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    The Reformed Financial Advisor

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived. 

    en-usAndy Flattery, CFP®59 Episodes

    Episodes (59)

    The Dad Pod | The Moonlight Graham Show

    The Dad Pod | The Moonlight Graham Show

    Andy Flattery, Tim Flattery,  and Tom Griffin talk about how to be a good dad. 

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Why UBI Will Not Bail Us Out | Antony Sammeroff

    Why UBI Will Not Bail Us Out | Antony Sammeroff

    Andy Flattery interviews Antony Sammeroff, author of "Universal Basic Income - For and Against."

    Show notes for this episode-
    https://simplewealthkc.com/18

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Can Millennials Trust Financial Advisors? | Bryan Gum

    Can Millennials Trust Financial Advisors? | Bryan Gum

    Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances.

    Show notes & transcript for this episode-
    https://simplewealthkc.com/16

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is from Andy Flattery

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 


    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Rudyard Kipling's "If" & Being Fearful When Others are Greedy

    Rudyard Kipling's "If" & Being Fearful When Others are Greedy

    I read the poem "If" by Rudyard Kipling and offer some brief commentary on why this poem is timely for investors right now.

    Show notes for this episode-
    https://simplewealthkc.com/if

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    The intro song is Ryan O'Connor's. Talented dude. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Investing In a Local Small Business | Ben Olsen

    Investing In a Local Small Business | Ben Olsen

    Ben Olsen of the DVS Group makes the case for why buying a private small business can be an attractive opportunity.


    Show notes for this episode-
    https://simplewealthkc.com/ben

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is from Andy Flattery

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Concentrated Investing for the Rest of Us | Brandon Reed

    Concentrated Investing for the Rest of Us | Brandon Reed

    Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS.


    Show notes for this episode-
    https://simplewealthkc.com/concentrated

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    How Would Warren Buffett Invest if He Were Starting Today? | Ryan O'Connor

    How Would Warren Buffett Invest if He Were Starting Today? | Ryan O'Connor

    Ryan O'Connor is the Founder and Portfolio Manager at Crossroads Capital, a Private Investment Partnership based out of Kansas City, MO. In this conversation, Ryan tells me the story of why he is (successfully) running an investment fund modeled after Warren Buffett's early partnership.

    Show notes for this episode-
    https://simplewealthkc.com/ryan

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    The intro song is Ryan O'Connor's. Talented dude. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    How to pay for your dream home rehab | Eddie & Katlin Van Buskirk

    How to pay for your dream home rehab | Eddie & Katlin Van Buskirk

    Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City.

    Show notes for this episode-
    https://simplewealthkc.com/lexington

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    The Best (and Worst) Financial Advisors in Movies

    The Best (and Worst) Financial Advisors in Movies

    Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors.

    Commentary is offered on these films -

    Groundhog Day
    The Wolf of Wall Street
    Glengarry Glen Ross
    Wall Street
    Moneyball

    Show notes for this episode-
    https://simplewealthkc.com/worth-the-money/

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 


    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    The Reformed Financial Advisor
    en-usOctober 21, 2020

    KC Stories: Black Swans & Buried Treasure

    KC Stories: Black Swans & Buried Treasure

    Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse.

    Here's a story for my KC friends about the civil war, buried treasure, and the building of our city.

    Show notes for this episode-
    simplewealthkc.com/donnelly

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 


    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Creating the Naval Ravikant Book | Eric Jorgenson

    Creating the Naval Ravikant Book | Eric Jorgenson

    Eric Jorgenson did something incredible with his book "The Almanack of Naval Ravikant: A Guide to Wealth and Happiness." Eric curated the best of Naval’s wisdom from twitter, podcasts, and writings into one resource. I was only vaguely familiar with Naval’s work prior to reading the book and am grateful that Eric created the resource for learning more about him. 

    Naval Ravikant is the founder of Angel List, an early stage investor in companies like Twitter and Uber, and has one more popular Twitter accounts that I have seen. He's known for his thoughts on investing, entrepreneurship, crypto, and wealth.

    Show notes for this episode-
    simplewealthkc.com/eric

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Why You Should Never Retire

    Why You Should Never Retire

    Andy Flattery outlines the case for choosing not to retire in this solo episode. Special thanks to Joshua Sheats of Radical Personal Finance and John Mayer, both of whom played a special role in inspiring this idea.

    Show notes for this episode-
    simplewealthkc.com/neverretire

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity. 

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    The Pioneer saint of Fort Dodge, Iowa

    The Pioneer saint of Fort Dodge, Iowa

    Fr. Marsh was Fort Dodge's beloved priest during it's Pioneer Days

    Father John Marsh was an englishman and a widower who became a Catholic priest. He was the Pastor of Corpus Christi Church in Fort Dodge, IA from 1859-1865. His forgotten story of selfless service to the pioneers of Northwest Iowa deserves to be heard.

    Show notes for this episode-
    simplewealthkc.com/marsh

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    How Should Patrick Mahomes Invest His $503 Million Contract?

    How Should Patrick Mahomes Invest His $503 Million Contract?

    How should Patrick Mahomes manage his wealth? After all, it is not every day that a Kansas City man in his 20s earns a $503 million contract. That sounds like a good question for two guys on the internet to podcast about.

    To do that, I enlisted the help of Ethan Hutcheson, AAMS®. Ethan is a Wealth Manager at Metcalf Partners Wealth Management in Overland Park, KS and a Patrick Mahomes superfan.

    Show notes for this episode-
    simplewealthkc.com/mahomes

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Financial Advice Young Adults Need to Become Wealthy

    Financial Advice Young Adults Need to Become Wealthy


    Andy Flattery rounds up four of Kansas City's best Financial Advisors and asks for their tips that fellow young people need to become wealthy. Enjoy this advice from CERTIFIED FINANCIAL PLANNERS™ Mike Zung, Donovan Brooks, Matt Gazaway, and Kyle Hill.

    Show notes for this episode-
    simplewealthkc.com/advice

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    Follow Andy Flattery on Twitter

    Music used in the episode-
    "Disclosure Song" is Andy's

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    KC Stories: Stock Market Bubble & French Exploration | Jamie Catherwood

    KC Stories: Stock Market Bubble & French Exploration | Jamie Catherwood

    300 years ago France was on fire because of the Mississippi Bubble, a "greatest hits" story in the history of financial madness.

    Speculation on hopes for the Louisiana Territory had created interest in opening up trade near "Kawsmouth" (modern day KC).

    Here's the story.

    View show notes discussed in this episode at - www.simplewealthkc.com/bubble

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
    "Te Deum Laudamus" as performed by Graduale Project

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Investing in People Like Empowered Electric | Josh Levin

    Investing in People Like Empowered Electric | Josh Levin

    Empowered Electric's Founder Josh Levin has one of the best entrepreneur success stories in Kansas City today. Andy Flattery sat down with Levin and Will Severns to talk about how the company got off the ground, how they invest in people, and the lessons that can be learned from a local service business that is killing it. 

    View show notes discussed in this episode at - www.simplewealthkc.com/empowered

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    Student Loan Crisis | Candidate for Congress Ryan Derks

    Student Loan Crisis | Candidate for Congress Ryan Derks

    I think the student loan crisis is one of the key financial issues of the day, especially for my generation. That is why I wanted to discuss the issue with Ryan Derks. Ryan is a Financial Advisor like me and he’s also a candidate for US Congress here in the state of Missouri. Ryan has some interesting ideas on how to fix the student loan crisis on a policy level.

    So we’re going to get into it in this podcast. What is the student loan crisis? What is the magnitude of it? Most importantly, how do we get out of it? Lastly, you’ll hear about how we got into the Student Loan crisis and how the federal government has contributed to it.

    Enjoy the second episode of The Reformed Financial Advisor!

    View show notes discussed in this episode at - www.simplewealthkc.com/studentloans

    Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com

    The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely. 

    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
    Send an email to
    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

    KC Stories: William Volker, Anonymous Philanthropist

    KC Stories: William Volker, Anonymous Philanthropist

    Podcast episode on William Volker, “The First Citizen of Kansas City.” Volker was a German immigrant who became an innovator in business and as a result a wealthy man. Throughout his life, he consistently gave away about a third of his wealth. Much of his wealth he gave away completely anonymously, which earned him the nickname, “Mr. Anonymous.”

    Special thanks to Mary Cranston, great-niece of William Volker, who was interviewed in this episode.

    View show notes discussed in this episode at - www.simplewealthkc.com/volker

    Music used in the episode-
    "Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco


    Get the essential list of The Reformed Financial Advisor episodes

    Follow Andy Flattery on Twitter
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    andy@simplewealthkc.com

    Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.