#BLUFFbooks Podcast

Sep 17 2024 25 ep. 27 mins 1

#BLUFFbooks Podcast artwork

Welcome to #BLUFFbooks 📚💵🧗‍♀️ -- The podcast 🎤where we summarize & discuss new & classic books on the topic of personal finance. 💹

I’m your host, Ian J. Gates: a Spanish/English teacher, 👨🏻‍🏫 *turned* Army Intel Officer🫡🕵️‍, *turned* Aspiring Financial Advisor. 👨🏻‍💼🕊️

Bottom Line Up Front (“BLUF”) is a military acronym 🪖stating the expectation that one will present the most ⚠️📊important info:

1) At the very start 🎬
-&-
2) In the clearest manner🪞possible.

Likewise, this is a forum 🏛️🎤for kindred spirits 👯‍♀️to distill & present ⚗️:

Big Ideas 🧠💡
from Good Books ✍🏽📚
for Responsible Citizens👨🏾‍💼👩‍🏭
seeking Financial Freedom. 💵🏡💪🕊️👨‍👩‍👦‍👦

——
#BLUFFbooks Rules:👩🏾‍⚖️

Cite sources. 📗
Be brief. ⏱️
Treat others with dignity & respect. 🧐🤝
Use humor. 🤭
Promote personal freedom. 🗽
Don’t bury the lead 😉

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Ep25 - "Trillions" by Robin Wigglesworth w/ guest Paul Barry

Sep 17 2024 31 mins

#BLUFFbooks 📚 — “Trillions” (p. 2021) by Robin Wigglesworth: Subtitle: "How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever" Big Ideas Below: ⬇️ 💡1. Tell Me What You Quant… (Bill Sharpe, Wells Fargo & the origin of index investing for institutional clients). 🧮 📈 🏦 💡2. Bogle Me This… (Jack Bogle, Jack Brenn

Ep24 - "A Financial Declaration of Independence" by Josh Gilliam, CKA

Aug 22 2024 31 mins

#BLUFFbooks 📚 — "A Financial Declaration of Financial Independence" (p. 2008) by Josh Gilliam, CKA Subtitle: "Life, Liberty, and the Pursuit of Holiness" Big Ideas Below: ⬇️ 💡1. I Volunteer as Tribute! (We let shopping malls extort us worse than the British ever did). 💳👑 What is the "crown" of popular culture? 💡2. Chasing the Dragon (We crave ever-greater

Ep23 - "Financially Irresponsible" by Rahkim Sabree, AFC

Aug 09 2024 32 mins

#BLUFFbooks 📚 — “Financially Irresponsible" (p. 2019) by Rahkim Sabree, AFC Big Ideas Below: ⬇️ 💡1. You Are What You Think (The cancer of a victim mindset). 💡2. “A Powerful Jedi You Seek, Hmm?”(Finding and paying wise mentors) 💡3. Paycheck to Paycheck? (Beware of lifestyle creep). 💡4. Your Credit = Your “Baseball Card” (Work on your financial

Ep22 - "Nudge" by Thaler & Sunstein, w/ Andi Wrenn, AFC

Jun 29 2024 28 mins

#BLUFFbooks 📚 — “Nudge: The Final Edition:” (p. 2021) by Richard Thaler & Cass Sunstein Subtitle: "Improving Decisions About Health, Wealth, & Happiness." Big Ideas Below: ⬇️ 💡1. Homo Economicus?: Humans are not purely rational creatures - we're all highly influenced by our (very uncertain) personal environments. 💡2. Think Fast! - We rely on cognitive

Ep21 - "The Art of the Sabbatical" by Cady North, CFP & MBA

Jun 19 2024 23 mins

#BLUFFbooks 📚 — “The Art of the Sabbatical:” (p. 2024) by Cady North, CFP & MBA Subtitle: "A Money and Mindset Guide for Your Next Work Break." 💡Big Ideas Below: ⬇️ 🧠 1) Sabbath Rest: An ancient idea for a timeless human need. 🧠 2) Your are not your job: resetting boundaries & reevaluating goals. 🧠 3) Packing Your Bags & Burning The

Ep20 - "Thank God for Bitcoin" by Derek Waltchack w/ guest Evan Frazier, AAMS

Jun 10 2024 30 mins

#BLUFFbooks 📚 — “Thank God For Bitcoin” (p. 2020) by Derek Waltchack, Gabe Higgins & Jimmy Song, el al. Subtitle: "The Creation, Corruption and Redemption of Money." 💡Big Ideas Below: ⬇️ 🧠1) What IS Money? (A store of value, medium of exchange, divisible, recognizable, scarce, etc). 🧠2) No Inflation Without Representation? (How governments debase t

Ep19 - "A Random Walk Down Wall Street" by Burton Malkiel w/ guest John Gilmore, MBA

May 25 2024 26 mins

#BLUFFbooks 📚 — “A Random Walk Down Wall Street” (p. 1973, 4th edition in 2016) by Burton Malkiel, PhD Subtitle: "The Time-Tested Strategy for Personal Investing.” 💡Big Ideas Below: ⬇️ 🧠1) "Castles in the Air" -- Do we rely on fundamental analysis or technical analysis (AKA "charting") in order to pick stocks? The famous "Keynesian beauty contest" thought

Ep18 - "Misbehaving" by Richard Thaler (p. 2015) w/ guest Todd Stankiewicz, CFP & ABFP

Apr 20 2024 31 mins

#BLUFFbooks 📚 — "Misbehaving" by Richard Thaler, PhD (p. 2015) Subtitle: "The Making of Behavioral Economics" 📊🤑 💡Big Ideas Below: ⬇️ 🧠 1. Humans vs. Econs (Normal people usually don’t make the most rational choice). 🧠 2. Sunk Costs (Even academics doggedly cling to the things & theories they’ve invested in). 🧠 3. What a Ripoff!! (Fairness, Ut

Ep17 - "The Index Card" by Olen & Pollack (p. 2016) w/ guest Dr. Ohan Kayikchyan, CFP

Apr 15 2024 30 mins

#BLUFFbooks 📚 — "The Index Card" by Helaine Olen & Harold Pollack (p. 2016) Subtitle: Why Personal Finance Doesn't Have to Be Complicated 💡Big Ideas Below: ⬇️ 📇 1. Avoid Unforced Errors - Just do the basics (401k match, index investing, not shopping, etc). 📇 2. Life Comes At You Fast - Don't kid yourself, you or any member of your household can become old or

Ep16 - "The Financial Empowerment Handbook" (p. 2023) by David Gatchell, Entrepreneur

Apr 05 2024 31 mins

#BLUFFbooks 📚 — "The Financial Empowerment Handbook" by David Gatchell (p. 2013) 💡Big Ideas Below: ⬇️ Subtitle: “The Comprehensive Guide to Financial Literacy and Personal Prosperity." Big Ideas: 💡1. Nobody Can Care About Your Education (more than you do). 💡2. Borrow = Sorrow? (Navigating the minefield of personal credit). 💡3. Shop Before You Drop (Your ca