The Investing for Beginners Podcast - Your Path to Financial Freedom
Episodes
Using AI for Stock Research: Tips + Prompts with Brian Feroldi
09 Oct 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast. In this episode, we are joined by Brian Feroldi from the Long-Term Mindset to explore how AI can enhan...
AAR18 - Having a Budgeting Breakthrough with Kathy Tomes
07 Oct 2025
Contributed by Lukas
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying On this episode of 'At Any Rate,' host Evan Raidt ...
The Stocks Behind Everyday Life (Part 2)
06 Oct 2025
Contributed by Lukas
In this episode of the Investing for Beginners Podcast, Dave and Andrew continue their discussion on finding investment ideas from everyday life. They...
The Most Exciting Change to Our Business Yet
02 Oct 2025
Contributed by Lukas
In this episode, Andrew and Dave announce a major change for their business, as Dave takes over as the new portfolio manager for Value Spotlight. The ...
AAR17 - Our Home Buying Experience
30 Sep 2025
Contributed by Lukas
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying In this episode, Evan Raidt and Andrew Sather dive ...
Falling Knives & Hidden Gems: What Adobe Teaches About Risky Stocks
29 Sep 2025
Contributed by Lukas
Welcome to another episode of the Investing for Beginners podcast! In today's Q&A session, Dave and Andrew tackle three listener questions that span a...
Unlocking Investment Strategies with Daniel and Shawn from the Intrinsic Value Podcast
25 Sep 2025
Contributed by Lukas
Welcome to another episode of the Investing for Beginners podcast! In this engaging discussion, we welcome back Daniel and Shawn from the Intrinsic Va...
AAR16 - How to Avoid the Hype
23 Sep 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt is joined by financial expert Dave Ahern to discuss the hype and overconfidence prevalent in the sto...
The TikTok Effect: 4 Social Media Stocks to Watch Right Now
22 Sep 2025
Contributed by Lukas
In this episode, Dave and Andrew delve into the recent news surrounding TikTok's influence on social media stocks. They discuss the potential impact o...
The Stocks Behind Everyday Life
18 Sep 2025
Contributed by Lukas
In this episode, Andrew and Dave discuss stocks that listeners encounter in their everyday lives. Starting from morning routines involving Keurig coff...
AAR15 - Avoiding Financial Biases with John De Goey
16 Sep 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt is joined by John De Goey, author of 'Bull Shift,' host of 'Make Better Wealth Decisions Podcast,' a...
Microcap Mastery: Exploring Tiny Titans with Pieter from Compounding Quality
15 Sep 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Pieter from Compounding Quality to discuss his new venture, Tiny...
Mastering Earnings Calls and Reports: Essential Tips for Beginners
11 Sep 2025
Contributed by Lukas
In this episode of the 'Investing for Beginners' podcast, Andrew and Dave dive deep into the world of earnings calls and reports. They cover the basic...
AAR14 - Stock Downturns w/ Passive Investing - How You Are Affected
09 Sep 2025
Contributed by Lukas
In this podcast episode, Evan Raidt and Andrew Sather discuss how to handle downturns in the stock market. They explore the natural cycles of the ma...
The Rookie’s Guide to Crypto: Why Blockchain Matters with Kyle Reidhead
08 Sep 2025
Contributed by Lukas
In this episode, Dave and Andrew welcome Kyle from Milk Road to discuss various aspects of cryptocurrency, blockchain technology, and stablecoins. Kyl...
Where Investors Fail Most Often
04 Sep 2025
Contributed by Lukas
In this episode, Andrew and Dave delve into the world of behavioral finance by analyzing Charlie Munger's famous speech, 'The Psychology of Human Misj...
AAR13 - Discipline: The Investing Key with Brian Montes
02 Sep 2025
Contributed by Lukas
In this episode, host Evan Raidt welcomes special guest Brian Montez, a swing trade educator and host of the 'Learn to Swing Trade the Stock Market' p...
Essential Metrics for Analyzing Stocks: A Beginner's Guide
01 Sep 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave delve into the essential metrics used for analyzing companies, including...
32 Years of Winning Grandly in the Stock Market with David Gardner
28 Aug 2025
Contributed by Lukas
In this episode, Andrew interviews David Gardner, co-founder and chief rule breaker at The Motley Fool. David shares the origin story of The Motley Fo...
AAR12 - Diversifying Outside of Stocks
26 Aug 2025
Contributed by Lukas
In this episode, host Evan Raidt and guest Andrew Sather, Resident Investing Mastermind, discuss the importance of sustainable financial changes throu...
Position Sizing for Beginners; Selling -50% Losers
25 Aug 2025
Contributed by Lukas
In this episode, Andrew and Dave delve into listener questions focusing on position sizing and portfolio management. They discuss the merits of tracki...
Remitly vs Wise: The Remittance Battle
21 Aug 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, Brett Schafer joins the discussion once again to compare Remitly and Wise, two leading compani...
AAR11 - Monthly Financial Check-Ins
19 Aug 2025
Contributed by Lukas
In this episode, Evan Raidt introduces Dave Ahern, a former bank manager turned investing mastermind, to discuss the importance and benefits of month...
Investing Insights with Carl Richards: Simplifying Your Approach to Financial Success
18 Aug 2025
Contributed by Lukas
In this episode of Investing for Beginners, hosts Dave and Andrew welcome Carl Richards, a certified financial planner and author, to discuss his upco...
Financials Demystified: Earnings and EPS (w/ Real-Life Examples)
14 Aug 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast, where we delve into the essential concepts of earnings, earnings per share (EPS), and how they influen...
AAR10 - Financial Goals for Beginners
12 Aug 2025
Contributed by Lukas
In this episode of 'At Any Rate,' Evan Raidt hosts Andrew Sather, who shares his journey from financial beginner to expert. They discuss the importa...
The Tough Question of Good Portfolio Construction and Management
11 Aug 2025
Contributed by Lukas
In this episode, Dave and Andrew answer a listener's detailed questions on portfolio construction and management. They discuss portfolio structuring, ...
Investing Insights: Microsoft & Watsco Earnings Analysis with Fiscal AI
07 Aug 2025
Contributed by Lukas
Join Andrew and Dave on the Investing for Beginners podcast as they dive into the latest earnings reports of Microsoft and Watsco using Fiscal AI. The...
AAR09 - Financial Literacy in Childhood
05 Aug 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt is joined by guest Dave Ahern to discuss the importance of early financial education and its long-te...
The Hidden Power of Capital Allocation (And Why Order Matters)
04 Aug 2025
Contributed by Lukas
In this episode of the Investing for Beginners Podcast, Dave and Brian Feroldi from Long-Term Mindset dive deep into the importance of capital allocat...
What Quotes from Warren Buffett Reveal About How He Thinks As an Investor
31 Jul 2025
Contributed by Lukas
In this episode of the podcast, Dave and Andrew delve into some of Warren Buffett's most insightful quotes. Using a collection prepared by John Rotont...
AAR08 - How Anyone Can Grow Their Wealth
29 Jul 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt, along with guest Andrew Sather, discuss how to make sustainable financial changes with minimal effo...
A Deep Dive into Nintendo's Business Model and Future
28 Jul 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast! In this episode, join us as we interview Brett, a knowledgeable Nintendo shareholder, about the iconic...
The Wealth Ladder: Proven Financial Strategies with Nick Maggiulli
24 Jul 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, our special guest, Nick Maggiulli, COO of Ritholtz Wealth Management, dives deep into financia...
AAR07 - Building a Successful, Sustainable Side Gig with Tyler Nash
22 Jul 2025
Contributed by Lukas
In this episode, Evan Raidt discusses making sustainable financial changes with guest Tyler Nash, a teacher from Liberty, Missouri, who shares his jou...
Back to the Basics: Core Principles
21 Jul 2025
Contributed by Lukas
In this episode, Dave and Andrew return to fundamental investing principles, emphasizing the importance of refreshing oneself on the basics. They de...
Understanding Moats, Intangibles, and Brands
17 Jul 2025
Contributed by Lukas
In this episode of the 'Investing for Beginners Podcast,' Dave and Brett Schafer from Chitchat Stocks discuss the significance of moats, intangibles, ...
AAR06 - Emergency Funds 101
15 Jul 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt and guest Andrew Sather discuss the often overlooked but crucial topic of emergency funds in persona...
Financials Demystified: Operating Expenses and Company Growth
14 Jul 2025
Contributed by Lukas
In this episode, Andrew and Dave revisit the financials of businesses, focusing on operating margins and operating expenses. They explain what operati...
Understanding Switching Costs: A Key Competitive Advantage
10 Jul 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast! In this episode, Brett from Chitchat Stocks joins us to dive deep into the concept of switching costs ...
AAR05 - What Kind of Investing is Right for You?
08 Jul 2025
Contributed by Lukas
In this episode, host Evan Raidt and guest Dave Ahern explore various investment strategies and accounts to help individuals select the best options s...
Retailing is a Tough Business (Industry KPIs to Follow)
07 Jul 2025
Contributed by Lukas
In this episode, the focus is on the retail industry and its investment challenges. Dave and Andrew discuss the recent earnings reports for Dick's Spo...
Q&A: Getting Started from Ground Zero; Is there value in the Mag 7?
03 Jul 2025
Contributed by Lukas
In this episode, Dave and Andrew answer listener questions covering essential steps after opening a brokerage account, actions and due diligence befor...
AAR04 - 5 Steps to Start Investing NOW!
02 Jul 2025
Contributed by Lukas
In this episode of our personal finance series, host Evan Raidt is joined by Andrew Sather to discuss actionable steps for beginners looking to start ...
Quality Investing with Pieter from Compounding Quality
30 Jun 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast! In this episode, we are joined by Pieter from Compounding Quality for the third time. Pieter shares hi...
2 of the 5 Key Habits for Successful Stock Picking
26 Jun 2025
Contributed by Lukas
In this episode, Dave and Andrew explore essential habits for mastering the investment process, focusing on the critical aspects of managing risks and...
AAR03 - Tips to Balance Your Budget
24 Jun 2025
Contributed by Lukas
In this episode of At Any Rate, the focus is on making sustainable financial changes through budgeting. Host Evan Raidt and guest Dave Ahern discuss t...
Mastering Network Effects: Key to Long-Term Investment Succes
23 Jun 2025
Contributed by Lukas
Join the Investing for Beginners Podcast discussing network effects with special guest Brett Schafer. Listen as they explore the concept of moats wit...
Back to Basics: Why You Should Buy Stocks
19 Jun 2025
Contributed by Lukas
Welcome to Investing for Beginners Podcast. In this episode, we dive into the basics of investing in stocks and why it's considered one of the best wa...
AAR02 - Do I Need A Financial Advisor
17 Jun 2025
Contributed by Lukas
In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the...
Financials Demystified: Gross Margins
16 Jun 2025
Contributed by Lukas
In this episode, Dave and Andrew introduce a 12-month series focused on breaking down financial statements. This month, they concentrate on gross marg...
Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski
12 Jun 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'T...
AAR01 - How to Use Automation to Build Your Wealth
10 Jun 2025
Contributed by Lukas
In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. The...
Q&A: Screening for Red Flags; Watchlist and Industry Map Building
09 Jun 2025
Contributed by Lukas
In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics i...
Life as a Buy Side Investor with Dan Boston
05 Jun 2025
Contributed by Lukas
In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a...
AAR00 - Welcome to At Any Rate. Let's Get to Know Each Other
03 Jun 2025
Contributed by Lukas
In this episode, hosts Andrew and Evan Raidt announce the launch of a new weekly segment called 'At Any Rate.' This new show will focus on beginner-fr...
Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty
02 Jun 2025
Contributed by Lukas
In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positio...
American Express: A Deep Dive into Its Business Model and Moat
29 May 2025
Contributed by Lukas
In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive adv...
Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
26 May 2025
Contributed by Lukas
In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, includ...
Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption
22 May 2025
Contributed by Lukas
In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underpe...
The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy
19 May 2025
Contributed by Lukas
Join us as we explore the overlooked world of microcap investing with Whit Hughley of River Oaks Capital. Discover how finding A+ CEOs in obscure, fra...
Q&A: Selling During Volatility and Visualizing Net Working Capital
15 May 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave tackle four intriguing listener questions gathered from various sources....
International Investing 101: ADRs, Foreign Markets, and Building Global Wealth
12 May 2025
Contributed by Lukas
International investing offers portfolio diversification beyond your home market, especially valuable during US market downturns like in 2025. While i...
Adobe: The Best Ideas are the Simplest
08 May 2025
Contributed by Lukas
In this episode, we break down the viability of Adobe as a stock investment. We discuss the challenges of evaluating Adobe, which operates as "a categ...
Secrets to Sourcing Investment Ideas
05 May 2025
Contributed by Lukas
In this episode of Investing for Beginners, Brett Schafer from Chitchat Stocks shares actionable strategies for sourcing investment ideas. From levera...
How We'd Handle Our First 30 Days as an Investor
01 May 2025
Contributed by Lukas
In this episode, Dave and Andrew answer listener questions on investment strategies, specifically discussing the benefits of using ISA and GIA account...
Inside the Mind of a Tech CFO: Lessons from CJ Gustafson
28 Apr 2025
Contributed by Lukas
CJ Gustafson, tech CFO and author of Mostly Metrics, joins the show to reveal what a CFO really does, how SaaS models work, the art of raising capital...
Q&A: Exit Strategies, FDVV ETF, Using AI for Stock Analysis
24 Apr 2025
Contributed by Lukas
In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit s...
Why Amazon's P/E Ratio is Misleading and the Right Way to Value Them
21 Apr 2025
Contributed by Lukas
Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuati...
The Truth About Target Date Funds: Joe Saul-Sehy of Stacking Benjamin's Take
17 Apr 2025
Contributed by Lukas
Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Lear...
Comparing the Biggest Retailers: Costco vs Amazon vs Walmart
14 Apr 2025
Contributed by Lukas
In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these compani...
Analyzing Software Stocks Amid the Market Turmoil w/ Finchat's CEO
10 Apr 2025
Contributed by Lukas
In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investmen...
Investor Profile: Warren Buffett's Impact on Our Life and Investing
07 Apr 2025
Contributed by Lukas
In this episode, Dave and Andrew dive deep into the life and strategies of Warren Buffett, one of the most renowned investors of all time. The discuss...
10 of the Best CEOs in the Stock Market Today
03 Apr 2025
Contributed by Lukas
In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capit...
Q&A: Buying Big, Struggling Companies; Adding to Losers
31 Mar 2025
Contributed by Lukas
In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents...
The Myriad of Opportunities in Infrastructure with John Rotonti
27 Mar 2025
Contributed by Lukas
In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach ...
Stock Therapy: How many stocks is too many?
24 Mar 2025
Contributed by Lukas
In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assume...
The History of NVIDIA and Latest in AI w/ Eric Bleeker from the AI Investor Podcast
20 Mar 2025
Contributed by Lukas
In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial ...
Where Do We Start When Analyzing an Income Statement?
17 Mar 2025
Contributed by Lukas
In this episode, hosts Andrew and Dave break down how to analyze an income statement using Nike as an example. They discuss the importance of financia...
Expanding Your Competence Like Buffett (w/ Alex Morris from TSOH)
13 Mar 2025
Contributed by Lukas
In this episode, Dave and Andrew feature Alex Morris, founder and analyst at TSOH Investment Research and author of 'Buffett and Munger Unscripted.' A...
Is Zyn the Next "To The Moon" Investment?
10 Mar 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco ...
What You Don't Understand About Cyclical Compounding w/ Leandro from Best Anchor Stocks
06 Mar 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest. Leandro discusse...
Q&A: Does Value Work Today and Dividends or Buybacks?
03 Mar 2025
Contributed by Lukas
In this episode, the hosts of the 'Investing for Beginners' podcast tackle complex listener questions about the advantages of share buybacks for divid...
12 Things I Wish I Knew When I First Started Investing
27 Feb 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave share the top 12 lessons they wish they knew when they first started inv...
Investor Profile: How Charlie Munger Helped Us Think Better
24 Feb 2025
Contributed by Lukas
In this episode of the 'Investing for Beginners' podcast, the hosts profile the life and career of renowned investor Charlie Munger, who had a signifi...
4 Easy Ways to Value a Stock
20 Feb 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, the hosts delve into four primary methods to value a stock: Price to Earnings (P/E) ratio, Pri...
Why is the SEC Letting Companies Get Away with This?
17 Feb 2025
Contributed by Lukas
Wall Street incentives are all jacked up, and after 25 years of experience poring through countless financial statements, David Trainer has an easy an...
How Value Investing Works: The "Last Puff"
13 Feb 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, Andrew and Dave address a thought-provoking question from Reddit about value investing and dis...
Bird's Eye View of Uber Technologies (UBER): Companies Reaching Profitability
10 Feb 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, the hosts provide a comprehensive look at Uber Technologies as an investment opportunity. The ...
Spotting Potential Red Flags with the Cash Conversion Cycle
06 Feb 2025
Contributed by Lukas
In this episode of the Investing for Beginners podcast, the hosts delve into the intricacies of the cash conversion cycle (CCC), an important metric f...
Finding Safe Compounding Dividends with TJ Terwilliger
03 Feb 2025
Contributed by Lukas
Join us for an insightful discussion with TJ Terwilliger from Compounding Dividends, as we dive deep into dividend investing strategies. Learn why sma...
IFB381: What to Look For When You First Discover a Company To Invest In
30 Jan 2025
Contributed by Lukas
Join us for an in-depth analysis of Union Pacific Corporation, one of America's largest railroad companies. We'll examine their financial performance,...
The Timeless Cornerstones of Investing in the Stock Market
27 Jan 2025
Contributed by Lukas
Dive into the foundational principles of value investing as taught by legendary investors Warren Buffett and Benjamin Graham. This episode explores th...
IFB379: Investment Diversification Strategy - The 4-Quarter Portfolio Approach
23 Jan 2025
Contributed by Lukas
Discover the secrets of successful portfolio management as we dive deep into sector concentration, diversification strategies, and risk management. Wh...
IFB378: Expanding Your Circle of Competence - A Beginner's Guide
20 Jan 2025
Contributed by Lukas
Join Andrew and Dave in this insightful episode as they explore the art of expanding your circle of competence. Discover practical methods to master n...
IFB377: Restaurant Stocks: What 9 Years as an Owner/GM Taught Me About the Industry
16 Jan 2025
Contributed by Lukas
Join us for an insider's look at restaurant industry investing with our expert who brings years of hands-on experience from dishwasher to management. ...
IFB376: Our Thoughts on SMCI, Position Sizing Based on Risk
13 Jan 2025
Contributed by Lukas
Join investing experts Andrew and Dave as they dive deep into portfolio management strategies, risk assessment, and identifying companies worth holdin...
IFB375: Missed NVIDIA or Netflix? Why FOMO Isn’t Always Bad
09 Jan 2025
Contributed by Lukas
In this episode of the Investing for Beginners Podcast, we dive into the emotional side of investing—FOMO (Fear of Missing Out). From missing NVIDIA...
IFB374: Understanding Sum of Parts Valuation - Breaking Down Complex Companies
06 Jan 2025
Contributed by Lukas
Join us for an insightful discussion on advanced investment strategies, featuring expert analysis of Peter Lynch's Sum of Parts valuation method, port...
IFB373: Stock Market Myths Debunked - It’s Not Just a Casino
02 Jan 2025
Contributed by Lukas
Welcome to the Investing for Beginners podcast! In this episode, we dive into the history of the stock market, exploring key events, timeless lessons,...