Fleece Vests

Apr 11 2024 22 ep. 17 mins 3
Fleece Vests Podcast artwork

Hosts Daniel Yerger & Jessica Goedtel discuss the worst ideas in finance. 

Produced by MY Wealth Planners, a Registered Investment Adviser in Colorado, and Pavilion Financial Planning, a Registered Investment Adviser in Pennsylvania. 

You can find more information on our websites: 
https://www.mywealthplanners.com/ 
https://www.pavilionfp.com/ 

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Ep 21 - Infinite Banking

Apr 11 2024 8 mins  
Jess wants to bank on herself like the Rockefellers. Dan points out the Rockefellers never needed life insurance to buy whatever they wanted.

Ep 20 - Unregulated Financial Advice

Mar 28 2024 17 mins  
Jess asks if she should work with a financial coach. Dan points out that she knows more than them, and is actually liable for her advice.

Ep 19 - NFTs

Mar 14 2024 11 mins  
Jess asks if she should buy NFT art, and Dan points out that NFTs are worthless and it's an insult to art to call them art.

Ep 18 - Timeshares

Feb 15 2024 13 mins  
Dan asks if he should by a Timeshare, and Jess reminds him that spending money on the same vacation for the rest of your life is probably not a great idea.

Ep 17 - Real Estate is Easy Money

Feb 01 2024 14 mins  
Jess asks Dan if she should try out real estate as passive income. Dan explains there is no such thing as passive income in real estate.

Ep 16 - Renting is Throwing Money Away

Dec 21 2023 13 mins  
Dan and Jess address the age old myth that renting is throwing money away, and discuss all the assumptions that go into the myth.

Ep 15 - Safe Withdrawal Rates

Dec 07 2023 11 mins  
Dave Ramsey blows up over the idea that you can't withdraw 8% annually in retirement and Dan and Jess sort through the wreckage.

Ep 14 - Employee Retention Credit

Nov 23 2023 23 mins  
Jess asks our guest if the Employee Retention Credit really is free money. Spoilers: It's not.

Ep 13 - Dividend Investing

Nov 09 2023 13 mins  
Jess asks Dan if she should make money by investing in dividend stocks and Dan reminds her that she's fluent in taxes.

Ep 12 - Think and Grow Rich

Oct 26 2023 18 mins  
Dan wonders if thinking really is the key to becoming wealthy. Jess explains that it's far more profitable to just run a lifetime of grifts before and after writing a non-sensical best seller.Matt Novak's Writeup: https://gizmodo.com/the-untold-story-of-napoleon-hill-the-greatest-self-he-1789385645