Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today.00:36 Starting from Scratch: A New Investor's Journey01:33 Reflecting on Past Mistakes and Learning02:37 Investing in Your Early Twenties vs. Now03:19 Adapting Investment Strategies Over Time16:04 The Importance of Automating Savings23:30 Earnings Growth and Financial Success30:50 Understanding Compounding and Inflation32:58 Teaching Financial Literacy to Kids34:09 Reflecting on Investment Strategies35:07 The Role of Humility in Investing38:58 Starting Over: Portfolio Strategies42:10 Rolling Over Retirement Accounts49:25 Aligning Finances with Values52:53 Frameworks vs. Rules in Financial PlanningCompanies mentioned: AAPL, CRWD, KNSL*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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