Episode #167

20/20 Money Episode #167 – Pursuing a better investment experience and philosophy with Eric Nelson

January 17, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Eric Nelson, CFA (@ServoWealth). Eric is the found of Servo Wealth Management, a fee-only RIA located in Oklahoma City, OK.

Eric and I share very, very similar investment philosophies in the way we manage client portfolios and I wanted to have him on the show to talk through how investors can think about their own investment philosophy. We talk about the degrees in which one can change their philosophy and approach to investing, why we believe (and the data overwhelmingly shows) that there’s more return to capture in the markets than just investing in the S&P 500 (though it’s a great start), and many other data-driven ideas.

Today’s quote comes to us from Jerry Colonna’s conversation on the Tim Ferriss Show: “How have I been complicit in creating the conditions I say I don’t want?”

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Eric Nelson.

Callan Chart 2020

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