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Can't Take It With You

#33: A Holistic Approach to Systematic Value

Aug 18, 2023

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover:

Avantis' founding and why Phil personally embarked on a new career journey
Defining Systematic...

#32: Winning the Credit Card Game

Aug 4, 2023

Kevin goes deep into the topic of credit cards with colleague, John Toungate, a self-taught expert with plenty of real life examples to share.

How credit cards impact credit scores
Strategies to improve credit scores using credit cards
Using the 'soft benefits' of credit cards
Strategies to maximize cash...