Invest Smarter: Understanding Modern Portfolio Theory and More

In order to produce the podcast and keep content up free for you, I work with partners so this post may contain affiliate links. Please read my full disclosure for more info.

Looking for a smarter way to plan for retirement? Nick, Divvy Investments founder, comes on the podcast to answer your biggest investing questions! 

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What You Need to Know About Investing

I’ve been writing and (now podcasting) about personal finance and over the years I’ve received plenty of questions about money.

One popular topic is retirement.

While it may not be a day to day concern with many couples trying to juggle family, work and more, it doesn’t mean they’re not worried about it.

Today we’re going to answer your big investing questions.
As you may or may not know I’m not a financial expert. I started Couple Money as both a way to hold us accountable and connect with others on the same journey.

I’m a big believer in educating yourself with finances. No one is going to care about your finances like you do. Being knowledgeable helps you to protect yourself from making huge money mistakes.

But I’m not against learning from others and tapping into their expertise. So to get into the details with investing, I’ve recruited some help – Nick Bradfield, Divvy Investments founder.

Hope you enjoy!

Subscribe to Couple Money Podcast via iTunes, Stitcher, or copy this link to use with a podcatcher of your choice. You can also find me hanging out on Twitter and Facebook!

investing questions answered couple money podcast

Investing, Modern Portfolio Theory, & More

If you’re in the Raleigh/Durham area, COIN & Divvy are hosting an Investing Workshop series.

It’s a free four part personal finance and investing seminar that covers budgeting, self-employment finances, portfolio allocation and more.


  • August 24th   10:00- 11:30  Finance Basics
  • August 31st   10:00- – 11:30  Robo vs human
  • September 7th   10:00 – 11:30  Owner/Operator
  • September 14th   10:00 – 11:30  What can I do to get prepared?

The Frontier – 800 Park Offices Drive, Triangle, NC 27709 – RSVP here! 

Thank You to Our SupportersLooking for a smarter way to plan for retirement? Nick, Divvy Investments founder, comes on the podcast to answer your biggest investing questions!

This episode is brought to you by Coastal Federal Credit Union.

If you’re sick and tired of being treated like a number by your bank, come over to the credit union side where you’ll be a member.

Coastal has been proudly serving its members, including me, for almost 50 years. They’re based in Raleigh, NC and provides service to members worldwide. Their network of 50,000 surcharge-free ATMs and 3,400 shared branches means you’ll always have access to your cash when you need it.

So if you’re ready to learn more and switch, please visit Coastal!

Support for this podcast also comes from Divvy Investments. If you’re looking for an easy way to help keep your portfolio on target for retirement without having to link your accounts to yet another service, check out Divvy.

Listeners can get a 10% discount; use the coupon code, “Couplemoney”.

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime.

QUESTION OF THE DAY: What’s your investing strategy?

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