Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance.

Today we discuss:

• The importance of technical analysis for investors seeking a robust methodology
• Joe's frustrations with common investor mistakes led him to explore technical analysis
• How Joe's technical analysis model focuses on key indicators such as stock price, 10-day, and 200-day moving averages, aiming for simplicity and effectiveness
• How through meticulous backtesting spanning over 50 years, Joe refined his model to accurately predict market movements and optimize investment decisions
• The methodology that involves owning individual stocks, with a screening process to identify top opportunities guided by Joe's model's logic
• How risk management in Joe's model is primarily based on technical analysis indicators, with sell rules designed to mitigate potential losses and optimize returns

For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-model-joseph-furnari-604

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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Kristen Ragusin joins us to explore central bank digital currencies (CBDC). Kristen has had quite the journey with money. It all started when she was just five years old, earning her allowance by explaining stock markets to her dad. After college, she spent 28 years at Merrill Lynch, managing money and building a practice. Now, she's at Raymond James doing more of the same. But her passion extends beyond traditional finance; she's also a money reformer, advocating for changes in the money system to create freedom and prosperity.

Today we discuss:

• Insights on the financial crisis of 2008
• Kristen's views on cryptocurrency and blockchain
• Implications of banks creating money and it's ties to consumer debt
• Predictions for the future of money and finance
• Discusses the impact of CBDCs and the need for public awareness and pushback
• Distinction between digital money and blockchain

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection

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For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602

Today we talk about chart crimes! We dive into how charts can sometimes tell a misleading story. We have to stress the importance of looking beyond the surface and understanding the narratives behind the data. This chat is full of insights into the complexities of investing and the importance of staying adaptable in the ever-changing market landscape.

Today we discuss:

• The concept of "chart crimes" and how charts are used to convey specific narratives
• Discussion on the performance of different asset classes over time, including equities and bonds
• Emphasis on understanding economic cycles and paradigm shifts in shaping investment strategies
• Considerations for adapting investment approaches to changing market conditions
• Exploration of strategies like stock buybacks, dividend investing, and sector rotation
• Caution against the simplistic narrative of buy and hold, highlighting the importance of nuanced decision-making
• Acknowledgment of the complexities and risks involved in market timing and investment decision-making

For more information, visit the show notes at https://moneytreepodcast.com/chart-crimes-601

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management

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