🧪 The VIP Retirement Income Lab

🍒 Investment Lessons That Don't Lie or Cherry Pick

Feb 6, 202500:06:46Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On February 4th, 1789, George Washington was unanimously elected as the first President of the United States.The United States held its inaugural presidential election, culminating in the unanimous selection of George Washington by the Electoral College. The College, comprising 69 electors from ten of the thirteen states, cast their votes, with each elector allotted two votes. Washington appeared on all 69 ballots, reflecting his universal acclaim and the trust placed in him to lead the fledgling republic. John Adams secured the vice presidency, receiving 34 of the 69 votes cast. Notably, North Carolina and Rhode Island did not participate, as they had yet to ratify the Constitution, and New York abstained due to internal legislative conflicts. This historic election underscored the collective confidence in Washington's leadership and set foundational precedents for the nation's democratic processes. George Washington was a military leader, statesman, and Founding Father who played a pivotal role in the formation of the United States. As commander-in-chief of the Continental Army during the American Revolution (1775–1783), he led the colonies to victory against Britain. After the war, he presided over the Constitutional Convention in 1787 and was unanimously elected as the first U.S. president in 1789. Serving two terms (1789–1797), he established key government precedents, including the peaceful transfer of power. Declining a third term, he retired to Mount Vernon, leaving a legacy of leadership, integrity, and national unity. National unity? How quaint. Regardless, here are six lessons for the modern investor from the life and times of the first American President. ❄️“Winter is Coming” – The Valley Forge Strategy. Washington didn’t win battles by hoping for the best—he prepared for the worst. Just like he stockpiled resources to survive brutal winters, a smart investor builds an emergency fund and diversifies a portfolio after creating a master plan. If your portfolio is all high-risk stocks with no backup plan, you’re basically charging into battle without shoes. Good luck with that. 🍒“I Cannot Tell a Lie” – Beware of Investment Tall Tales. The cherry tree story might be fake, but Washington’s reputation for honesty was real. If an investment sounds too good to be true, it probably is. Ponzi schemes, meme stocks, and “sure thing” tips? That’s financial Benedict Arnold behavior. Remember that heavy consumers of television, the internet, and social media for investment “advice” make King George look sane. ⛵“Crossing the Delaware” – Take Calculated Risks, Not Blind Leaps. Washington’s surprise attack on Christmas night at Trenton in 1776 was bold—but it wasn’t reckless. He planned every detail. Modern investors should take risks, but smart ones—do your research, understand the odds, and don’t just YOLO (You Only Live Once) into the latest crypto craze.🚶‍♂️Two-Term Limit – Know When to Walk Away. Washington set the precedent for stepping down after two terms. Sometimes, the best financial move is knowing when to take your profits, cut losses, or simply not check your portfolio 50 times a day. Long-term planning and sound tactics beats constant micromanaging.💰“No Taxation Without Representation” – Fees Matter! Just like Washington wasn’t a fan of hidden taxes from King George, you shouldn’t ignore hidden fees from mutual funds, brokers, and advisors. A small percentage might not seem like much, but over time, high costs can eat your gains, like British troops raiding supplies. Make sure you get value out of your relationship with an advisor if you plan to make history together. 🇨🇭"Stay Neutral... Until You Can’t" – Don’t Chase Every Market Trend. Washington initially wanted the U.S. to stay out of foreign conflicts, much like an investor should avoid getting caught up in every market frenzy. But when action was necessary, he took it. The lesson? You don’t need to jump on every hot stock or crypto hype—stay steady, but when a real opportunity arises (after research, of course), be ready to make your move.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️! Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation 🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. 👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation #ModernInvestor #HistoryLessons #GeorgeWashington #FoundingFather #FinancialWisdom #Leadership #WealthLessons #InvestingThroughHistory #EconomicFoundations #MoneyMatters #PresidentialInsights #HistoricalFinance #WashingtonWisdom #InvestLikeAFounder #LegacyWealth #RevolutionaryInvesting #MoneyAndPower #EconomicHistory #FinancialFoundations #WealthThroughTime #PresidentialFinance #LessonsFromThePast #SmartInvesting #FoundingFinance #HistoryOfMoney #TimelessWisdom #like4like #followme #repost This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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🕺Don't Twist & Shout...About Your Investments

Jan 30, 202500:08:12Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On January 30th, 1969 The Beatles' perform their rooftop concert, their final public performance.The Beatles, formed in Liverpool in 1960, began as a skiffle band featuring John Lennon, Paul McCartney, George Harrison, and later, Ringo Starr. Their early performances in clubs like The Cavern and their formative years in Hamburg forged their dynamic sound. By the early 1960s, with manager Brian Epstein's guidance and producer George Martin's expertise, they evolved into global superstars. Hits like "I Want to Hold Your Hand" and albums such as A Hard Day’s Night and Rubber Soul showcased their innovative songwriting and growing sophistication. The Beatles revolutionized music with Sgt. Pepper's Lonely Hearts Club Band, widely considered one of the greatest albums of all time. Despite their success, cracks began to appear within the band. Epstein’s death in 1967 left a leadership void, and personal tensions grew during the recording of The White Album in 1968. In January 1969, seeking to return to their roots, they filmed the Let It Be documentary, culminating in their iconic rooftop concert. That show epitomized their unparalleled chemistry and hinted at their enduring legacy even as internal discord loomed. By 1970, amidst creative differences, financial disputes, and personal struggles, the Beatles disbanded, leaving behind a groundbreaking body of work that forever transformed popular music and culture.Here’s a set of eleven Beatles songs and their lessons for the modern investor.🎸1. "Can't Buy Me Love" – Money Can't Buy HappinessLesson: Financial success is critical, but true wealth includes relationships, well-being, and personal fulfillment. So diversify your investments not just in assets but in life—focus on financial goals, personal growth, and happiness. 🎸2. "Here Comes the Sun" – Stay Optimistic During Market DownturnsLesson: Markets, like the seasons, have cycles. But that doesn’t mean it's time for a breakup. So don’t hit the alarm button during every downturn, recovery is likely to follow. Maintain a long-term perspective and avoid panic selling during market slumps. The sun will rise again, and you’ll want to be ready for it. 🎸3. "Let It Be" – Patience is KeyLesson: Sometimes, the best action is no action. Avoid overreacting to market noise. Trust your investment strategy and follow it. Yes, tactical changes may be in order, but it shouldn’t be a knee-jerk reaction.🎸4. "With a Little Help From My Friends" – Seek GuidanceLesson: Collaboration and advice can improve your financial decisions, so consult financial advisors for different perspectives on investment strategies. Personally, I like to share information that I get in my research process and am happy to share. 🎸5. "The Long and Winding Road" – Investing is a JourneyLesson: Wealth-building is a marathon, not a sprint so plan accordingly and stay consistent, weather the challenges, and focus on your long-term financial goals despite short-term obstacles.🎸6. "Penny Lane" – Pay Attention to Small DetailsLesson: Small, consistent investments can lead to significant growth over time. So, practice disciplined savings and leverage the power of compounding—even pennies can grow into dollars.🎸7. "Yesterday" – Learn From the PastLesson: Let history be your guide. Historical market trends can teach valuable lessons about the future. Study past market behaviors to understand cycles, risks, and opportunities better. Remember, those who don't learn from history are doomed to repeat it. 🎸8. "Come Together" – Build a Balanced PortfolioLesson: A well-rounded investment strategy combines different outlooks on various assets. At Victory, I use several different consultants to give me information on stocks, bonds, options, and alternative investments. That way I get a variety of opinions and can make my decisions without being in an echo chamber.🎸9. "All You Need Is Love" – Align Money with ValuesLesson: Invest with an eye toward your legacy. Think about those you love and where you want them to be after you are gone. It might just change how you invest now.🎸10. "We Can Work It Out" – Adapt to ChangeLesson: Be flexible and adjust your financial tactics as your goals or the market changes. Yes, you need a plan and that plan should guide your actions. But flexibility is key to managing risk, especially when the entire nature of conservative investing changed after 2008 when interest rates went to zero. Guess what? That, too, has changed. Flexibility is key to staying on key with your investments. 🎸11. "Eight Days a Week" – Consistency MattersLesson: You have to put the work in. For better or worse, investing and financial planning are constants to stay ahead of a fast-moving world. Frequent updates are necessary as is consistent learning and development. Yes, this one goes to 11. I know…that was a quote from a very different band. But the numbers are the numbers.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️! Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation 🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. 👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation #Podcast #HistoryPodcast #InvestingPodcast #TheBeatles #BeatlesFans #StockMarket #FinancialFreedom #MusicHistory #WealthBuilding #MoneyMatters #JohnLennon #PaulMcCartney #GeorgeHarrison #RingoStarr #WallStreet #PassiveIncome #DividendInvesting #ClassicRock #RockLegends #EconomicHistory #TradingTips #BeatlesLove #StockMarketTips #InvestingForBeginners #MusicLegends #FinancialEducation #LongTermInvesting #HistoryBuff #MoneyTalks #RetirementPlanning #BeatlesMania #TradingStrategies #MarketTrends #HistoricalEvents #InvestmentStrategies #PersonalFinance #60sMusic #TheFabFour #Cryptocurrency #Entrepreneurship #MusicIndustry #WealthManagement #FinancePodcast #InvestSmart #ValueInvesting #HistoricalFigures #BeatlesHistory #BusinessSuccess #FinancialGrowth #PodcastLover #EconomicTrends #HistoryNerd #BeatlesForever #FinancialLiteracy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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📺 These Investment Lessons Will Not Be Televised

Jan 24, 202500:06:02Tap to summarize

On January 26, 1926, John Logie Baird demonstrated the first working television system in London. Taking place in his laboratory at 22 Frith Street, Soho, Baird’s demonstration marked the first time moving images were successfully transmitted and displayed in real-time. Baird's system was mechanical, based on the Nipkow disk, a spinning disk with a series of holes arranged in a spiral pattern. This disk scanned an image line by line, breaking it into light signals that could then be transmitted as electrical impulses. At the receiving end, another Nipkow disk reassembled the signals into a visible image. The system could produce a 30-line resolution image—rudimentary compared to modern standards but revolutionary at the time. The demonstration itself featured images of a ventriloquist's dummy named “Stooky Bill” and later, a live human face. These images were displayed on a small screen, flickering but recognizable, showing the potential of television technology. This event was a historic milestone as it proved that live visual broadcasts were possible. It showcased the feasibility of transmitting moving images over a distance, paving the way for the development of broadcast television. Baird's work demonstrated not only the technical possibility but also the potential for television to become a powerful medium for communication. While Baird’s mechanical system was eventually replaced by fully electronic systems developed by others like Vladimir Zworykin and Philo Farnsworth, his pioneering work laid the foundation for modern television. Which was all well and good, as far as it went, until another milestone in 1980– when television’s first 24 hour news channel was born. By fostering reactionary behavior, the 24-hour news cycle can negatively impact investors' ability to make thoughtful, informed, and disciplined decisions. Here are seven lessons for the modern investor on how Barid’s television technology has become problematic.* Information Overload: The constant news stream can overwhelm investors, making it challenging to filter out what is truly important versus irrelevant noise.* Emphasis on Sensationalism: To maintain viewership, 24-hour news often prioritizes dramatic or sensational stories, which may lead investors to make impulsive decisions based on fear or excitement rather than rational analysis.* Short-Term Focus: The news cycle tends to focus on immediate market movements and daily fluctuations, encouraging a short-term mindset that may conflict with long-term investment strategies.* Inaccurate or Incomplete Reporting: Breaking news can be rushed, leading to inaccuracies or incomplete details that may mislead investors.* Increased Volatility: Emotional reactions to constant updates can amplify market volatility as investors make rapid decisions based on incomplete or speculative information.* Promotes Herd Mentality: Continuous coverage of market trends can pressure investors to follow the crowd, potentially leading to poor timing and suboptimal investment choices.* Distraction from Fundamentals: The focus on breaking news can distract investors from analyzing the fundamentals of their investments, such as company performance or economic conditions. Whether your television signal is mechanical or electronic, knowing when to turn off the dummies is essential.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️!Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation#PodcastLife #TelevisionHistory #InventionOfTelevision #TVOrigins #HistoryPodcast #InvestingInInnovation #TechInvestments #HistoricalInventions #TelevisionPioneers #MediaEvolution #TechHistory #PodcastOnInnovation #TVTechnology #InvestingInHistory #BroadcastRevolution #TechTrailblazers #HistoryAndInvesting #InnovativeIdeas #BehindTheScreen #MediaInvestments This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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💡What Tesla Really Teaches Investors

Jan 17, 202500:07:21Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On January 7th, 1943, Nikola Tesla, inventor and engineer, died in New York City. Nikola Tesla (1856–1943) was a Serbian-American inventor, engineer, and futurist whose groundbreaking work laid the foundation for modern electrical systems and technologies. Born on July 10, 1856, in Smiljan (modern-day Croatia), his father was a Serbian Orthodox priest, and his mother was an inventor of household devices. From a young age, Tesla displayed extraordinary intellectual abilities and an interest in mechanics and physics. Tesla studied engineering at the Austrian Polytechnic in Graz and later attended the Charles-Ferdinand University in Prague. Although he didn’t complete his degree, his studies fueled his fascination with electricity. Tesla began his career working for the Continental Edison Company in Europe before moving to the United States in 1884 where he became known for work in areas such as Alternating Current (AC), Radio and Communication, Electric Motors and Transformers and envisioned wireless energy transmission.Tesla’s later life was marked by financial struggles and increasing eccentricity. He pursued ambitious projects, such as the Wardenclyffe Tower, intended for wireless energy transmission, but they failed due to lack of funding. Despite his contributions, Tesla died penniless in New York City. Tesla’s name is ubiquitous these days for reasons other than his history. And yet, the man himself has nine lessons to lend the modern investor. 1. Balance Vision with PracticalityTesla dreamed big but often failed to ground his ideas in the reality of his time. While it’s good to aim for strong returns, focus on practical investment strategies that align with your risk tolerance and retirement timeline. Avoid chasing overly ambitious or speculative investments without a clear plan.2. Partner with Reliable AdvisorsTesla thrived when he partnered with strategic backers but struggled when left to navigate finances alone. Work with trusted financial advisors or planners who align with your goals. A reliable advisor can help optimize your portfolio and navigate complex decisions.3. Protect Your Assets. Tesla neglected to protect his intellectual property, allowing competitors to profit from his ideas. Safeguard your investments through diversification, insurance, and estate planning. Protect your nest egg from unnecessary risks, fraud, or mismanagement.4. Diversify Your PortfolioTesla relied heavily on a few projects, leaving him financially vulnerable when they failed. Don’t put all your eggs in one basket. Spread your investments across several asset classes tactically to reduce overall risk and volatility.5. Be Cautious with ResourcesTesla spent recklessly on grand projects without securing stable funding, leading to financial collapse. Manage your savings carefully. Create a realistic budget for both your working years and retirement, and avoid depleting your funds on impulsive or high-risk ventures.6. Adapt to Changing ConditionsTesla’s resistance to adapt to market demands limited his opportunities for success.Be flexible with your investment strategy. As you age, gradually shift your portfolio from growth-focused investments and get on a “glidepath” into retirement. 7. Don’t Underestimate the Power of PlanningTesla’s lack of financial planning left him vulnerable to setbacks despite his genius. Start retirement planning early. Regularly review and adjust your plan as circumstances change.8. Prepare for UncertaintyTesla often relied on unpredictable funding, leaving him financially insecure. Build an emergency fund and ensure you have a financial cushion for unexpected healthcare expenses, market downturns, or other unforeseen events during retirement.9. Value Consistency Over Flashy ReturnsTesla’s projects were groundbreaking but lacked steady income streams, leading to instability. Focus on steady, reliable returns instead of speculative investments promising quick wealth. Consistent growth compounds over time to build a robust retirement fund.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️!Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation#InvestingTips #FinancialFreedom #HistoryPodcast #NikolaTesla #Innovators #WealthBuilding #LearnInvesting #TeslaLegacy #ElectricDreams #InvestmentJourney #HistoricalFigures #TechHistory #MoneyMatters #InnovationNation #PowerOfHistory #FinancialGrowth #TeslaInspiration #PodcastLife #MoneyAndHistory #VisionaryThinkers #tesla #tsla This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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🔥 The Arc of History Bends Toward Better Investing

Jan 10, 202500:05:26Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On January 6, 1412, Jehannette de Romee, later known as Joan of Arc, was born.Known as the "Maid of Orléans," Jehannette de Romee was a French peasant girl who became a French national heroine and saint. Born in Domrémy, Jehannette grew up with her tenant farmer father Jacques, mother Isabelle, and two brothers. There was not much historically noteworthy until the voices started at around twelve or thirteen. Initially, they urged her to be virtuous, live piously, and remain a devout Catholic. Jehannette believed the voices to be those of angels or Saints, and their direction became more specific and dangerous, culminating in military conquest and a fiery end. She claimed to have received later divine visions instructing her to support Charles VII and drive the English from France during the Hundred Years' War. At 17, she led French troops to a pivotal victory at Orléans, boosting French morale and paving the way for Charles's coronation. Captured by Burgundian forces, she was sold to the English, tried for heresy, and burned at the stake in 1431 at 19 years old. Her conviction was later annulled, and she was canonized as a saint by the Catholic Church in 1920.Here are four lessons from the life and fiery death of Joan of Arc:🔥Ignore the VoicesSome doctors believe that Joan of Arc had a seizure disorder, such as idiopathic partial epilepsy with auditory features or autosomal dominant lateral temporal epilepsy. Now, I don't know what that means, but it sounds bad. Literally and figuratively. For investors, the voices come from the unholy trinity of television, the Internet, and social media. And they are saying some really stupid stuff. Especially at the beginning of the year as pundits turn prognosticators and pretend that they can look inot the future with any degree of confidence. 🔥Leverage Support and Resources EffectivelyJoan rallied support from soldiers, nobles, and the French crown to achieve her goals. In investing, success often depends on leveraging the right resources—financial advisors, market research, and reliable tools. Building a network of support and utilizing available resources can enhance decision-making and outcomes. That is what I’ve done here at Victory Independent Planning, built a network to support financial, tax and retiement planning, investing, and risk management. And it’s worked out reasonably well- no fiery ends to speak of. 🔥Focus on the Bigger PictureJoan’s efforts aimed to secure France’s future, not just immediate victories. Investors should adopt a similar perspective, focusing on long-term wealth building rather than short-term gains. Patience and a clear vision of the end goal, as always, are critical.🔥Leave a LegacyJoan's impact extended beyond her lifetime, inspiring generations. In investing, think about creating a legacy—whether through wealth for your family, philanthropic efforts, or supporting causes you care about. Investments aren’t just financial; they can reflect your values and vision for the future.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️!Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation#Podcast #HistoryPodcast #InvestingPodcast #JoanOfArc #HistoryBuff #HistoricalFigures #MedievalHistory #LearnHistory #InvestingTips #FinancialFreedom #SmartInvesting #WealthBuilding #SaintJoan #HeroineOfHistory #MaidOfOrleans #PodcastLife #PodcastersUnite #Storytelling #KnowledgeIsPower This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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🇮🇱 October 7th And Expecting the Unexpected

Dec 23, 202401:09:14Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.In this episode, we talk with Doron Keidar is a speaker, a warrior, and an advocate for Israel. He is the host of the aptly named Doron Keidar Podcast and currently at work on the I AM ISRAEL project exploring the most special place on earth to him— the heart of Jerusalem... Mount Zion. He travels globally to advocate for Israel, sharing first-hand insights from his experience defending the Jewish state.Since 2003, Doron has served in a combat unit of the Israeli Defense Forces and has been in the IDF reserves since 2006. With nearly two decades of security sector experience, he has contributed to the development of military and law enforcement gear, leveraging his IDF background and collaboration with Israeli andAmerican security experts. Translation? He’s a badass.Doron also works with Cry For Zion, a movement supporting Jewish rights on the Temple Mount. Through historical, archaeological, and biblical evidence, he gives audiences a rich perspective on the past, present, and future of Jerusalem.Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it._________________________________________________________________________ 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. 👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-Patrick-Hueys-booking-Page/historylessonspodcast #HistoryLessonsPodcast #ModernInvestor #DoronKeidar #IAmIsrael #MountZion #JerusalemHeart #AdvocateForIsrael #IsraelDefense #JewishHeritage #GlobalAdvocate #PodcastEpisode #LearnFromHistory #IsraelInsights #financialinsights #JerusalemJourney #InvestInUnderstanding This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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👻 Investors Don't Need To Have the Dickens Scared Out of Them

Dec 18, 202400:06:30Tap to summarize

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On December 19, 1843, Charles Dickens' classic tale of the past, present, and future, A Christmas Carol, was first published.Dickens wrote A Christmas Carol in the autumn of 1843 during a time of financial stress and social concern. Deeply moved by the struggles of the poor and frustrated by the indifference of the wealthy, Dickens initially conceived the book as a social critique. He completed the novella in just six weeks, working feverishly to meet a December deadline. Determined to make the book affordable and accessible, Dickens funded its publication himself, insisting on a high-quality product with fine illustrations by John Leech. Released on December 19, 1843, the book was an immediate success, selling out its first printing of 6,000 copies within days. Despite its popularity, Dickens earned little from the early sales due to high production costs and copyright piracy in the United States. Nevertheless, A Christmas Carol became a cultural phenomenon, celebrated for its vivid storytelling and enduring message of compassion and redemption. Its success helped restore Dickens' finances and secured his reputation as one of England's greatest writers.When Charles Dickens penned A Christmas Carol in 1843, he probably didn’t expect it to double as a guide to financial wisdom. Yet, hidden among the ghosts and holiday cheer are profound lessons that can guide modern investors. 1. Beware of Hoarding Wealth. Scrooge, before his conversion, illustrates frugality gone wrong. He hoards his money, refusing to spend or share, and leads a joyless life. While saving is crucial, excessive hoarding can have emotionally and financially negative consequences. Money left idle loses value over time due to inflation. And money is usually meant to be spent once you reach retirement. Don’t let fear or greed drive your investing, savings, or income plans. You’ll only be forging the chains of a less-than-happy earthly existence. 2. Review and Reflect.When the Ghost of Christmas Past takes Scrooge on a journey through his earlier years, he’s forced to confront the choices that shaped his current circumstances. Similarly, investors benefit from reflecting on financial history. Reviewing past decisions—both successes and mistakes—can provide invaluable insights for future strategies. Regularly review your portfolio and financial goals. Learn from past missteps to make better choices for Christmases (and other Holidays) yet to come.3. Have a Clear Vision.The Ghost of Christmas Yet to Come presents Scrooge with a grim vision of his future if he continues on his current path. For investors, this is a reminder to consider the long-term consequences of their decisions. Short-term thinking, such as chasing quick profits or neglecting retirement planning, can lead to financial instability. Invest with a goal in mind. These should be tangible, written goals, not vague fly-by-night ideas.4. Give Strategically.By the end of the story, Scrooge embraces generosity, supporting those around him and fostering goodwill. As investors, there are a variety of strategies to benefit from if you are charitably inclined. Use them and do good, better! Beyond monetary returns, these investments can yield a sense of purpose and community impact. But you might as well enjoy the benefits of your generosity too. 5. Embrace Change.Scrooge’s transformation proves that it’s never too late to change. Many investors hesitate to adjust their tactics, even when faced with clear evidence that their approach isn’t working. Be open to revising and rewriting, which is required in any great written work.As the holiday season approaches, let Scrooge’s journey inspire you to reflect on your financial habits. Are your investments aligned with your values and goals? Are you preparing for the future while enjoying the present? Applying these lessons allows you to transform your financial life—without losing sleep in the middle of the night. Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️! Schedule an assessment now: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation 🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. 👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://freebusy.io/victoryindependentplanning-VIP-Booking/phone-consultation#AChristmasCarol #CharlesDickens #HolidayTraditions #ChristmasHistory #ClassicLiterature #HistoricalInsights #VictorianEra #CulturalHistory #LiteraryLegacy #TimelessStories #InvestInKnowledge #FinancialLessons #WealthOfWisdom #SmartInvesting #FinancialFreedom #HolidayVibes #SeasonalReads #LearnAndGrow #Storytelling #Inspiration This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

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All episodes

🍒 Investment Lessons That Don't Lie or Cherry Pick

🕺Don't Twist & Shout...About Your Investments

📺 These Investment Lessons Will Not Be Televised

💡What Tesla Really Teaches Investors

🔥 The Arc of History Bends Toward Better Investing

🇮🇱 October 7th And Expecting the Unexpected

👻 Investors Don't Need To Have the Dickens Scared Out of Them