The Invest With Clarity’s Podcast
Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

June 8, 2022

When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors. 

 

In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments. 

 

Mark and Chuck discuss: 

  • The long route that Nepsis® contains in their investment strategy
  • How owning stocks can be similar to owning a business
  • Why it is important to understand the investment process before taking a stab at investing
  • The ultimate goal you should strive to achieve when investing in businesses
  • And more

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Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)

Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)

May 25, 2022

Just like professional athletes, sitting on a bench waiting around for your turn is a waste of time. Investors are just like off-season athletes, you have to train while you wait in order to get the best results once you hit the court. 

 

In this episode, Mark Pearson and Chuck Etzweiler discuss those in between stages and how to practice executing strategies while waiting for market changes. They share common misconceptions about market volatility and how to identify growth in your portfolio over time. 

 

Mark and Chuck discuss: 

  • The barbell strategy in investing
  • Common misconceptions about bonds
  • What risk means for your portfolio
  • How businesses can steer you in the wrong direction when looking to invest
  • And more

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Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)

Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)

May 11, 2022

Most people don’t know what’s happening with their money when they are investing. You may be told by your financial advisor you’re investing in the stock market but you’re actually investing in businesses.

 

In this episode, Mark Pearson and Chuck Etzweiler discuss the personalized strategy that is used at Nepsis® that puts the client and their needs first, and creates a portfolio based on these goals.

 

Mark and Chuck discuss: 

  • Active versus passive investing 
  • What a volatile market can mean for business owners 
  • Why understanding asset allocation is so important
  • The importance of being slow and steady with your investments
  • And more

 

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Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)

Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)

April 27, 2022

When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.

In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.

Mark and Chuck discuss: 

  • How active management can work
  • Strategic cost averaging®
  • Our investing strategy at Nepsis®
  • The power of asset allocation versus diversification
  • And more

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Underperforming the Underperformance With Mark Pearson (Ep.78)

Underperforming the Underperformance With Mark Pearson (Ep.78)

April 13, 2022

At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®. 

In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas can lead to ultimate clarity. Having clarity on these subjects can help you become extremely confident in your portfolio and the investments you believe in, keeping you secure in your long term goals.

Mark discusses: 

  • The importance of flexibility in your portfolio
  • How clarity among your investments can enhance your decision-making process
  • The power of liquidity
  • What you need to know when entering into a bear market 
  • And more

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The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)

The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)

March 30, 2022

At Nepsis®, we value process over progress. Our strategy is fixed and we trust that it will lead to the success of our clients and their ultimate goals within their portfolio. 

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the four worst words they avoid using when discussing the investment market. They chat about important attributes that have driven the markets over the past years and how they have created their investment strategy to override these issues that might arise. 

Chuck discusses: 

  • What is involved with investing in a business 
  • How short term variables can impact your investments 
  • The feelings that can arise when inflation goes up and how to combat them 
  • How the Nepsis’ strategy takes into account huge shifts in the investment market 
  • And more

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About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)

A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)

March 16, 2022

At Nepsis®, our main overarching motto is process before progress. Through integrating this idea into all of our investments, we are able to use our strategy even when the markets are unstable.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the in-depth idea of the Nepsis® investing strategy, including how they have managed to be successful even when taking risks. Mark explains the importance of knowing what you own and how that can be increasingly useful when engaging with the investment market during any season. 

Chuck discusses: 

  • The importance of knowing what investments are in your portfolio
  • Why you should consider investing in individual businesses
  • The importance of knowing how to value an asset regardless of the investing season
  • Why the Nepsis’ strategy has proven to work over time 
  • And more

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Episode 75. Four Keys To Successful Investing, Transparency

Episode 75. Four Keys To Successful Investing, Transparency

March 2, 2022

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most valuable asset when creating an investment plan. 

Mark discusses: 

  • Why you should know the largest holding in your portfolio 
  • The level of trust you should put into your financial advisors 
  • How transparency can give you peace of mind when investing your money
  • Why the Nepsis’ strategy has proven to work over time 
  • And more

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Episode 74. Four Keys To Successful Investing, Flexibility

Episode 74. Four Keys To Successful Investing, Flexibility

February 16, 2022

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner. 

Mark discusses: 

  • Active versus passive investing
  • How increased flexibility among your investments can benefit you
  • How to avoid making emotional business decisions 
  • How Nepsis’ investment strategy has proven to work over time
  • And more

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Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5

Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5

February 2, 2022

The keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

 

In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of the Nepsis investment strategy, and explains how transparency among clients can make a big impact on their investments. He also details why the process of buying and selling is so important and how you can use that to your advantage. 

 

Mark discusses: 

  • How the Nepsis investment strategy has become so successful
  • What you need to know about buying and selling stocks 
  • Advantages of having a single account versus pooled assets  
  • The importance of the buying and selling process
  • And more

Connect with Mark Pearson: 

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