Episodes
Tuesday Feb 06, 2024
Roadmap to Fueling Your Best Life | Ep 87
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
A living well focus on this week’s podcast leads me to a great interview with Paris Heinen. If you’ve struggled to make lasting changes, Paris Heinen gets it. After regaining lost weight herself, she shifted her approach and dropped 65 pounds. Best part? She’s kept it off for 24+ years.
Now Paris distills decades of wisdom into bite-sized nuggets. Get simple tracking tips to decode habits. Discover her “Power of 13” formula for sustainable change. Pick up thoughts on handling kids’ nutrition, balancing boundaries, and more.
Paris delivers an empowering dose of “you’ve got this” in this passionate chat. Let her practical inspiration propel your own progress, not perfection. Hit play now for achievable motivation from someone who has walked the walk.
Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-... 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet
Thursday Jan 11, 2024
Monte Carlo Simulations and Financial Planning | Ep 86
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Podcast Mentions:
FREE Portfolio Review, www.wealthnetinvest.com
Wealth Beyond Numbers, www.lblmedia.net/workshop
Welcome to the Market Call Show!
This latest episode of the Market Call Show explains the best way to use Monte Carlo simulation, model different scenarios and make decisions with greater wisdom. The key is constructing the right asset blend, with stability, growth potential, and tax efficiency. This episode has insights on how to find your own "Moneyball" retirement strategy.
In this week's episode, host Louis Llanes discusses:
- Why financial security & peace of mind are most people's biggest investment goals
- How Monte Carlo simulation is used to model investment plans, and its pros and cons
- Limitations of Monte Carlo: Doesn't fully capture complex cash flows, equal failures
- Disconnect between Monte Carlo projections & client definitions of success
- Having portfolio "players" with different roles: stability, growth, liquidity
Social Media Links:
Twitter: /LouisLlanes
Linkedin: /LouisLlanes
Facebook: /MarketCallShow or/WealthnetInvestments
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit www.pathtorealwealth.com
Schedule a call and free portfolio review www.wealthnetinvestments.com
1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey – Click here
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. – Click here
You can also get a personalize signed hard cover copy – Click here
3. Work with me one-on-one
If you would like to talk about planning and investing for your future. – Click here
Thursday Dec 21, 2023
Use ”Mr. Market” to Your Advantage | Ep 85
Thursday Dec 21, 2023
Thursday Dec 21, 2023
Welcome back to another episode of The Market Call Show! I'm Louis Llanes, and I'm excited to share some valuable insights with you today. In this episode, we'll be diving into the dynamic world of market fluctuations, economic implications, and uncovering key principles from one of the greatest investment minds, Benjamin Graham. I recently heard a fascinating strategist call with industry experts, including Schwab's Liz Ann Sonders and fixed income analyst Kathy Jones. We'll dissect the discussions on political uncertainties, economic indicators, and the potential impact on investors.
But that's not all – we'll also explore the concept of a compass in investing. Think of it as your north star, guiding you through the complexities of today's financial landscape. How can you steer clear of poor decisions in times of uncertainty? I'll draw on timeless principles from Graham and Warren Buffett, discussing the importance of margin of safety, diversification, and separating speculation from sound investment.
Stay tuned for a thought-provoking episode that aims to empower you with knowledge and strategies for navigating the markets. Let's jump right in!
Thursday Aug 24, 2023
Navigating Uncertainty | Ep 82
Thursday Aug 24, 2023
Thursday Aug 24, 2023
In this episode, Louis talks about the conflicting emotions surrounding current investment landscapes. With the economy appearing uncertain and news causing unease, we explore the principles of stability through two renowned investment books: "The Intelligent Investor" and "The Rule." Join us as we dive into Louis' concepts of quality, valuation, and sentiment, and examine how these principles can help investors find their footing amid market noise and market trends. Whether you're a seasoned professional or a curious learner, this episode offers valuable insights to help you weather market storms and make informed investment decisions.
I’m Louis Llanes. I’ve got a wealth advisory firm that gives comprehensive investment advice and financial planning. Our clients get structure guidance and investment management to preserve and grow wealth over the long term. To schedule a free call, go to wealthnetinvest.com.
Whenever you’re ready… here are 3 ways I can help you with YOUR investing and wealth planning advice:
1. Listen to the Market Call Show Podcast or Watch on Youtube
One of my favorite things to do is to talk with smart people about investing, financial planning, and how to live a full life. I share this on my podcast the Market Call Show. To watch on Youtube – Click here
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, the Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. You can get a personalized signed hardcover copy – Click here
3. Work with me one-on-one
If you would like talk with me about planning and investing for your future. – Click here
Also please check these out:
Wealthnet Investments
Media Appearances & Interviews with Louis
Speaking
Thursday Jul 27, 2023
Clients We Refuse to Work With | Ep 81
Thursday Jul 27, 2023
Thursday Jul 27, 2023
Revealed: The Clients We Refuse to Work With - Unmasking the Traits of Terrible Investors • Introduction: • Podcast announcer introduces the show, its purpose, and availability on various platforms. • Louis Llanes of Wealth Net Investments introduces himself and expresses his desire to help people become better investors. • Reflects on his career and the realization that some clients unknowingly engage in poor investment practices. • Personal Journey: • Shares his background in economics and finance, highlighting his passion for finding patterns and trends in the economy and investment markets. • Describes the serendipitous discovery of a book that changed his life and led him to pursue an economics degree. • Discusses his professional experiences in the financial industry and the importance of financial planning. • The Role of Probabilistic Thinking: • Emphasizes the significance of thinking in probabilistic terms for successful investing. • Explains the concept of expected value and the importance of considering different scenarios. • Provides examples of how to evaluate investments based on probabilities and expected values. • Argues against the desire for 100% certainty and the need to accept the unknown in investing. • Managing Emotions and Avoiding Impulsive Decisions: • Discusses the detrimental effects of letting emotions guide investment decisions. • Advises listeners to control their emotions and think rationally, focusing on long-term investment goals. • Highlights the importance of risk management and cutting losses to maximize returns. • Shares the pitfalls of being a rearview mirror investor and the need to avoid emotional reactions to short-term market fluctuations. • The Balance of Diversification: • Stresses the importance of diversification in investment portfolios. • Warns against over-diversification that dilutes potential returns and the concentration risk of investing too heavily in a single investment. • Encourages finding the right balance between diversification and concentration based on individual risk profiles and investment goals. • Understanding Investment Cycles and Styles: • Discusses the existence of cycles in both the economy and investment styles. • Cautions against changing investment strategies solely based on short-term trends or being out of favor with a particular investment style. • Highlights the importance of choosing investment approaches with long-term success and robustness. • Conclusion: • Reiterates the importance of probabilistic thinking, diversification, managing emotions, and understanding investment cycles. • Acknowledges the challenges of human nature in investing and the need to resist emotional impulses. • Expresses the intention to provide more timely discussions on current trends and patterns in the investment world. • Encourages listeners to ask questions and engage with the podcast for personalized advice and information. • Outro: • Podcast announcer reminds listeners to subscribe, follow on social media, and visit the website for past episodes. • Encourages leaving reviews and ratings to support the podcast. • Disclaimer about the general nature of the information provided and the importance of seeking personalized advice from qualified professionals.
When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom
Thursday Jun 15, 2023
Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Episode 80
Thursday Jun 15, 2023
Thursday Jun 15, 2023
Title: Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Ep 80
Keywords: spouse, advisors, people, wealth, cpa, titling, feed, podcast, investments, wealth advisor, coordinate, nest, question, passes, involved, call, accounts, situation, calls, Wealthnet Investments, Louis Llanes, death, spouse, planning, will, attorney, trust
Podcast Mentions:
10-Point Checklist for Worry Free Retirement, https://www.retireready.live
Social Media Links:
Twitter: /louisllanes
Facebook: /louisllanes
/marketcallshow
LinkedIn: @louisllanes
YouTube Channel: https://www.youtube.com/channel/UCZZBFVZq3wIkZtToH-StTYw
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Shownotes
On this week's latest episode of the Market Call Show with Louis Llanes--well actually, this is our first episode from our new playlist called Ask Wealthnet-a periodic podcast that answers your questions on financial strategies, retirement planning, and proven best practices that will empower you to make informed decisions about your wealth management.
In this episode, we discuss five essential questions that come from our own clients and felt it imperative to share.
- The importance of all parties being active with the financial discussions
- How to prepare yourself financially before the passing of a spouse
- The essentials of having an estate plan
- What your CPA and attorney has to do with being ready
- Knowing your financial team is imperative for a successful financial future.
Join us on this special episode of Ask Wealthnet to gain valuable knowledge and guidance on the importance of being actively engaged in your household finances. By taking control of your financial well-being, you can secure a brighter future for yourself and your loved ones.
We’ll be answering your questions—please feel free to email your questions to hello@louisllanes.com.
When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom
Thursday Jun 01, 2023
Avoid These 5 Mistakes Before You Retire | Ep 79
Thursday Jun 01, 2023
Thursday Jun 01, 2023
Title: Avoid These 5 Mistakes Before You Retire | Episode 79
Welcome back to our Podbean channel, where we provide valuable insights on financial planning and retirement. In today's episode, we're diving into the fascinating world of pre-retirement planning and discussing common mistakes to avoid. Stay tuned as we cover a range of crucial topics that will set you on the path to a worry-free retirement.
[0:00] Segment 1: Exploring the risk profile of a pre-retirement window.
[2:16] Segment 2: Maximizing Retirement Benefits - An in-depth look at your company's retirement package.
[4:20] Segment 3: Rolling over into an IRA - The pros and cons of rolling over a 401k.
[7:07] Segment 4: Mastering the Pre-Retirement Budget and Taxes - Insights on budgeting and tax considerations.
[9:53] Segment 5: Stress Testing Your Portfolio - Preparing for a secure retirement through portfolio analysis.
[12:41] Segment 6: Determining Your Risk Profile - Avoiding the five worst mistakes near retirees make.
[15:08] Segment 7: Accurately Calculating Income in Retirement - Tips for avoiding pitfalls in income calculations.
[16:51] Segment 8: Carving High Debt into Your Retirement Plan - Strategies for managing debt and costs.
Host: That wraps up today's episode on pre-retirement planning and the crucial steps you need to take for a worry-free retirement. We hope you found the insights and strategies shared here valuable. Don't forget to like, subscribe, and hit the notification bell to stay updated with our future episodes.
Podcast Mentions:
Free Download of A 10-Point Checklist for a Worry-Free Retirement: http://www.Retireready.live
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Social Media Links:
Facebook: /Louisllanes
Twitter: @LouisLlanes
LinkedIn: /LouisLlanes
Thursday May 25, 2023
Mastering Your Personal Economy | Episode 78
Thursday May 25, 2023
Thursday May 25, 2023
Join us for Episode 78 as Louis takes into the complexities of managing your personal economy amidst the noise of the markets and media. He’ll provide valuable insights and practical strategies to help you navigate these challenges effectively.
In the first segment, explore the crucial distinction between the broader economy and your personal economy. Gain a deeper understanding of the impact of bad news on your financial well-being and discover how to prioritize what truly matters.
Moving on, he dives into the world of media and noise. Discover important strategies to eliminate noise and evaluate the relevance of information in a chaotic environment.
Next, Louis discusses the cycle of emotions and how to avoid noise during turbulent times. Gain valuable strategies for dealing with inflation, interest rate challenges, and short-term declines. We draw inspiration from Marcus Aurelius, the Roman Emperor, to help you craft a detailed flight plan for financial success.
In the final segment, Louis provides a step-by-step blueprint to define your personal economy and map its future. Learn how to identify and prioritize goals, align your actions with your purpose and values, and develop innovative solutions to overcome challenges. We also explore how combining creativity and logistical thinking drives happiness in your financial journey.
Tune in to gain actionable strategies and wisdom to take control of your personal economy. Don't miss out on this enriching episode! Subscribe to our podcast on Podbean to access all past episodes and never miss an update.
Thursday May 18, 2023
Conquering Market Flaws | Corey Hoffstein | Episode 77
Thursday May 18, 2023
Thursday May 18, 2023
On this episode of the Market Call Show, I delve into the fascinating world of market dynamics and investor behavior with my guest, Corey Hoffstein. We'll explore the impact of structural market shocks and how they have reshaped the financial landscape. From liquidity cascades and return-stacking to the influence of the FED, we uncover the forces driving market fundamentals. We also dive into the ongoing debate between active and passive investors and the rise of target date funds. Discover the intricate relationship between cash flow and capital markets, and the emergence of options as a savings vehicle. Learn about the risks and benefits of volatility targeting strategies and the role of quant methodologies in portfolio management.
Corey gets personal and shares his journey in the finance industry and his insights into building an ideal portfolio. Don't miss this episode packed with valuable knowledge for navigating today's complex markets.
Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Social Media Links:
Twitter: @choffstein
LinkedIn: /coreyhoffstein
Website: https://www.thinknewfound.com/
When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD
Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/
Thursday May 11, 2023
Blueprint to Make Money In Stocks | Episode 76
Thursday May 11, 2023
Thursday May 11, 2023
Keywords: companies, investments, scorecard, stocks, market, process, financial, anomalies, screening, factors, technical, predictability, health, opportunity, talking, business, excess returns, universe, quality, higher, Wealthnet Investments, Louis Llanes
Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Welcome to today's podcast where we're going to talk about why having a process is important, specifically when it comes to managing an equity portfolio. This episode is for two types of listeners - those who entrust their investment decisions to us and want to understand how we create their portfolios, and those who prefer to make their own investment decisions. Recently, we've been refining our processes and we'd like to give you a high-level overview of what we do behind the scenes when building portfolios. We'll cover three main aspects - screening, assessing opportunities, and portfolio structure.
In a nutshell, having a process means having a routine and being disciplined. It's crucial to establish guidelines that will help you go through a checklist to ensure that you're investing your capital in areas that have the potential for excess returns. Do your research on stocks that look promising, but also consider all the factors that make a company valuable. Have guidelines on how much you're willing to invest in specific sectors or industries. By having a clear and consistent process, you'll be able to make informed investment decisions that can help you achieve your financial goals.