Finance Files Podcast

Information Overload & Investor Clarity

What if doing less could make you a better investor?News isn't always knowledge. The trio dives into how over consuming news—especially sensational or biased sources—can actually harm your mindset and decisions. Britt and Whit share personal routines and research habits, Greg explains entertainment vs. information, and together they discuss how to evaluate sources, recognize misinformation, and know when to step back. Perfect for investors craving clarity over chaos.
 

Market Mindset: Think Before You Trade

What separates a true investor from a casual speculator?
Successful investing requires more than vibes. On this Think Like an Investor Thursday, The Finance Files trio discusses how to form a solid investment thesis, avoid hype-driven buying, and tailor your due diligence to a company’s stage and sector. Greg shares valuation methods, Britt explains industry analysis, and Whit adds color on staying curious and informed. Whether you're team index fund or team early-stage equity, this episode will level up your approach.

Financial Fraud & Spilled Tea

How far back does fake news go—and who really benefits from it?From the Knights Templar to Theranos, Whit, Britt, and Greg trace the long history of fake news and financial fraud. They unpack how misinformation—whether for power or profit—has shaped markets and manipulated minds. Learn how to spot red flags, question sources, and do your own research before making investment decisions. Because when the story sounds too good, it often is.

Headlines vs. Reality: Numbers Lie (sometimes)

Can you trust the source—or are they selling you a story?
Whit, Britt, and Greg dive into the danger of taking news at face value. They explore how misleading headlines, manipulated stats, and unverified studies can distort your decisions—whether you’re voting, investing, or just trying to stay informed. Learn how to spot red flags, verify sources, and avoid being duped by surface-level narratives.

Fake News, Real Impact

 
Do you know the difference between hype and a healthy investment? Fake news, campaign spin, and volatile headlines—this Market Monday dives into how misinformation and narrative manipulation impact politics, markets, and investor behavior. Whit, Britt, and Greg unpack the hype around Trump Media, the speculative nature of SPACs, and the inflation risks tied to tariffs. Plus, a new legal ruling could allow employees to redirect 401(k) matches to healthcare or student loans—if employers opt in.
 

Demystifying Diversification

What’s the real difference between stocks, bonds, and “safe” investments? Not all diversification is created equal. In this episode, Whit, Britt, and Greg break down how to build a resilient portfolio—covering stocks, bonds, derivatives, and index funds, plus what it means to truly diversify across asset classes and strategies. They also explore how real investors think, the risks of blindly following advice, and how reading, research, and mindset can shape smarter decisions.

The Smart Investor’s Guide to Going Beyond the Index

Are you investing with strategy—or just hoping for the best? In this episode, Whit, Britt, and Greg break down how top investors like Warren Buffett and Ray Dalio approach diversification across assets, sectors, and macro trends. From index funds to the all-weather portfolio, they explore proven strategies for building long-term wealth. Plus, they share lessons from biotech, mining, and AI—proving that reading, research, and even asking “dumb” questions can make all the difference.

Cattle, Crashes & Crop Rotations: The History of Diversification

Could following the herd be your biggest financial mistake? On this Way Back Wednesday, Whit, Britt, and Greg trace diversification from 6,000 BC crop rotations to modern investing. From Keynes and Markowitz to cattle-buying billionaires and the crash of ’87, they explore how diversification became a key strategy for building resilient portfolios. With Greg’s insider stories, learn how to protect and strengthen your investments through smart, strategic diversification.

The ABCs of Diversification

Are you putting all your financial eggs in one basket?Whit, Britt, and Greg explore diversification beyond just stocks. From real estate and bonds to microcaps and global markets, they show how smart investors reduce risk and boost returns by spreading investments across sectors, asset types, and currencies. This Topic Tuesday, the team helps you think more broadly—and wisely—about how to build long-term wealth.

Market Moves & Election Clues: The Investor’s Guide to Election Season

In this Market Monday, Whit, Britt, and Greg explore how politics and policy impact markets—and why even long-term investors should care. From tax plans and government spending to Fed reactions and party control, they cover how elections can shift inflation, industries, and investor behavior. With real examples (like cannabis stocks) and smart strategy tips, this episode helps you stay prepared—not panicked—when election season rolls around.