The Business Credit and Financing Show

Listen to our podcast on iTunes..


Douglas Stone: How to Avoid Traps and Build a Financial Portfolio in Recession

Douglas Stone is a wealth management advisor who left his gig at a major wirehouse just a few years in once he realized that his industry wasn't helping its customers. He became an independent advisor and has been committed to helping clients (especially business owners) make the best financial decisions ever since.

In his bestselling book, Navigate the Investment Jungle: Seven Common Financial Traps and How to Sidestep Them, Douglas is teaching the common financial mistakes he's seen too many clients make. As he points out in the book, most people don't even realize they've fallen into these traps! Ex: Many folks think that because they have a financial advisor and look over the reports that they're in good shape, but Douglas says that's a huge trap! In reality, many advisors don't have a fiduciary duty to their clients and therefore might not have your best interests in mind.

During the show we discuss: 

● Common financial mistakes business owners and clients usually make

● Modern Portfolio Theory

● How Covid-19 exposed the flawed assumptions of Modern Portfolio Theory

● The flawed assumptions

● Financial model to take risks on

● Common financial traps

● Why people fall into financial traps

● How to prevent financial traps

● Why the institutional model is better than Modern Portfolio Theory

● How to find the best advisor

● Why work with a fiduciary

● How companies benefit from Captive Insurance

● How to track a wealth

● Wealth management services/products to look for

Show resources:


FREE Business Credit and Loan Consultation

Enter your information for your no-cost business credit & loan consultation! (Value $199)



We are passionate about helping our clients secure business credit and financing, and offering both as a service. Of course, we’re going to have great things to say about our company because we think what we do and how we do it is pretty awesome. What really matters is what our clients have to say, so click below to hear from some of our customers who we live to serve.
CS Pam Cappucio testimonial min - Pam Cappucio

Pam Cappucio

Credit Create
Palm Beach, FL

Hi I’m Pam Cappucio with Credit Create. I’m here to tell you I’ve been an entrepreneur since about 1992. …

Steven Granados - Steven Granados

Steven Granados

Firm Credit Solutions
Huntersville NC

Hello, I’m Steve Granados and I just wanted to thank the Business Finance Suite for helping me out with m …

Stephen Leifer - Stephen Leifer

Stephen Leifer

New You Credit Repair
Boca Raton FL

Hi. I’m Stephen Leifer, New You Credit Repair, Boca Raton Florida. I have added the business credit suite …

Rick Sax 1 - Rick Sax

Rick Sax

Rick Sax Inc
Lauderdale FL

Hello my name is Naryan Dindiel and my B=business is Rick Sax Inc. and I’m giving a video testimonial for …