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.
In the last installment of the entrepreneurial journey series, Brice and Mark focus on passing pinnacle success. The topics discussed include how to push past what others perceive as pinnacle success and how to work with the next generation in a family business. The beverage of choice in this episode is Grand Armory Brewing, Bourbon Barrel Aged, Sap On Tap.
In this episode, Brice and Mark continue their discussion on the entrepreneurial journey. The topic shifts from the struggles of the early years to the challenges that come with success and growth. The beverage of choice during this episode is Unity Vibration, Bourbon Peach Kombucha Beer.
In this episode, Brice sits down with his father and successful entrepreneur, Mark Carter. The discussion focuses on the trials and tribulations business owners face in the early years. Mark shares his story and advice on "taking the leap". The beverage of choice in this episode is Old Nation Brewing, Vienna Style Lager.
In this episode, Brice revisits the financial mistakes he made as a younger adult and provides insight into the advice he would give himself. The beverage of choice in this episode is Odd Side Ales, Grand River Nut Brown, English Style Brown Ale.
In this episode, Brice goes over recent trends causing retail investors to take exorbitant risks with their investments. We discuss time-tested strategies and compare them to gambling and speculative investing. The beverage of choice in this episode is Odd Side Ales, Realignment, a light wheat beer with raspberries added.
In this episode, Brice discusses the delicate balance between your preferred political candidates and how their policies might impact your portfolio. The beverage of choice in this episode is Odd Side Ales, Fussy IPA.
In this episode, Brice and special guest, his wife, Cori decided to order no goods from Amazon for the month of August. They share in this episode how that impacted their views on personal spending and budgeting. The beverage of choice in this episode is Oddside Ales, Strawberry Banana Fruitsicle.
With the death of pensions, this old insurance product has gained in popularity and has experienced a resurgence. In this episode learn how this product works and what to watch out for if you are being proposed this product. The beverage of choice in this episode is Aviator Brewing Company, Gigablast, New England IPA.