History Lessons for the Modern Investor Podcast

History Lessons for the Modern Investor Podcast

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Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor. Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: “History Lessons for the Modern Investor” and “The Seven Pillars of (Financial) Wisdom”; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.

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Recent Episodes

  • ☔️ April Showers, Political Unity, and Q1 Q&A❓

    1 week ago
  • 🏀March Madness, 🦁Lion Hearts and Election Years

    3 weeks ago
  • ☘️Irish Luck, 🌋Neapolitan Volatility the 2024 Retirement Landscape

    1 month ago
  • 🫤Confusing Journeys, Flopping Flashbacks & Reconsidering Roth Conversions

    2 months ago
  • 💔Love Hurts, Redefining 'Transitory' and About Annuities

    2 months ago
  • Taking a Hike, 🎶Gershwin’s Glissando & Bunching Deductions

    2 months ago
  • 🦫Punxsutawney Phil, Spinal Tap🎸and Jobs Reports

    2 months ago
  • History Lessons Podcast: 📊Primary Data, Historic(al) Stimulus & 🤑Prepping for Tax Season

    3 months ago
  • ☃️Winter Storms Warnings, The Business of Barnacles & Taxes in Retirement

    3 months ago
  • 🎸One in Concert, Ike's Optimism & Consumer Price Trivia 🏷️

    3 months ago