“Thanks for all you do & continue to do…”

Feedback in:


I’ve been a listener of your podcast since the beginning. I found you through your episode 4 interview with Mike Shell not long after it posted back in 2012. Episode 5 with Nick Radge actually changed my investment philosophy and allowed me to create a strategy I still use today. A US equity stock strategy with a moving average filter that tells me when to go to cash. That current strategy allowed me to leave UBS in February & start my own RIA firm. Less than 2 months into this new company, we already have 87% of clients accounts moved & have added new clients who are excited to join us. I’ve gone from an employee & a 40% payout to a business owner.

Thanks for all you do & continue to do.

Great news. Kick ass!