show episodes
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
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show series
 
I read the poem "If" by Rudyard Kipling and offer some brief commentary on why this poem is timely for investors right now. Show notes for this episode- https://simplewealthkc.com/if Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy …
 
Ben Olsen of the DVS Group makes the case for why buying a private small business can be an attractive opportunity. Show notes for this episode- https://simplewealthkc.com/ben Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flatter…
 
Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS. Show notes for this episode- https://simplewealthkc.com/concentrated Sign up for The Reformed Financial Advisor monthly newsletter on financial…
 
Ryan O'Connor is the Founder and Portfolio Manager at Crossroads Capital, a Private Investment Partnership based out of Kansas City, MO. In this conversation, Ryan tells me the story of why he is (successfully) running an investment fund modeled after Warren Buffett's early partnership. Show notes for this episode- https://simplewealthkc.com/ryan S…
 
Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City. Show notes for this episode- https://simplewealthkc.com/lexington Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas C…
 
Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors. Commentary is offered on these films - Groundhog Day The Wolf of Wall Street Glengarry Glen Ross Wall Street Moneyba…
 
A quick update on the future of the podcast. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The…
 
Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse. Here's a story for my KC friends about the civil war, buried treasure, and the building of our city. Show notes for this episode- simplewealthkc.com/donnelly Sign up for The Reformed Financial Advisor monthly newsletter on …
 
Eric Jorgenson did something incredible with his book "The Almanack of Naval Ravikant: A Guide to Wealth and Happiness." Eric curated the best of Naval’s wisdom from twitter, podcasts, and writings into one resource. I was only vaguely familiar with Naval’s work prior to reading the book and am grateful that Eric created the resource for learning m…
 
Andy Flattery outlines the case for choosing not to retire in this solo episode. Special thanks to Joshua Sheats of Radical Personal Finance and John Mayer, both of whom played a special role in inspiring this idea. Show notes for this episode- simplewealthkc.com/neverretire Sign up for The Reformed Financial Advisor monthly newsletter on financial…
 
Fr. Marsh was Fort Dodge's beloved priest during it's Pioneer Days Father John Marsh was an englishman and a widower who became a Catholic priest. He was the Pastor of Corpus Christi Church in Fort Dodge, IA from 1859-1865. His forgotten story of selfless service to the pioneers of Northwest Iowa deserves to be heard. Show notes for this episode- s…
 
How should Patrick Mahomes manage his wealth? After all, it is not every day that a Kansas City man in his 20s earns a $503 million contract. That sounds like a good question for two guys on the internet to podcast about. To do that, I enlisted the help of Ethan Hutcheson, AAMS®. Ethan is a Wealth Manager at Metcalf Partners Wealth Management in Ov…
 
Andy Flattery rounds up four of Kansas City's best Financial Advisors and asks for their tips that fellow young people need to become wealthy. Enjoy this advice from CERTIFIED FINANCIAL PLANNERS™ Mike Zung, Donovan Brooks, Matt Gazaway, and Kyle Hill. Show notes for this episode- simplewealthkc.com/advice Sign up for The Reformed Financial Advisor …
 
300 years ago France was on fire because of the Mississippi Bubble, a "greatest hits" story in the history of financial madness. Speculation on hopes for the Louisiana Territory had created interest in opening up trade near "Kawsmouth" (modern day KC). Here's the story. View show notes discussed in this episode at - www.simplewealthkc.com/bubble Mu…
 
Empowered Electric's Founder Josh Levin has one of the best entrepreneur success stories in Kansas City today. Andy Flattery sat down with Levin and Will Severns to talk about how the company got off the ground, how they invest in people, and the lessons that can be learned from a local service business that is killing it. View show notes discussed…
 
I think the student loan crisis is one of the key financial issues of the day, especially for my generation. That is why I wanted to discuss the issue with Ryan Derks. Ryan is a Financial Advisor like me and he’s also a candidate for US Congress here in the state of Missouri. Ryan has some interesting ideas on how to fix the student loan crisis on …
 
Podcast episode on William Volker, “The First Citizen of Kansas City.” Volker was a German immigrant who became an innovator in business and as a result a wealthy man. Throughout his life, he consistently gave away about a third of his wealth. Much of his wealth he gave away completely anonymously, which earned him the nickname, “Mr. Anonymous.” Sp…
 
Subscribe to updates at simplewealthkc.com/subscribe The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services…the good, the bad, and the complex. It also tells the stories of how financial h…
 
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