Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time.

00:25 Introducing the Guest: Nick Majuli

02:29 Nick Maggiulli’s Background and Journey

05:44 The Importance of Income in Wealth Creation

09:38 The Wealth Ladder: Levels and Strategies

16:03 Frameworks and Financial Decision Making

21:16 Reflections on Wealth and Time

23:34 Analyzing Wealth Mobility

24:35 The Impact of Age on Wealth Accumulation

26:54 Challenges Faced by Younger Generations

28:54 Adapting to Market Changes

34:13 The Role of Writing in Financial Understanding

37:26 Personal Investment Strategies

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Buy The Wealth Ladder here: https://www.amazon.com/Wealth-Ladder-Proven-Strategies-Financial/dp/0593854039

Of Dollars and Data Newsletter: https://ofdollarsanddata.com/

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In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.

01:28 The Concept of Investing Therapy

03:49 Understanding Market Bubbles

07:03 The Dot-Com Bubble and Its Lessons

09:12 Comparing AI to Past Bubbles

15:33 The Role of Investor Psyche in Market Bubbles

17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast

18:56 Reflecting on the Dot-Com Bubble and SPACs

21:47 Market Highs and AI Speculation

22:53 The AI Bubble Debate

25:22 Nvidia's Role in AI

28:15 Historical Comparisons and Market Dynamics

30:55 Investor Strategies and Market Outlook

35:44 Valuation Perspectives and Final Thoughts

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Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted

Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today.

00:36 Starting from Scratch: A New Investor's Journey

01:33 Reflecting on Past Mistakes and Learning

02:37 Investing in Your Early Twenties vs. Now

03:19 Adapting Investment Strategies Over Time

16:04 The Importance of Automating Savings

23:30 Earnings Growth and Financial Success

30:50 Understanding Compounding and Inflation

32:58 Teaching Financial Literacy to Kids

34:09 Reflecting on Investment Strategies

35:07 The Role of Humility in Investing

38:58 Starting Over: Portfolio Strategies

42:10 Rolling Over Retirement Accounts

49:25 Aligning Finances with Values

52:53 Frameworks vs. Rules in Financial Planning

Companies mentioned: AAPL, CRWD, KNSL

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Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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2025 Portfolio Contest

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