FREE Investment Strategy Videos
Get the Discover how investment volatility can be your secret weapon to legally reduce your tax bill! In this comprehensive tutorial, we break down the high-impact strategy of Tax Loss Harvesting (TLH). Are you letting underperforming assets drag down your returns, or are you ready to transform a paper loss into a strategic win? Rich Warner explains the powerful concept of "pruning" your financial tree—selling losing assets before the tax year ends on December 31st to realize a capital loss. In this video, you will learn:
✅ How both active and passive investors can benefit from Tax Loss Harvesting (TLH).
✅ The process of using realized losses to directly offset capital gains.
✅ The rules for applying up to $3,000 of excess losses against your ordinary income.
✅ Strategic reinvestment: How to stay in the market by purchasing a similar but not identical investment.
✅ A detailed breakdown of the critical Wash-Sale Rule so you don’t void your tax benefit.
Billionaire Bill Ackman recently suggested a "safe" portfolio for investors over 70, featuring TIPS, REITs, and Corporate Bonds. But does the data actually support his claims? In this video, we backtest the Ackman Seniors Portfolio against a "New Kid in Town" alternative that has generated higher returns with significantly less drawdown risk.
In this video, you will learn:
Why "safe" assets like TIPS and REITs might be dragging down your retirement income.
The hidden risks of managing individual corporate bond ladders.
A revealed "New Kid" strategy (50% FBALX / 50% Conservative Fixed Income) that beats the billionaire model.
How to implement a Bucket Investing approach for true peace of mind.
Do you ever stare at your investment portfolio screen and feel overwhelmed by a "hodgepodge" of tickers, red and green lights, and trades you barely remember making? You aren't alone. In this video, Rich Warner from Smart Investor Models explains how to eliminate the chaos and confusion of investing by utilizing the power of separate accounts.
Using the "Air Traffic Controller" principle, Rich demonstrates why mixing different goals—like your emergency fund and your long-term retirement strategy—into one big "reservoir account" is a recipe for anxiety and poor decision-making.
Are you still keeping your emergency fund or short-term cash in a standard savings account?
You might be leaving money on the table. In this video, I share the SmartInvestorModels Model A2 portfolio—a specific mix of short-term bond ETFs designed to beat CDs and Money Market funds without sacrificing liquidity. In this video, you will learn:
• Why the stock market is too risky for the money you need in the next 1-2 years.
• How "Antifragile Investing" (inspired by Nassim Taleb) protects your wealth.
• The "Money Market on Steroids" strategy using ETFs like SGOV and JAAA.
• A full reveal of my Model A2 Bucket Portfolio percentages.
Is picking individual corporate bonds worth the risk? In this video, I share a personal story from earlier in my career, which involved GMAC bonds. I explain how that "close call" taught me a valuable lesson about investing: Proper Diversification is King.
Many investors believe they can outsmart the market by picking their own securities, but when even industry giants like General Motors face bankruptcy, a lack of diversification can wipe out a retirement bond portfolio overnight. In this video, we review the hidden dangers of "concentration risk" and explore how bond ETFs (Exchange Traded Funds) are the superior choice for 99% of individual investors. Learn how to protect your capital, reduce volatility, and sleep better at night by switching to a wisely diversified bond strategy.