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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

December 24th 2018:A Better Way To Invest / Self-Directed IRAs

Is there a better way to invest that removes human emotions from the decision making process? Can investors unlock more predictable outcomes? Do systematic strategies perform better or worse? Jordan Goodman talks with Tim Fortier, founder and managing director of Portfolio Cafe, in the first half of the show about Fortier's experience and insights into using rules-based models for investing and how everyday investors can benefit. During the second half of the show Goodman talks with Terry White, president and CEO of Sunwest Trust, about the realities of self-driected IRAs. White and Goodman di

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Featured Guests

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Terry White

Terry White is the President and CEO of Sunwest Trust, where he lives out his passion for educating and inspiring potential investors to build their own self-directed IRA’s that are customized to fit their unique needs and financial goals. With over 35 years of experience in the real estate and investment world,Terry has seen it all. He’s here to share his expertise to help guide you in your personal retirement planning journey.
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Tim Fortier

Tim Fortier is a veteran of the financial service industry with more than 30 years of experience. In his career he has been an advisor, chief investment officer of a wealth management firm, industry consultant, publisher, and product creator. Through the years he’s seen it all, experiencing the boom of the 90’s, the Tech Bubble, the Housing Bust leading up to the Credit Crash in 2008, the recovery, and all the ups and downs in between. Those experiences showed Tim that investors need a better way to nvest…a way that helps remove human emotion and creates more predictable outcomes. Tim believes that systematic strategies driven by quantitative models provide greater risk-adjusted returns, pr
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https://www.voiceamerica.com/show/746/the-money-answers-show 21/07/2019 04:00 21/07/2019 05:00 The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show Is there a better way to invest that removes human emotions from the decision making process? Can investors unlock more predictable outcomes? Do systematic strategies perform better or worse? Jordan Goodman talks with Tim Fortier, founder and managing director of Portfolio Cafe, in the first half of the show about Fortier's experience and insights into using rules-based models for investing and how everyday investors can benefit. During the second half of the show Goodman talks with Terry White, president and CEO of Sunwest Trust, about the realities of self-driected IRAs. White and Goodman discuss the strengths and weaknesses of self-directed IRAs, who benefits the most from them, and some of the pitfalls that can occur with self-directed IRAs. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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