🌱investments. This is an episode you do not want to miss.

Grab a 🍻 drink and listen to a great discussion where we can help you minimize your tax bill to the fullest extent this year.

On this week's episode:

Quick Disclaimer! This episode will display lots of charts that Josh and Isaiah will talk you through. If this sounds interesting, we recommend checking out the video posted on YouTube.

This conversation will be focused on the retrospective on the year 2022 from a financial and economic perspective, covering investment decisions, the macro environment, and other global events. Basically, looking in the mirror and inevitably discussing what it means for the future.

(Yes, about as much as you could tell without a 🔮 crystal ball!)

Grab a 🍻 drink and tune in as Josh and Isaiah talk about what happened in the world and the world economy as a whole.

What to expect from this week's episode:

Envision being dumped into a 🏙 city you know nothing about, with only $700 in your pocket, and told to develop a million-dollar business in 90 days.

(Would you take this bet?)

Both Josh and Isaiah discuss what they would do if faced with this challenge. From looking for work and a place to live, to budgeting money for food, to starting a business and building a 💰 fortune.

If you want to know what these business owners would do to get rich, then you should probably grab a 🍻 drink and listen to this week's episode!

On this week's episode:

Get your finances on the ✅ right track in the new year!

Embrace the allure of a fresh start. New Year's is a great time to make financial resolutions, such as starting an investment portfolio, paying off debt, and creating an estate plan (to name a few).

With the 📅 new year quickly approaching, Isaiah and Josh discuss some financial resolutions you can make to improve your life and get you closer to your financial goals.

If you want 2023 to be a better year for your money, grab a 🍻 drink and tune in to this week's episode!

On this week's episode:

We're going to try something new and talk about some of the most common 💰 financial mistakes we see people make.

There's nothing wrong with making a mistake, even when it comes to money! However, it becomes a problem if you keep making the same missteps over and over again. Learning from these common money mistakes can save you time and money in the long run.

Along those lines, we will share some of the biggest financial mistakes they see people make. Ideally, you'll be able to draw wisdom from these missteps and and try to avoid making them yourself!

So, grab a 🍻 drink and settle back for an episode full with words of wisdom!

We have an exciting interview with Dr. Jack Vogle, the CEO and CFO of Alpha Architects. We talk about a concept that we chat about a lot internally with clients and peers, which is "Momentum Investing."

IN THIS EPISODE, YOU’LL LEARN:

📌What exactly is momentum investing, and how it works.

📌Why momentum investing differs from growth investing.

📌Why should a value investor include a momentum strategy in their portfolio.

📌Why investing is similar to poker in that the best players win over time.

Get yourself a drink 🍻 and settle in for an episode that will take you far beyond 🚀 your current level of investment knowledge.

One common misconception is that in order to retire ⏰ early, you must be naturally frugal and live this fairly miserable-sounding existence. That is not at all the case.

You don't have to give up your car and 🚲 bike, nor do you have to stop buying Starbucks and 🥑 avocado toast. You can live a seemingly normal life while saving and developing a solid financial plan to achieve a work-free lifestyle.

This episode of the Happy Hour Money 🎙 podcast is a must-listen for anyone considering retiring early.

So, grab a 🍻 drink and TUNE IN!