The Reformed Financial Advisor

In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy.

I also explore the societal shift towards individualism and instant gratification and contrast it with the traditional values of family and legacy. The role of the family can be in providing support, guidance, and purpose. Building family wealth and nurturing intergenerational connections are ways to leave a lasting impact that extends beyond one's lifetime.

Episode page: www.simplewealthkc.com/post/against-die-with-zero

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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In this episode of The Reformed Financial Advisor podcast,  I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monastery in Croatia, family dynasties, and the noblesse oblige.  All in all an interesting conversation that combines legacy, finance, and the pursuit of generational prosperity.

Episode Links:

• The Noblesse Oblige - Andy Flattery on Catholic Money Mastermind
• Dorian on LinkedIn
• https://www.antesic.com/
• Good King Wenceslaus - The Irish Rovers
• Tucker Carlson - All-In Podcast

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss:

• Building online
• Joining Swan Private Client
• Andy hates soccer/Isaiah likes soccer
• COVID breaking our brains
• How FAs simp for inflation
• Bitcoin and the american dream

Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss:

• Dropping out of college 3 times
• A vision for how Catholic monasteries could adopt bitcoin
• Obsessing over great cultures of the past without larping
• Peter Thiel's progress & decline thesis
• Gatsby, Elon, and fostering better elites
• The Sovereign Collective > The Sovereign Individual

Episode Page - https://www.simplewealthkc.com/post/bitcoin-monasteries-reclaiming-the-american-dream-pablo-peniche

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too.

Episode page - www.simplewealthkc.com/post/john-mayer-is-probably-into-bitcoin-mike-marion

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. 

Books discussed:

• The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. 
• You Can Be a Stock Market Genius - Joel Greenblatt
• The Driver - Garet Garrett
• The Bitcoin Standard - Saifedean Ammous
• The Ethics of Money Production - Guido Hulsmann
• Bitcoin is Venice - Allen Farrington & Sacha Meyers

Episode page - www.simplewealthkc.com/post/books-that-turned-me-from-financial-advisor-skeptic-to-bitcoin-advocate

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Warren Buffett says to read 500 pages a week.   Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives?

Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. 

Books discussed:

• The Crusades - Thomas Asbridge
• Capone
• The Franco Regime - Stanley Payne
• Start with No - Jim Camp
• No B.S. Time Management for Entrepreneurs - Dan Kennedy
• Expect to Win, Hate to Lose - Matt Furey
• Sacred Then and Sacred Now  - Tom Woods
• Oversubscribed - Daniel Priestley
• The Political Pope - George Neumayr 
• The Biden Deception - George Neumayr
• Bitcoin is Venice - Allen Farrington
• Restoring the family - Marian Horvat
• Submission - Houellebecq
• God’s Will: The Life and Works of Sr. Mary Wilhelmina
• Leisureville - Andrew Blechman
• The Father's Son - Jim Sano
• The Cypresses Believe in God - Jose Maria Gironella
• The Lord of the Rings - Tolkien
• Song of Ice & Fire - George R.R. Martin
• The Iliad & The Odyssey - Homer
• The Long Ships - Frans Bengtsson
• Texas - Michener 
• Cryptonomicon - Neal Stephenson 
• Born Standing Up - Steve Martin
• The Medieval Machine - Jean Gimpel
• Deflation & Liberty - Guido Hulsmann
• Eating the Dinosaur - Chuck Klosterman
• Cinema Speculation - Tarantino

Brian O’Leary is an independent media personality spanning several fields—podcasting, professional copywriting, internet marketing, broadcasting, and more. The mission of this “once & future” baseball coach is to restore, build, and promote a more robust and serious culture.

https://briandoleary.com/flattery/

https://crisismagazine.com/podcast/sister-wilhelmina-an-american-incorruptible 

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture.  In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth.

Episode page: https://simplewealthkc.com/hail-caesar-tally-ho-yacht-guy-the-dignity-of-work-podcast/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. 

Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses value over time and individuals have to choose where to store their value. He argues that the monetary premium for these other assets, such as real estate and index funds, can be replaced with bitcoin as the global standard for wealth preservation.

Episode page - https://simplewealthkc.com/achieving-true-financial-independence-unchaineds-trey-sellers/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son.

Guest: HRH Prince Filip, Hereditary Prince of Serbia and Yugoslavia, also known as Prince Filip Karađorđević, is the Chief Strategy Officer at JAN3, a technology company that helps nation-states, enterprises and individuals achieve sovereignty and prosperity through Bitcoin. As CSO, Prince Filip engages with high-level actors and oversees strategic initiatives to accelerate Bitcoin adoption worldwide. He previously worked as an analyst at a prestigious London-based global asset management firm, helping clients make vital capital allocation decisions. Prince Filip has over 15 years of experience in traditional finance.

Episode page: https://simplewealthkc.com/monarchy-patrimony-bitcoin-prince-filip-of-serbia-karadordevic-podcast/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. 

Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage!

In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's principles.

Show notes: https://simplewealthkc.com/could-bitcoin-be-a-100-bagger-podcast/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations.

Merry Christmas & Happy New Year!

Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609186663640567815?s=20&t=-441JhSU-qDqm1jwErh81A

Twitter thread on my favorite podcasts of 2022: https://twitter.com/andyflattery/status/1608900438010777600?s=20&t=rvfqbQEMihw1G-K0IPeihg

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Financial Advisors gather to discuss the intersection of bitcoin and financial advice.

In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:

- The dead end of "trying to make money on bitcoin"
- What is going well regarding tools and the regulatory environment
- What is on our wish list of products & services
- Why FAs should take their own advice and play the long game with bitcoin
- Introducing the Bitcoin Financial Advisors Network

Show  notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/

Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk:

- The Tax Planning mentality
- Writing a book to standout as an expert
- Is Bitcoin in a 401(k) even a good idea?
- What Romney SHOULD have done with his huge IRA

Outro: https://www.youtube.com/watch?v=ZOaj1TCMows

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments.

They don’t credit a goals based plan for retirement that they made 30 years ago!

Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests,  take small risks & be a tinkerer,  and don't retire, just pivot. The singer of "Seven Nation Army" provides the model. 

Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery speaks with bitcoin legend Bitstein about the fundamental economic question - what is the social good of speculation? Contrary to popular belief, correct speculation is not a zero sum game, but serves the purpose of correcting mispriced assets.

Show Notes: https://simplewealthkc.com/speculator-work-is-real-work--bitstein-podcast/

Interlude/Outro: https://www.youtube.com/watch?v=JGBXnw86Mgc

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

I had the wonderful privilege to make a pilgrimage to the monastery of the Benedictines of Mary, Queen of the Apostles. Here are my thoughts on the visit and my conversation with Mother Abbess Cecelia. We talked about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and bitcoin charity.

If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website.

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

Andy Flattery & Zach from Casa respond to the bitcoin comments of Creative Planning's Peter Mallouk:

- BTC is "Palm or Blackberry..." but blockchain will revolutionize everything?
- "Too speculative" to be a currency?
- But "anyone can create their own cryptocurrency?"
- Investors in the S&P 500 will benefit anyway (from companies who hold it on the balance sheet)?

Show Notes: https://simplewealthkc.com/responding-to-peter-mallouks-bitcoin-critiques/

Interlude & Outro: https://www.youtube.com/watch?v=w9qsDgA1q8Y

Get the essential list of The Reformed Financial Advisor episodes

Follow Andy Flattery on Twitter
Send an email to andy@simplewealthkc.com

Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.