Confidante Investor

By: Quiver Financial and Soil to the Oil Media
  • Summary

  • Gain the knowledge you need to be a confident investor. The Confidante Investor simplifies the seemingly complex world of investing. Hosts, Kristen Yoder, known widely as the cannabis industries very own B.S. Detector, and Colby McFadden of Quiver Financial Holdings, break down the steps you need to know to become a confident investor.
    © 2023 Confidante Investor
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Episodes
  • Ep 1. The Chemistry of Confident Investing
    May 21 2021

    Here at the Confidante Investor Podcast, our aim is to help you up your investing game and build the confidence necessary to make smart decisions and act on your strategies. The truth is that for far too long investing has been a completely male-dominated space, and in today's episode we look at some of the reasons for this. Science has shown the links between testosterone and increased willingness to engage with risk, as well as the effect it has on optimism about future results. The upside of this is that there are certain avenues to explore that can help women increase their investing confidence and get comfortable in spaces that have traditionally been exclusionary. Kristen and Colby talk about some commonly held views about gender and money, looking at the idea of “fake it 'till you make it”, and money personalities too. Our hosts also look at some interesting studies that illuminate the reality for many female investors, and how this information can be used to make progress. So for this great first episode, and many more to come, stay tuned!

    List of Topics Discussed:

    • The genesis of this show and the goals that we hope to achieve through it. 
    • Differences between male and female approaches to confidence, business, and money.
    • Adjusting the "fake it 'till you make it" paradigm; using visualization to train the mind.
    • What the last twenty years show us about the relationship between women and investing.  
    • Building confidence through education and healthy practices. 
    • Getting to grips with your money personality; are you a saver or a risk-taker? 
    • The different archetypes and how they relate to investing strategies and behaviors. 
    • Expanding confidence into less familiar industries and uncomfortable spaces. 
    • The issue of representation and the degree to which this must be shifted.

    3 Lessons Learned:

    1. Higher testosterone levels lead to increased confidence and optimism about the future.

    2. Using visualization can help to empower the mind and lead to greater achievement of goals.

    3. Knowing your money personality will help increase your confidence as an investor by playing to your strengths.

    Credits: 

    Production - We Edit Podcasts
    Music - Future Looks Bright - Nick Petrov

    Podcast Links:

    Click on the podcast hosting site you use below to subscribe to this podcast!
    Please leave a review if you enjoyed the show, it helps bring in more listeners!
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    Listen Notes

    Links Mentioned in Today’s Episode:
    Quiver Financial
    Colby McFadden
    Kristen Yoder
    CannaBS Detector
    Renee Gagnon
    Hollyweed North
    Women Grow

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    30 mins
  • Ep 2. Your Money Personality and How To Leverage it’s Strengths and Weaknesses
    Jun 1 2021

    Before you can figure out where and how to invest your money, it’s important to understand your own money personality. This will help you to determine what your strengths are so that you can lean into them, and what your weaknesses are, so you can turn them into strengths. Today on The Confidante Investor Podcast, we discuss the different money personality types, how to factor in your own in order to find investments that best suit you, and how you can benefit from emulating certain characteristics of other personalities. Tuning in, you’ll hear about the dangers of putting off financial decisions or making them under stress, the importance of setting boundaries with others, yourself, and your environment, and how to factor in your timeframe to establish an investment plan for yourself. Find out how by following the right rules you can achieve success irrespective of your money personality type and other tips on how you can start to formulate your own plan for your financial success today.  


    List of Topics Discussed:

    • The importance of understanding your money personality when it comes to saving and investing.
    • How you can use this to lean into your strengths and improve on your weaknesses.
    • The dangers of making financial decisions under stress or putting them off. 
    • How to adjust your investment style to factor in your timeframe and your personality. 
    • The benefits of emulating certain characteristics of other personalities. 
    • The importance of setting boundaries with others, yourself, and your environment. 
    • How following the right rules and plan can work for any personality.
    • A breakdown of the different money personality types.
    • How to factor your timeframe into your investment plan. 


    3 Lessons Learned:

    1. Understanding your money personality will help you to play into your strengths and develop your weaknesses.

    2. Combining your personality and your timeframe will help you formulate an investment plan. 

    3. Regardless of your personality, always put away 10 percent of your income.


    Credits: 

    Production - We Edit Podcasts

    Music - Future Looks Bright - Nick Petrov


    Podcast Links:

    Click on the podcast hosting site you use below to subscribe to this podcast! 

    Please leave a review if you enjoyed the show, it helps bring in more listeners! 

    Spotify

    Podcast Addict

    PodChaser

    Deezer

    Pocket Casts

    Player FM

    Amazon Music

    Podcast Index

    Listen Notes


    Links Mentioned in Today’s Episode:

    Quiver Financial

    Colby McFadden

    Kristen Yoder

    CannaBS Detector

    Brunch & Budget 

    Hidden Brain

    Mint 

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    24 mins
  • Ep 3. Fintech Apps, Types of Investments, Exchanges and Custodians, Oh My!
    Jun 2 2021

    From brokerage firms to apps, mutual funds, index funds, crypto, ETF’s, and many others, there are so many different ways to invest. After discussing money personalities and the differences between short-term and long-term investments in our last episode, today we discuss how to move forward on your journey to financial success. Tuning in, you’ll hear about the differences between investments and speculation tools, and factors to consider before investing in either. We discuss what ‘noise’ is, the importance of having a plan so you are not distracted from achieving your goals, and how looking at things from fundamental and technical perspectives can help you manage your risks and invest with the long-term in mind. Find out why you shouldn’t always trust the press or investors, what exchange-traded funds are and how they are different from mutual funds, and how to choose the right app or investment custodian for you from the many that are available. To figure out the next steps you should be taking to build a portfolio and develop an action plan, tune in today!


    List of Topics Discussed:

    • The difference between an investment tool and a speculation tool. 
    • How what you invest in should be determined by whether it’s a long-term or short-term investment.  
    • What ‘noise’ is and the importance of having a plan so you are not distracted by it.  
    • Why you should think of things from both fundamental and technical perspectives when investing. 
    • Why you shouldn’t always trust investors or the press.
    • What exchange-traded funds are and how they are different from mutual funds.
    • The next steps to build out a portfolio and develop an action plan. 


    3 Lessons Learned:

    1. The difference between an investment and a speculation tool: The former pays out a dividend, while the latter is an item that you believe will increase in value over time.

    2. You should utilize fundamental and technical analysis to help you invest for the long term and manage your risks.

    3. What exchange-traded funds are, how they are different from mutual funds, and when to invest in each.

    Credits: 

    Production - We Edit Podcasts

    Music - Future Looks Bright - Nick Petrov

    Podcast Links:

    Click on the podcast hosting site you use below to subscribe to this podcast! 

    Please leave a review if you enjoyed the show, it helps bring in more listeners! 

    Spotify

    Podcast Addict

    PodChaser

    Deezer

    Pocket Casts

    Player FM

    Amazon Music

    Podcast Index

    Listen Notes

    Links Mentioned in Today’s Episode:

    Quiver Financial

    Colby McFadden

    Kristen Yoder

    CannaBS Detector

    Confidante Investor on Instagram

    Robin Hood 

    Boiler

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    22 mins

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