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The Legacy Finance Podcast

The Legacy Finance Podcast

By: The Legacy Finance Podcast
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 Create generational wealth while teaching your kids about finance, saving, and investing.The Legacy Finance Podcast Economics Personal Finance
Episodes
  • $0 Cost Basis Update, Microsoft Earnings, and Merger Arbitrage

    $0 Cost Basis Update, Microsoft Earnings, and Merger Arbitrage
    Oct 27 2022
    Microsoft, Twitter, and Activision Blizzard. I go over Microsoft earnings and my outlook. I talk about merger arbitrage plays I have on with Twitter and Activision Blizzard. Listen in as I discuss the market and my ongoing goal to hold good companies at a $0 cost basis. As always, I welcome comments at The Legacy Finance Podcast Twitter page or email TheLegacyFinancePodcats@gmail.com.
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    18 mins
  • I'm Getting $IWM for $0 Cost Basis

    I'm Getting $IWM for $0 Cost Basis
    Oct 21 2022

    Can you get your stocks down to $0 cost basis? Short answer is YES! Listen along while I discuss my strategy to get $IWM at a $0 cost basis for a long term hold.

    As always, I welcome comments at The Legacy Finance Podcast Twitter page or email TheLegacyFinancePodcats@gmail.com.
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    10 mins
  • Red Week - Lots of Assigned Shares

    Red Week - Lots of Assigned Shares
    Oct 16 2022

    We had a tumultuous week with some incredible swings in the market. Today I go over the recent put contracts I sold and the resulting share assignment from the severe price drop across the board. I detail the formula I use to find my cost basis and the strategy I am going to use going forward with the assigned shares. Listen in and let me know what you are doing during this volatile market!


    As always, I welcome comments at The Legacy Finance Podcast Twitter page or email TheLegacyFinancePodcats@gmail.com.
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    15 mins
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