The Legacy Finance Podcast

• $0 Cost Basis Update, Microsoft Earnings, and Merger Arbitrage

  Microsoft, Twitter, and Activision Blizzard. I go over Microsoft earnings and my outlook. I talk about merger arbitrage plays I have on with Twitter and Activision Blizzard. Listen in as I discuss the market and my ongoing goal to hold good companies at a $0 cost basis. As always, I welcome comments at The Legacy Finance Podcast Twitter page or email [email protected].

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  17:38
• I'm Getting $IWM for $0 Cost Basis

  Can you get your stocks down to $0 cost basis? Short answer is YES! Listen along while I discuss my strategy to get $IWM at a $0 cost basis for a long term hold. As always, I welcome comments at The Legacy Finance Podcast Twitter page or email [email protected].

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  10:28
• Red Week - Lots of Assigned Shares

  We had a tumultuous week with some incredible swings in the market. Today I go over the recent put contracts I sold and the resulting share assignment from the severe price drop across the board. I detail the formula I use to find my cost basis and the strategy I am going to use going forward with the assigned shares. Listen in and let me know what you are doing during this volatile market! As always, I welcome comments at The Legacy Finance Podcast Twitter page or email [email protected].

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  14:56
• Does your wife, partner, significant other share your passion for investing?

  In this episode I discuss my wife's recent desire to begin buying stocks and learning about investing. I go over her first stock pick, some companies I helped her choose based on her area of expertise (shopping!) and some growth stuff I slid in myself. Please enjoy listening and be sure to let me know what you thought of the show or any comments about your own experiences with introducing family to the exciting world of long term investing! I will post a screen shot of my wife's portfolio and you can find my other investing and options ideas on my Twitter @Options_Legacy. Email at [email protected]

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  7:52
• Investing With Your Kids - Portfolio Overview

  I go over how my son chose Roblox (RBLX) as his pick for his first investment and the reasons for opening a brokerage account for my kids. Listen for ideas you can implement with your own family and please let me know if you do anything differently. I'd love to hear what other parents, aunts, uncles, or grandparents do for the kids in their lives as far as teaching about money, saving and investing. Leave comments at The Legacy Finance Podcast Twitter page or email [email protected].

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  7:41

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