TDI Podcast: Back to Basics Series – Saving Lobster Traps (#741)




The Disciplined Investor show

Summary: The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach.<br> <br> We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning.<br> <a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a><br> <br> <br> <br> A Look Ahead to 2022<br> <a href="https://us02web.zoom.us/webinar/register/WN_C9Q7WrBjQsKz7_bhAuHZrw">REGISTER</a> for the Webinar<br> <a href="https://us02web.zoom.us/webinar/register/WN_C9Q7WrBjQsKz7_bhAuHZrw"></a><br> <br> <br> <br> <a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/11/Kevin_headshotSM_PNG.png"></a>Kevin Hoffmann is a key member of the Horowitz &amp; Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz &amp; Company, Inc..<br> <br> While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial &amp; Tax Planning as well as Investment Management for high net worth clientele.<br> <br> Kevin has been central to the development of the eNVESTOLOGY program for Horowitz &amp; Company.<br> <br> <br> Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com<br> Learn More at <a href="http://www.ibkr.com">http://www.ibkr.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a><br> <br> <br> <br> <a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><br> <br> <br> <br> <br> Looking for style diversification? More information on the <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">TDI Managed Growth Strategy</a> - https://thedisciplinedinvestor.com/blog/tdi-strategy/<br> <a href="https://envestology.com/">eNVESTOLOGY</a> Info - https://envestology.com/<br> Friday Pre-Market Run-Down Webinar <a href="https://www.triggercharts.com/webinar-pre-market-rundown-fridays/">Registration </a>- https://www.triggercharts.com/webinar-pre-market-rundown-fridays/<br> <br> <br> <br> Stocks mentioned in this episode: (AAPL), (META)