What it means to have a practical and beautiful portfolio. How recent policy decisions have roiled the stock market. Right-sizing your risk tolerance… These are just a few of the topics we discuss with our guest Callie Cox who is a part of the Ritholtz Wealth Management team. She is also the author of OptimistiCallie, her newsletter where she seeks to deliver sane and rational advice to everyday investors, just like us (don’t think we’re completely immune to these turbulent times)! Callie works to make investors feel confident about their investments and informed about the money decisions that they’re making – we think that’ll be you after listening to this episode!
Additional Links:
- OptimistiCallie Newsletter – Check out the OptimistiCallie Newsletter for great advice for everyday investors!
- Money gears – Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here
- Community – Join a thriving community of fellow money nerds in the HTM Facebook group.
- Cheap Cell Plans – Massively reduce your cell phone bill each month by switching to a discount provider like US Mobile.
- 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.

During this episode we enjoyed Pineapple Vanilla Milkshake IPA by Whistle Hop! 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!



