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The Novice and The Nerd Podcast

If you’re looking to better navigate your financial life, this podcast is for you!

Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors
(AKA, the “novice” and the “nerd”), where two 40-somethings in the financial services industry
discuss every day financial topics. Our podcast helps you make sense of your finances and
gives you actionable steps to keep your financial life on track.

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Subscribe here: iTunes | Google Play | Stitcher

Episode List:

Episode 001: Welcome to the Novice and the Nerd!

Learn about why we decided to start this podcast and how we plan to help YOU better understand your finances!

Episode 017: Modern Monetary Theory

On this episode of the Novice and the Nerd, Derek explains MMT (Modern Monetary Theory) and how it could be applied to another potential economic shutdown.

Episode 016: Understanding Home Sales in times of Covid

On this episode of the Novice and the Nerd, we’re discussing one of the bright spots during Covid: housing. We review the reported sales numbers and introduce you to our Financial Planner and Advisor Kristina Mello to help cover the basics of home buying.

Episode 015: How Covid Has Affected Your 401(k)

On this episode of the Novice and the Nerd, we discuss how Covid-19 could affect saving in your 401(k), including employer match and potential new government rules.

Episode 014: Pensions and Covid

On this episode of the Novice and the Nerd, we discuss some misconceptions surrounding pensions and how Covid-19 could have affected these types of defined benefit plans.

Episode 013: Budgeting and Home Projects

On this episode of the Novice and The Nerd, we discuss the importance of setting a budget, as well as some home projects many may be considering while home for the summer.

Episode 012:  Explaining Market Capitalization

On this episode of the Novice and The Nerd, we discuss Derek’s latest blog where he explains a worrisome trend emerging with the S&P 500.

Episode 011: Unemployment, Oil and Expensive Market

On this episode of the novice and the nerd, Is the market expensive? Just how high can unemployment go?  Was the price of oil really negative? Tune into this episode to hear Derek and Laura’s takes on these subjects and more!

Episode 010: Questions from our Audience

We’re answering some questions from YOU, the listener! First, how do we make back what we’ve lost, so far, in the markets. Second, how are your 529 plans affected. And third, what’s the Fed doing to help?

Episode 009: Retirement Plans During Current Market Turmoil

This episode of the novice and the nerd will focus on employee-sponsored retirement plans and how to handle these types of accounts in the middle of the current market turmoil.

Episode 008: The CARES Act

This episode of the Novice and the Nerd includes a discussion of the CARES Act, including who will be receiving rebates, changes to unemployment and how RMDs will be affected.

Episode 007: Financial Markets and Coronavirus

On this episode of the Novice and the Nerd, we’re talking about the current state of the markets in the midst of the Coronavirus.

Episode 006: Refinancing

While markets are in turmoil there may be a silver lining for homeowners. On this episode of the novice and the nerd, we discuss refinancing in this low interest rate environment.

Episode 005: 1099s and Autonomous Cars

We discuss 1099s, and Derek Amey spooks Laura Bard about the future of autonomous cars.

Episode 004: Why the next Recession may feel worse for investors

We warn investors, especially Gen X’ers, of the affects that a recession could have on their retirement accounts.

Episode 003: Social Security

We’re talking about Social Security- how our Novice (and many other people, we’ve learned) don’t think we will have it when its our turn to retire in 20-30 years. Our Nerd explains HOW the system works and explains some potential solutions to ensuring the Social Security system stays funded for our kids!

Episode 002: Holidays, Spending and Saving

We’re talking about the Holiday season and how your finances are affected by the costs of holiday spending, tipping and the increase of the costs associated with the season.


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