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Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
Episodes
Wednesday Jul 24, 2019
Wednesday Jul 24, 2019
Advertisements everywhere try to entice customers with the prospect of paying as little as possible for a product or service. However, in most cases, you get what you pay for.
In this episode of the Invest with Clarity Podcast, Mark Pearson explains why paying less in fees isn’t always a good thing, especially when it comes to your investments.
In this episode, you will learn:
- Why you need to read advisory fees to understand why you should pay a little more
- The importance of the Road to Absolute Clarity and ultimate transparency between advisor and investor
- Why it’s important for an advisor to show their clients what the value of their money is and what they get for what they pay
- Why Mark always asks clients, “Can you put a price on clarity?” to explain the cost of Nepsis’ fees
- And more!
Tune in with Mark Pearson and discover a new way to think about fees!
Resources: Nepsis | Nepsis Stress Test
Wednesday Jul 10, 2019
Wednesday Jul 10, 2019
Want to invest like a PRO? In this final episode of the three-part mini-series, Mark Pearson explains how to invest like a PRO — or more specifically, the do’s and don’ts of wise investing.
Mark breaks down the O of the PRO acronym and shares his insight about investing with clarity.
In this episode, you will learn:
- About the four O’s: owners, opportunistic, onerous, and own terms
- Why you should view investing through the four O’s, not the four R’s
- Why you can’t be opportunistic if you don’t know what you own and why you own it
- And more!
Tune in now and learn the O’s of investing like a PRO!
Resources: Nepsis | Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1 | Episode 35 - 4 Simple Steps to Start Investing Like a PRO: Part 2
Wednesday Jun 26, 2019
Wednesday Jun 26, 2019
To invest like a PRO, you have to start looking at your portfolio differently.
In part two of this mini-series, Mark Pearson discusses the 4 R’s of investing like a PRO: renters, risk, reliability, and return benchmarks.
In this episode, you will learn:
- Why it’s important to view your holdings as a partial owner in a business instead of as a renter of commingled funds
- Why you shouldn’t view volatility as a risk to your portfolio, but rather as an opportunity
- How to make decisions based on reliable predictions instead of emotions
- How to use historical return benchmarks to make decisions about future investments
- And more!
Tune in and learn about the R’s of investing like a PRO!
Resources: Nepsis | Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1
Wednesday Jun 12, 2019
Wednesday Jun 12, 2019
Who wouldn’t love to know how to invest like a professional? But in this case, PRO doesn’t stand for professional; it’s an acronym that defines a much different approach to the investing process.
In this episode, Mark Pearson begins a mini-series, explaining the “P” in the PRO acronym with four simple steps: portfolio holdings, price swings, predictions, and performance.
In this episode, you will learn:
- The importance of knowing what you own and why you own it, especially when it comes to judging volatility
- Why volatility shouldn’t be a bad thing if you are investing with clarity
- How investors view and compare performance in the scope of the portfolio
- Why it’s important to understand that you own a business, you don’t just invest in the stock market
- And more!
Tune in for the first part of a three-part series about learning to invest like a PRO!
Resources: Nepsis
Tuesday Apr 30, 2019
Tuesday Apr 30, 2019
When it comes to active vs. passive investing, there is a debate on Wall Street about which approach is most effective and which one will make you more money. But investing isn’t “cookie-cutter,” so can you really say that one option is better than the other?
In true invest-with-clarity fashion, Mark Pearson points out that “comparison is the thief of all joy.” In this episode, Mark revisits this topic to explain that in order to achieve full clarity in your investing, you must stop comparing dissimilar investing strategies.
In this episode, you will learn:
- How you can be both an active and passive investor, contrary to popular opinion
- What tax loss harvesting is and how to use it to your advantage
- Why cost is not just a fee you pay
- Why you need to understand that the movement of stocks up and down on a daily basis is entirely irrational
- And more!
Tune in today to learn about active vs. passive investing and how to use them together to fully invest with clarity!
Resources: Nepsis
Friday Apr 26, 2019
Friday Apr 26, 2019
In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?
In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.
In this episode, you will learn:
- What robo-advisors are and how they function
- How robo-advisors function more as fiduciaries than commissionable advisors
- Why many investors are moving to algorithmic investing
- What closet-indexing is and how it's affecting your portfolio
- And more!
Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.
Resources: Invest with Clarity
Friday Mar 29, 2019
Friday Mar 29, 2019
As an investor, you’re not investing in the market — you’re investing in businesses. So isn’t it time to start investing like a business owner?
In this episode of Invest With Clarity Podcast, Mark Pearson explains how to do just that while placing an uncompromising focus on what it means to invest with clarity.
In this episode, you will learn:
- Three easy ways to start thinking like a business owner when it comes to investing
- How having conviction and confidence in your investments will lend to your success
- The importance of persistence and perseverance in clarity, instead of allowing emotions to make decisions for you
- Why it’s essential to have a clear vision of your goals when working with investments
- And more!
Tune in today to learn how to invest like a business owner — with clarity!
Resources: Nepsis | The Power of Clarity
Wednesday Mar 13, 2019
Wednesday Mar 13, 2019
Did you know that long-term investors are actually taking an active — not passive — approach to investing?
In this episode of Invest With Clarity Podcast, Mark Pearson discusses active versus passive practices to help you decide which investment strategy is right for you.
In this episode, you will learn:
- The differences between active trading and passive investing, and when each approach is most effective
- Why it’s important not to panic when certain stocks drop, even by large numbers
- How volatility creates opportunity
- The importance of investing with clarity
- And more!
Get clarity around active trading versus passive investing in this episode of Invest With Clarity Podcast!
Resources: Nepsis
Sunday Mar 03, 2019
Sunday Mar 03, 2019
There are so many investment opportunities available that it can be hard to know which ones to take.
In this episode, Mark Pearson compares separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs) to help you make decisions based on clarity.
In this episode, you will learn:
- The respective differences, benefits, and downfalls of SMAs, mutual funds, and ETFs
- Why Nepsis works primarily with SMAs
- The four basics of SMAs and how they work
- How SMAs are impacted by fluctuations in the market
- And more!
Tune in and discover the ins and outs of SMAs, mutual funds, and ETFs!
Resources: Nepsis
Wednesday Feb 13, 2019
Wednesday Feb 13, 2019
In today’s episode, Mark Pearson talks about a dramatic shift in the structure of his company, Nepsis. Mark explains that their core concept of ultimate clarity is so strong that the company has decided to hire and train advisors in the “Nepsis way.”
In this episode, you will learn:
- About the tools, resources, and processes that Mark and his team have developed to differentiate Nepsis in the marketplace
- How you can get involved in Nepsis as a financial service professional
- What sets Nepsis apart from similar companies
- How advisors AND investors benefit from the “Nepsis way”
- And more!
Tune in now to learn exciting news about Nepsis and discover where you might fit in!
Resources: Nepsis | Invest with Clarity Stress Test