Our guest today has been called one of the greatest financial writers of all time. And it’s no wonder – Josh Brown started his original blog, The Reformed Broker back in 2008 as he now continues to write over at DowntownJoshBrown.com.  And his latest book “You Weren’t Supposed to See That: Secrets Every Investor Should Know” just came out yesterday in which he reveals the hidden truths that make the critical difference between understanding the world and being dangerously naive. Josh co-hosts The Compound and Friends podcast where they discuss current market trends and financial strategies. And in all of his extra time he is the manager of billions of dollars as CEO of Ritholtz Wealth Management. During our conversation today he shares why Gen Z might make more successful investors, taking a “core and explore” investing strategy rather than a simple indexed approach, what direct indexing is all about, and much more!

Additional links:

• More ways to follow Josh:
  • DowntownJoshBrown website & blog
  • The Compound Podcast
  • The Compound Youtube Channel

• Investing 101: A few posts to check out if you’re an investing newbie…
  • Investing for Beginners
  • How to Open a Roth IRA
  • Buying Index Funds (and which ones we love!)

• Money Gears – Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here.

• Credit Card Tool – Looking for the right credit card for you? Then check out our new credit card tool that’ll help you to easily filter through all the cards based on your preferred airline, whether or not they have an annual fee, or simply by the cashback offer! Just toggle the sliders and you’ll know which card to consider.

• Cheap Cell Phones – Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

During this episode we enjoyed a Solid by Burial Beer and Schilling Beer Co! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

Best friends out!