Host Brice Carter talks about money, investing, business and life success while having a cold one. Brice is a millennial and thought leader in personal finance. He is one of the youngest people in the country to ever earn the CFP(R) designation and is also a Certified Investment Management Analyst and Chartered Financial Consultant.
After two years and 85 episodes, this is the last episode of Prosperity By The Pint. I feel so blessed to of had this opportunity. So many listeners have reached out over the two years and that means a lot. My goal was to spread financial literacy and craft beer I feel that I accomplished that goal. The beverage of choice during this episode is Southern Tier Brewing Co., Lake Shore Fog, Hazy & Juicy IPA. Until next time. Cheers!
In this Episode, Brice discusses the role of celebrity financial experts and how you should listen with a grain of salt. We explore their past performance and how even the smartest market participants get it wrong. The beverage of choice during this episode is New Holland Brewing, Love Potion a blend of Passion Blaster, Rose Ale & Tangerine Space Machine, New England Style- IPA.
Rates have never been this low. Is that good or bad for your finances? In this episode, Brice chats about how to find out how this historical change in rates affects your financial future. The beverage of choice during this episode is New Holland Brewing Company, Tangerine Space Machine, New England-Style IPA.
It is well documented that index funds outperform their actively managed peers. In this episode, Brice dives into just how dramatic the difference is between index and active funds. Brice also discusses whether there is a valid counter-argument. The beverage of choice during this episode is New Holland Brewing, Passion Blaster, Rose Ale with Passion Fruit and Raspberry.
Socially responsible investing and ESG investing have grown in popularity in recent years. In this episode, Brice discusses if you can actually align your portfolio with your values and whether that is the best way to make an impact. The beverage of choice during this episode was New Belgium, Higher Plane, Hazy IPA.
February through May of 2020 represented unprecedented market volatility, fear, and economic bad news. But this also presented an amazing opportunity for investors. Hindsight shows us that the market has recovered dramatically since then. Was this a once in a lifetime opportunity, or will a patient investor have another opportunity to invest in a similar dramatic market recovery? The beverage of choice during this episode is Left Hand Brewing Co, Wheels Gose 'Round, Lemon Peel & Raspberry Gose. This beer benefits the National MS Society. To join Team Left Hand or donate to Bike MS visit, teamlefthand.com.
As a follow-up to last year's bitcoin episode, Brice talks in this episode about the evolving nature of cryptos and how you should look at them with regard to your personal financial plan. The beverage of choice in this week's episode is Odd Side Ales, Herby Pepper Hop, a pale ale with black peppercorns.
In this episode, Brice talks about organizing your personal finances for not only your benefit but for your family. Brice also discusses how you can get on the same page with your family to avoid devastating disagreements over money, stuff, and inheritances. This week's beverage of choice is Big Lake Brewing, Hazy Hiker, Hazy Double IPA.