Creating Richer Lives: Recent Episodes
Karl Eggerss
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
October 19, 1987. The Dow fell 22.6% in a single day. It's still the worst day in the history of the American stock market, nearly double the worst day of the 1929 crash. And here's the part almost nobody remembers: the market finished that year up.
In this first episode of the History of Money series, Karl Eggerss walks through what actually happened on Black Monday. Why an expensive market, rising interest rates, and a currency fight set the stage. How a strategy called "portfolio insurance", sold to pension funds as a way to protect against losses, became the thing that turned a correction into a collapse. What the Federal Reserve did on Tuesday morning, when the real danger wasn't falling prices but a financial system that was close to seizing up entirely. And why an investor who simply did nothing that day was made whole within a couple of years.
But this isn't a tidy story, and Karl doesn't tell it that way. Plenty of people were genuinely ruined in 1987, almost all of them investors who had borrowed money. The circuit breakers created afterward are still debated today. And the underlying condition that caused the crash, automated selling that feeds on itself, arguably exists in greater volume now than it did then.
A look at the difference between a bad day and a bad outcome.
The richest man in the world, Elon Musk, just told The Economist that money won't matter a decade from now. Not that it'll look different, but that it won't matter. And he laid out the mechanism: AI and robots producing more goods and services than humans can possibly consume, governments simply issuing money to people, and deflation instead of inflation because output grows faster than the money supply.
In this episode, Karl Eggerss takes the argument seriously rather than dismissing it. Also, he finds that part of it is textbook-correct and part of it falls apart the moment you push on it.
What we get into:
- Why technology really is deflationary, and the history that proves it
- The one thing robots can't manufacture — and why it breaks the whole prediction
- Baumol's cost disease, explained with a string quartet
- Why abundance is a production question and universal income is a distribution question
- What Keynes got right in 1930, and what he got completely wrong
- Five practical adjustments for planning in a split-price economy
The most likely version of the next decade isn't "money stops mattering." It's that ordinary goods keep getting cheaper while the scarce things like land, care, healthcare, time keep getting more expensive. That distinction changes how you plan.
There's a war in the Middle East, oil is spiking, tariffs are back, and Big Tech is spending like never before. If it all feels like Groundhog Day, that's exactly the problem. The market can shrug off any one of these headlines—and it has all year. But when they start pulling in the same direction, especially during the summer of a midterm election year, the rerun becomes something worth paying attention to. In this episode, we walk through why.
What if a stock went up over three years — and the fund designed to double its return still lost nearly half its value? That's not a hypothetical. It's happening right now, inside one of the fastest-growing product categories on Wall Street.
On this episode of Creating Richer Lives, Karl Eggerss pulls back the curtain on leveraged single-stock ETFs — the 2x and 3x funds tied to individual stocks that have exploded past $30 billion in just four years. Who manufactures these products, and why are they so profitable to run? What's actually inside them?
Karl breaks down the daily reset, walks through volatility decay with math you can do in your head, and explains why these funds are structurally required to buy high and sell low — every single day, by design. Then he zooms out to the bigger question: with $170 billion now sitting in leveraged and inverse products, is this forced end-of-day rebalancing making the entire stock market more volatile for everyone, even investors who would never touch these funds?
Whether you own one of these products, you've been tempted by one, or you just want to understand why the last hour of trading feels like a casino lately, this episode gives you the plain-English framework to see how the machinery really works.
In this episode:
- What single-stock leveraged ETFs are and who creates them
- How fund issuers get paid (and why launches keep accelerating)
- Total return swaps and the daily reset, explained simply
- Volatility decay: the math that erodes returns in choppy markets
- How end-of-day rebalancing can amplify market-wide volatility
- The narrow cases where leverage tools have a legitimate use
- Five takeaways for evaluating any leveraged product
Americans are on track to lose $250 billion gambling this year — and some of those same people say they'd never touch the stock market because "it's just gambling." On this episode of Creating Richer Lives, Karl Eggerss settles the question once and for all.
Karl breaks down the one-sentence difference between gambling and investing (it's arithmetic, not opinion), why time is your enemy at the casino but your greatest ally in the market, and the honest part, how plenty of people really are gambling with stocks without realizing it. He shares the tell-tale signs your "investing" is wearing the wrong name tag, plus three practical steps to make sure your money is playing a game you can actually win.
On this episode:
- The new stat: $250 billion in gambling losses, up 60% in five years
- Negative-sum vs. positive-sum: the whole debate in one sentence
- "I know someone who lost everything in the market" — what really happened
- Gamblers concentrate, investors diversify: the dividing line is the approach, not the asset
- Three steps to audit your portfolio for gambling in disguise
Not sure which side of the line your own portfolio sits on? Reach out at info@creatingricherlives.com — the first conversation is just that, a conversation.
If you enjoyed this episode, follow Creating Richer Lives wherever you listen and share it with someone who has a betting app on their phone but no retirement account.
Jeremy Grantham just called this the most expensive U.S. stock market in history and warned of a potential 70% decline — on the same day the Nasdaq has been up huge the past year. So who's right: the legendary bear, or the tape? This episode argues the answer is "both," and that the real skill isn't picking a side — it's managing risk so you can ride a momentum market and step aside before the big fall.
We break down why "right and early is still wrong," and lay out a practical framework that blends fundamental and technical analysis: let valuation tell you how big the risk is, and let price action tell you when it's actually happening.
In this episode:
- What Grantham said on CNBC — and why the interviewer's pushback matters
- The permabear trap: how being right at the wrong time costs you real money
- The two ways to be wrong in a momentum market (the wipeout vs. the years of missed gains)
- Why fundamentals measure the size of the risk, not the timing
- How technicals give you a rules-based exit instead of an ego-based guess
- A simple two-layer framework: fundamentals set your risk budget, technicals trigger your exit
- What to do right now when valuations scream "expensive" but the trend is still up
What if the U.S. government were just a family sitting at your kitchen table? In this episode, we shrink the entire federal budget down by a factor of 100 million and meet a family that earns $52,000 a year, spends $70,000, and already owes $390,000 — with nearly one of every five dollars they earn going straight to interest. Then we reveal who that family really is.
From there, we unpack the real story behind the $39 trillion national debt: where it came from (the last federal surplus was all the way back in 2001), what today's record interest costs mean for the broader economy, and — most important — what it all means for your investments and the richer life you're building. No fear-mongering, no politics, no jargon — just a clear, honest look and five level-headed moves you can actually use.
In this episode:
- The $390,000 family at the kitchen table
- Deficit vs. debt — what they actually mean
- How we got here: the last surplus was 2001
- What it means for the U.S. economy
- What it means for YOUR investments
- Five level-headed moves you can make
- Wrap-up
On June 12, 2026, Elon Musk officially became the world's first trillionaire after SpaceX's record-shattering IPO. But here's the uncomfortable part: he built that fortune by breaking the most repeated rule in personal finance. He never diversified. He bet everything — twice — on companies he controlled.
In this episode, I unpack what that actually means for your money. We walk through Musk's all-in playbook, from the $180 million PayPal payout to nearly going broke in 2008, and confront an uncomfortable truth: nobody ever got on the Forbes list with a diversified portfolio. Then we visit the graveyard nobody talks about — the thousands who made the same bet and lost everything — and break down the three advantages Musk had that you and I don't.
You'll leave with a clear framework: when concentration makes sense, when diversification is non-negotiable, the one concentrated bet you already own (and should double down on), and how to size a "conviction bet" without putting your family's plan at risk.
What we cover: The SpaceX IPO and what a trillion dollars actually looks like. The all-in playbook: PayPal to near-bankruptcy to history. Why diversification will never make you rich — and isn't supposed to. Survivorship bias: Enron, dot-com, and the losing tickets history forgets. Concentrate to build, diversify to keep: what this means for you
Questions about your own portfolio's hidden concentration? Book a conversation by emailing me at info@creatingricherlives.com.
Disclosure: This episode is for educational purposes only and is not personalized investment advice.
If you've been hearing the term "IPO" everywhere lately, there's a reason — and it's a big one. In this episode, Karl Eggerss breaks down everything you need to know about Initial Public Offerings in plain English, no finance degree required.
With 152 IPOs already hitting the U.S. market in 2026 and companies worth a combined $3 trillion potentially going public this year — including SpaceX, OpenAI, Anthropic, Stripe, and Databricks — this may be the most important IPO conversation of the decade.
In this episode, you'll learn:
- What an IPO actually is and how the process works
- Why investors get so excited when a big IPO drops
- The hidden risks most headlines skip over — including the lockup cliff
- Why the average company going public in 2025 was 12 years old — and what that means for growth potential
- What 2026's IPO boom could mean for the broader stock market
- How midterm year volatility could collide with a historic wave of new listings
Whether you're a first-time investor or a seasoned one, this episode will help you cut through the hype and make smarter decisions when the next big name goes public.
Inflation is running hot — but if you own a diversified portfolio or significant assets, you may barely be feeling it. In this episode, we break down the wealth effect: the powerful financial force that's shielding asset owners from rising prices while those without investments feel every penny. If you want to understand why your financial reality may look nothing like what you're hearing in the news — and how to make sure you stay on the right side of that divide — this episode is for you.
Show Topics
- Inflation Reality Check
- The Wealth Effect
- K-Shaped Economy
- Record Highs
- Your Action Plan
Markets remain resilient despite rising interest rates, higher oil prices, and inflation concerns, largely supported by strong earnings growth and optimism around AI and technological transformation. However, speculative behavior, IPO activity, and "mania" in certain sectors suggest increased risk and the potential for volatility ahead. In this episode, Karl emphasizes that having a sound investment thesis isn't enough—investors must understand how assets actually behave, including correlation and diversification within a portfolio. Show Topics * Market resilience persists * AI mania risks * Earnings justify growth * Correlation matters * Discipline
Markets are hitting new highs, but beneath the surface, signs of speculation and complacency are growing as some investors begin treating stocks more like a casino than a long-term investment. With rising interest rates, elevated valuations, and uneven market participation, the current environment may be more fragile than it appears. In this episode, Karl Eggerss breaks down what's really driving the rally—and why disciplined risk management matters now more than ever. Show Topics * Market highs, rising risks * Investing vs. speculation * Interest rates rising * Narrowing market leadership * Importance of diversification
In this episode, Karl Eggerss shares the story behind Creating Richer Lives, why it began after the 2008 financial crisis, and how decades of market experience shape the way he views today's investing landscape. He explains why recent market strength requires caution—especially with profits, valuations, and speculative behavior stretched to extremes. Karl also delivers a timely warning on the rise of scams and cyber threats, offering practical reminders to slow down, stay disciplined, and protect both your money and your personal information. Show Topics * The History of Creating Richer Lives * Market extremes * Disciplined Investing * Cyber Security Warnings
On this episode, Karl Eggerss explains how the stock market staged a powerful rebound in April—one of the strongest Aprils on record—despite war headlines, higher oil prices, and rising interest rates, largely driven by improving corporate earnings expectations. Karl cautions that while momentum is strong, valuations are stretched, inflation pressures persist, and speculative behavior remains evident in parts of the market. The key message is to stay disciplined and diversified, participating in growth while maintaining risk management rather than making all‑or‑nothing market bets. Show Topics * An April to Remember * Earnings Momentum * Valuation Risk * Inflation Pressure * Risk Management
On this episode, Karl breaks down the market's sharp rebound after a volatile stretch driven by war headlines and shifting investor sentiment. He explains why the recent rally has been strong but still somewhat uneven, and why investors should avoid making emotional moves or abandoning their long-term strategy. Karl also highlights that corporate earnings and guidance remain solid, even as uncertainty around oil prices, interest rates, and the broader economy continues.
Show Topics
- Market rebound
- Avoid emotional moves
- Rally quality concerns
- Stay diversified
- Earnings remain strong
On this episode, Karl Eggerss shares his latest take on the financial markets and outlines a disciplined approach to avoiding the emotional whipsaw of today's volatile, headline-driven environment. And since it's Masters week, he uses the game of golf to offer a fresh way to think about building and managing your portfolio. Show Topics * War * AI * Interest Rates * Golf
Markets took another hit this week as war headlines, rising oil prices, and a jump in volatility kept investors on edge. Karl walks through what's actually been working — energy, commodities, and a few defensive pockets — while most of the market, including tech, bonds, and international stocks, has struggled. He closes with a reminder that this kind of selloff is often driven by headlines first and fundamentals later, which is why patience and diversification still matter.
Show Topics
- Rising oil
- Volatility spike
- Rate pressures
- Diversification lessons
- Navigating Market Volatility Wisely
In this episode of Creating Richer Lives, host Karl Eggerss breaks down today's turbulent markets, noting the heightened "whipsaw" risk as investors react to conflicting signals. He emphasizes the importance of distinguishing between following the news and following the actual price action, reminding listeners that headlines often lag behind what the market is already signaling. Eggerss also discusses the economic crosscurrents created by rising oil prices, the effects of artificial intelligence, and the widening divide between high earners benefiting from the wealth effect and lower-income households struggling with inflation.
Show Topics
- Reading Markets Beyond Headlines
- Oil Prices and Inflation Pressures
- AI's Impact on Investing
- Understanding the Wealth Divide
- Navigating Market Volatility Wisely
In this episode of Creating Richer Lives, Karl Eggerss steps back to assess how markets are reacting two weeks into the Iran war—and what investors should (and shouldn't) do next. He breaks down the surge in oil prices, rising interest rates, volatility, and why this market pullback has been far more measured than headlines suggest. Karl also explains the importance of diversification, position sizing, and rebalancing during periods of uncertainty, while highlighting where opportunities may be quietly emerging. A timely, level‑headed look at navigating volatility without overreacting. Show Topics: * War‑Driven Market Volatility * Oil Prices Surge * Rates Fail Diversify * Diversification Still Matters * Avoid Panic Decisions
This episode explores how parents can thoughtfully support their adult children financially in a world of high housing costs, rising interest rates, and tighter budgets. We'll discuss practical ways to help with big goals like buying a home or starting a business while preserving your own long‑term financial security. Listeners will walk away with strategies to set healthy boundaries, protect family relationships, and empower their kids to become financially independent.
Show Topics
- Big Oil Shock
- Helping Adult Kids Wisely
- Bank of Mom and Dad
- Support Without Enabling
- Boundaries With Grown Children
In this episode of Creating Richer Lives, Karl Eggerss uses a Jaws-style analogy to explain today's market—calm on the surface, but full of powerful forces moving underneath. While the major indexes appear to be treading water, real shifts are happening below the surface as money rotates between sectors amid changing interest rates, AI disruption, and geopolitical uncertainty. Karl breaks down how to separate real trends from noise and why resisting emotional, headline-driven decisions is critical. The takeaway: in a market like this, diversification, discipline, and strategy keep you from getting pulled under. Show Topics * Calm Surface, Hidden Risks * Market Rotation Beneath Headlines * Separating Noise From Trends * AI Disruption And Valuations * Discipline Over Emotional Investing
This episode tackles a question that sounds unusual but affects more people than you might think: what do you do with your money if you're not going to spend it all? We start with a quick market update—covering geopolitical risks, Fed uncertainty, and a major rotation beneath the surface of a relatively flat S&P 500—before diving into the real conversation about purpose and planning. Through a real client story, we explore intentional spending, philanthropy, and legacy planning, and why having a clear plan can help you maximize both your wealth and its impact while you're alive. Show Topics * Excess Capital * Market Rotation * Intentional Wealth * Spending Psychology * Purposeful Giving
In this episode of Creating Richer Lives, host Karl Eggerss welcomes Shawn Morris, CFP® back to the studio to break down the newly launched "Trump Accounts." They explain how these accounts work, including the government's $1,000 seed contribution, annual funding limits, tax treatment, and how parents, grandparents, and even employers can use them strategically. The conversation also explores how early investing can build long-term financial confidence for the next generation. Show Topics * Trump Accounts Overview * Government Seed Funding * Tax Planning Strategies * Generational Wealth Tools * Early Investing Benefits
In this episode of Creating Richer Lives, Karl Eggerss breaks down a whirlwind week in the markets—one marked by sharp sector rotations, a major milestone for the Dow, and surprising divergences beneath the surface. He explains why areas like consumer staples surged while software and momentum names struggled. Karl also explores whether AI fears are justified in the software space and what these shifts mean for diversified investors. He closes with practical guidance on positioning, profit‑taking, and why staying balanced matters in a rapidly changing market environment. Show Topics * Dow hits 50,000 * Value beats growth * Tech, software slump * Staples and banks surge * AI fears hit software
In this podcast episode, Karl Eggerss discusses President Trump's surprise nomination of Kevin Warsh as the next Federal Reserve Chair, which triggered a sharp market reaction—most notably a spike in the dollar and a steep selloff in precious metals. Karl explains Warsh's background, his reputation as a policy hawk, and why the pick caught markets off guard. Despite some higher one‑day volatility in certain areas, overall market indexes were mostly flat for the week, reinforcing the value of diversification. Show Topics * Fed chair nomination * Market reaction overview * Precious metals selloff * Commodity/inflation divergence * Diversification importance
This podcast episode explores how to evaluate life insurance when you're over 60, especially if you already own long‑held policies. Host Karl Eggerss walks through a real client case to show how rising insurance costs, cash value, and personal financial needs all factor into smart decision‑making. He explains why many retirees may not need insurance anymore—yet may still want to keep a policy for strategic reasons. The episode also outlines practical steps like reviewing in‑force illustrations, assessing coverage needs, and understanding options before making changes.
Show Topics
- Determining insurance needs
- Evaluating existing policies
- Rising insurance costs
- In‑force illustration review
- Keep, reduce, or cancel
This week's episode breaks down why paying off debt isn't always the smartest financial move—especially if the money comes from savings, investments, or retirement accounts. While wiping out debt feels good, the wrong payoff strategy can actually shrink your long‑term wealth and increase financial risk. We highlight common situations where debt payoff backfires and share smarter ways to decide when paying debt off truly makes sense. Show Topics * Why paying off debt can sometimes reduce long‑term wealth * How using retirement funds or savings to pay debt can backfire * The hidden opportunity costs of aggressive debt payoff * When paying off debt does make financial sense * A simple framework for smarter debt decisions
In this episode, Karl Eggerss breaks down the key economic and market developments shaping early 2026. He covers the sharp moves in the Venezuelan stock market, the renewed strength in energy stocks, and how recent federal policies under President Trump may influence housing affordability.
Karl also examines the latest sector rotation in the stock market and explores whether the shift has staying power. To wrap up the episode, he shares a personal story about meeting Warren Buffett as the legendary investor retired at the end of the year.
Show Topics
- 01:34 Market Movements and News Events
- 02:01 Venezuelan Stocks and Oil Prices
- 04:26 Housing Market and Government Policies
- 07:14 Market Update
- 11:07 Asset Allocation and Financial Planning
- 15:17 Personal Anecdote: Meeting Warren Buffett
- 17:48 Conclusion
In this final episode of 2025, Karl Eggerss takes a look back at what made this year so extraordinary for investors and markets. This includes some commentary on what were the outstanding areas of the market and what suffered. He also shares key considerations to keep in mind before making any trades in 2026. Plus, Karl offers a sneak peek into what's coming for the podcast in the new year.
The Federal Reserve's decision to lower its key interest rate this week wasn't shocking—but it was a relief. What does this move actually accomplish, and how might it impact you? We'll break it down.
Interestingly, the FOMC showed plenty of internal disagreement, but investors were united in their response—stocks surged after the announcement.
Plus, Karl spotlights a fascinating case: one stock that took 25 years to climb back to its dot-com bubble peak. Can you guess which one?
Show Topics:
- Federal Reserve
- Interest Rates
- Dot-Com Bubble
- Market Rotation
The Creating Richer Lives Podcast always encourages listener feedback. On this week's special episode, Karl Eggerss answer listener questions that he's accumulated the past few weeks. Plus, bond allocation by investors is at an 18-year low. Karl explains why this might be the case. He also discusses home ownership versus renting.
Show Topics
- Dry Powder
- REITs
- Portfolio Income
- Bond Allocation
- Rent vs. Buy
Stock market volatility has surged in recent days, and everyone seems to have a theory. Is the Federal Reserve to blame? AI stocks? Cryptocurrencies? Tariffs? Or maybe it's just end-of-year selling pressure? In this episode, Karl Eggerss breaks down what's really driving the turbulence and provides a roadmap for navigating the next few months. Plus, find out why your Thanksgiving dinner in 2025 is likely to cost significantly more than last year.
Show Topics
- AI Stock Meltdown
- Federal Reserve
- Volatility
- Cryptocurrencies
Structured notes are one of Wall Street's most complex—and often misunderstood—investment products. In this episode, we break down how they work, why big banks issue them, and what investors need to watch out for before investing. Are they a smart way to enhance returns and manage risk, or a trap hiding in plain sight? Tune in to learn the mechanics, the motivations, and the potential pitfalls behind structured notes.
Show Topics
- What structured notes are and how they're built
- Why major banks issue them and what's in it for them
- The potential benefits and risks for investors
- Key features to watch out for before buying
- Why they're issued at a discount but sold at par—and what that means for you
In this episode, we tackle one of the most common — and costly — dilemmas facing long-term investors: what to do with highly appreciated assets. Whether it's a stock that's grown 10x, a mutual fund from the 1990s, or an inheritance, the tax consequences of selling can feel paralyzing. But doing nothing is a decision too — and often a risky one.
What You'll Learn:
- What are embedded gains? Why long-held positions can become a tax trap — and how investor psychology plays a role.
- A decision-making framework: How to balance risk, return, and taxes when evaluating whether to sell, hedge, or hold.
- Downside protection without selling: Tools like put options and other strategies can be beneficial.
- Tax-aware strategies over time: Including capital gains budgeting, loss harvesting, charitable gifting, and donor-advised funds.
- Final takeaway: The goal isn't to avoid taxes — it's to control the timing and integrate tax, investment, and estate planning into one cohesive strategy.
In this episode, Karl dives into the importance of comprehensive financial planning and how it can help ensure you're not leaving money on the table—especially in light of new provisions in the "One Big Beautiful Bill" legislation. He explores timely topics such as changes to charitable contributions, the potential deductibility of automobile loan interest, and whether financing a car might be more beneficial than paying cash. Karl breaks down the reasoning behind these strategies and how they could impact your financial decisions.
The episode also covers a wide range of current financial topics, including:
- Social Security's cost-of-living adjustment for 2026
- Qualified Charitable Distributions (QCDs)
- Gold market dynamics
- Insights from a long-awaited economic report
Timestamps:
- 01:18 – Podcast Housekeeping and Announcements
- 01:50 – Social Security and Gold Market Updates
- 04:04 – Stock Market Insights and Strategies
- 06:56 – Comprehensive Financial Planning
- 09:09 – Client Case Studies and Tax Strategies
In this episode, Karl Eggerss breaks down the latest market action, spotlighting major moves in volatility, gold, and bank stocks. He dives into why diversification remains a critical strategy for investors and warns against the hidden risks of relying too heavily on cap-weighted funds. In fact, you might be surprised to learn that many mutual funds aren't quite what they seem.
01:09 Market Recap: Weekly Highlights 02:44 Sector Performance: Winners and Losers 04:28 Interest Rates and Market Trends 07:34 The Importance of Diversification 15:33 Understanding Your Investments
In this episode of Creating Richer Lives, host Karl Eggerss discusses the robust stock market resilience amid geopolitical and economic challenges. He talks about the economic factors influencing market behavior, such as interest rate cuts by the Federal Reserve and their impact on stocks and the wider economy. But, Karl emphasizes the importance of diversification and cautions against investor complacency, and helps listeners focus on strategic portfolio management. Additionally, he touches on the surge in precious metals and the fluctuating value of the US dollar.
01:16 Market Resilience and Recent Trends 02:45 Federal Reserve's Impact on the Market 04:28 Investor Sentiment and Market Complacency 06:06 Gold and Precious Metals Analysis 07:28 Market Volatility and Recent Events 12:34 Investment Strategies and Diversification 15:42 Conclusion and Final Thoughts
In this episode, host Karl Eggerss discusses the important considerations and steps involved in selling a family-owned business. He covers important considerations such as planning for the transition, understanding business valuation, cleaning up financial records, and preparing for discussions with potential buyers. 01:19 Family Business Windfall: Planning for the Future 02:04 Preparing Your Business for Sale 04:20 Valuation and Financial Preparation 07:50 Engaging with Investment Bankers 09:41 Navigating Offers and Negotiations
On this episode, Karl Eggerss explains the nuances of a commercial real estate investment. He stresses the key factors to consider when evaluating potential commercial real estate deals, including cap rates, net operating income (NOI), financing, and the different types of real estate investors. The episode also highlights the differences between commercial and residential real estate, the importance of doing thorough due diligence, and leveraging financial tools like cash-out refinancing.
02:13 Market Overview and Insights 04:27 Understanding Portfolio Risks 05:47 Introduction to Commercial Real Estate 08:43 Evaluating Commercial Real Estate Deals
In this episode, Karl Eggerss discusses recent economic indicators that might be suggesting a potential economic slowdown. Key topics include weaker inflation and employment data, which are contributing to decreasing interest rates and anticipated rate cuts by the Federal Reserve.
Eggerss explains that consumers are resisting inflation by choosing cheaper alternatives or reducing spending, causing companies to absorb some costs. He also discusses implications for investments, noting that market conditions are currently favorable as the Fed cuts rates while profits remain strong.
01:37 Economic Indicators and Market Response 04:21 Impact of Tariffs on Consumers 06:51 Investment Strategies in a Changing Market 11:36 Challenges and Opportunities Ahead 13:04 Conclusion and Final Thoughts
In this podcast episode, host Karl Eggerss delves into the psychology and pitfalls of lottery winnings, sharing stories of past lottery winners who faced financial and personal challenges post-win. Furthermore, he highlights the need for better financial literacy to prevent economically disadvantaged individuals from relying on lotteries as a financial plan.
Also, Karl gives un update on the weak jobs data and what lower interest rates mean for you and your portfolio.
01:58 Market Update and Interest Rates 06:44 Investment Strategies and Diversification 10:34 The Lottery Phenomenon 14:43 Real-Life Lottery Winner Stories 16:51 Financial Literacy and Education 18:30 Conclusion and Final Thoughts
In this episode of Creating Richer Lives, Karl Eggerss explores the implications of the U.S. government's recent investment in Intel, analyzing both the pros and cons. Eggerss also delves into market trends, particularly the recent stock market rotation. He'll explain what it is and why it's happening. 01:51 Market Overview and Federal Reserve Actions 03:09 Stock Market Trends and Valuation Concerns 06:55 Investment Strategies and Diversification 11:51 Government Investment in Intel 13:18 Pros and Cons of Government Stake in Companies
In this episode of Creating Richer Lives, host Karl Eggerss discusses the necessity of financial planning, especially as one approaches or enters retirement. Starting with a useful tip on the retirement savings lost and found database, Karl delves into a recent consultation where a couple pondered whether they needed a financial advisor.
Through a comprehensive analysis of their financial situation, Karl illustrates the various areas where professional guidance can add value, such as investment allocation, tax strategies, and long-term financial goals. He emphasizes that financial planning is a dynamic process that requires ongoing adjustments to optimize outcomes for various life stages.
01:49 Secure Act 2.0 and Retirement Savings 03:26 Do You Need a Financial Advisor? 04:57 Optimizing Your Financial Plan 10:07 The Importance of Financial Planning 13:47 Adapting to Life Changes
In this episode, we explore President Trump’s recent executive order expanding 401(k) access to alternative assets like private equity, real estate, and cryptocurrencies. We dive into the pros, including potential for higher returns and greater diversification, and the cons, such as increased risk, higher fees, and complexity for everyday investors. Join us for a balanced discussion on how this policy could reshape retirement savings for millions of Americans.
Show Topics
- Factor Investing
- Momentum
- Tariffs
- 401(k) alternatives
The S&P 500 fell over 1.5% on Friday as investors became concerned that perhaps the economy is slowing. A weaker jobs report was the culprit. But, was it just profit taking after a historic run since the April lows or the beginning of a trend? Karl Eggerss explains.
Show Topics
- Jobs Report
- Tariffs
- Stock Market Selloff
- Risk Management
In this episode, Karl Eggerss explores the resilience of today’s financial markets, offering insights into investor behavior and market speculation. He emphasizes the importance of diversification, dynamic portfolio management, and strategic financial planning in navigating uncertainty.
Karl covers key topics such as international equities, cryptocurrencies, AI-driven investments, and interest rate trends, explaining how each can impact portfolio performance. He also stresses the need to adapt investment strategies to shifting market conditions and highlights how comprehensive planning can help optimize long-term returns.
02:31 Current Financial Market Overview 04:25 Investment Strategies and Portfolio Management 07:56 International vs. US Markets 17:37 Cryptocurrencies and Market Dynamics 24:52 Conclusion and Final Thoughts
In this episode of Creating Richer Lives, host Karl Eggerss dives into the details of the newly signed "One Big Beautiful Bill," outlining its key provisions and their implications. The bill permanently extends the 2017 tax cuts, increases standard deductions, enhances child tax credits, and introduces new deductions like no tax on tips and overtime pay, while also making significant changes to business and estate taxes. Eggerss emphasizes the importance of financial planning to leverage these changes, offering insights into how listeners can adapt their strategies to minimize taxes under the new law.
Podcast Topics
- Tax Bracket Changes: Permanent 2017 tax rates with inflation adjustments simplify income tax planning.
- Deductions Boost: Higher standard deductions and senior benefits reduce taxable income through 2028.
- Worker Incentives: New deductions for tips, overtime, and car loan interest support hourly workers.
- Business Benefits: Enhanced deductions and depreciation rules promote small business growth.
This episode examines how to achieve financial success by balancing investment complexity with strategies that align with your desired lifestyle. We explore why many are drawn to intricate investments like speculative assets or niche markets, often driven by the allure of quick gains, yet face increased stress and risk. The discussion highlights how simpler, diversified approaches may achieve similar financial goals with less hassle and greater clarity.
Join us to discover practical ways to streamline your financial decisions, prioritize life goals, and build wealth that supports the lifestyle you envision.
Show Topics:
- Balancing Invesment Complexity
- Lifestyle-Driven Wealth
- Avoiding Financial Overload
- Practical Simplification
In this episode, we dive into the compelling case for exploring international investing—especially in today’s evolving market environment. Backed by eye-opening statistics, we reveal how global markets can potentially enhance returns, reduce risk, and better position your portfolio for long-term success in a dynamic economic landscape. 🎙️ Podcast Show Topics 1. The Power of Diversification Discover how adding international stocks and bonds to your portfolio can potentially help reduce volatility and enhance long-term stability. 2. Global Value & Income Opportunities Explore why international equities currently offer attractive valuations and higher dividend yields—and what that could mean for your investment strategy. 3. Riding the Global Market Cycles Understand the historical patterns of international market performance and what past cycles can teach us about future opportunities.
Uncover the unseen power behind your everyday tech and global geopolitics in our latest episode on rare earth minerals. We'll demystify what these critical elements are, explore their surprising uses from smartphones to fighter jets, and explain why they're such a hot-button issue in US-China trade negotiations. Get ready to understand why these 'hidden heroes' are shaping the future of technology and international relations.
Show Topics
- What are Rare Earth Minerals: Their definition, why the name is misleading, and what makes them unique.
- Essential Uses: From electric vehicles and wind turbines to medical devices and defense systems.
- US-China Trade Dynamics: China's dominance in the supply chain, the leverage it provides, and the ongoing negotiation complexities.
This episode of "Creating Richer Lives" explores how to turn your significant home equity into usable cash flow, especially if most of your net worth is tied up in your home. We'll break down popular strategies like HELOCs, cash-out refinances, and reverse mortgages, explaining the pros and cons of each. Discover how to leverage your biggest asset for financial flexibility, but not before understanding the crucial considerations and potential risks involved. Tune in to learn how to make your home truly work for you.
Plus, what's going on with Elon & President Trump?
Show Topics
- Tapping home equity
- HELOCs, Refis, Reverse Mortgages
- Pros and cons of each
- Key questions before you borrow
- Making your home work for you
Thinking about a second home but not sure whether to rent or buy? This episode dives into the real-life trade-offs behind both options—beyond just the price tag. From lifestyle flexibility to long-term financial impact, we explore the questions that matter most. Whether you're dreaming of a beach house or just want a weekend escape, the decision isn’t as simple as it seems. Join us as we unpack the factors that could shape your next big move.
Show Topics
- Unpacks the pros and cons of renting versus buying a second home.
- Explores financial, lifestyle, and logistical factors that influence the decision.
- Discusses how usage frequency and location commitment play a role.
- Highlights potential investment opportunities and hidden costs.
- Helps listeners reflect on what kind of second-home setup fits their goals and lifestyle.
Phasing into retirement can be a scary life transition. But, it doesn't have to be at all. In fact, with a comprehensive financial plan and some discussion, you might be surprised how confident you will be pulling the trigger. On this episode, Karl discusses how retirement expenses can drastically fall without compromising lifestyle.
Show Topics
- Retirement Expenses
- Taxes
- Savings
- Tariffs
In this episode, we explore the timeless proverb "penny wise and pound foolish," uncovering its 17th-century origins and its relevantce to modern financial missteps. We discuss how focusing on minor savings can lead to costly mistakes, using real-world examples.
We offer practical tips to avoid these pitfalls and prioritize long-term financial health. Tune in to learn how small decisions can have big consequences!
Show Topics
- Financial Mistakes
- Inflation
- V-Bottom Stock Market
- International Stocks
In this episode, we delve into the intricate world of car buying, offering listeners a cautionary tale filled with real-life examples of what can go wrong and how to avoid common pitfalls. We'll explore the tactics dealerships use, how they interact with customers, and the strategies you can employ to secure the best deal possible.
We'll also cover the importance of understanding warranties, what they typically include, and how to ensure you're getting the coverage you need if you decide to get purchase one.
Whether you're a first-time buyer or a seasoned car owner, this episode is packed with valuable insights to help you navigate the car buying process with confidence and ease.
We'll also tackle the latest moves in the stock market and the news that was driving the financial markets this week.
Show Topics
- Car Buying
- Warranties
- Financing
- Stock Market Rally
The financial markets are experiencing unprecedented volatility, largely influenced by the latest headlines. This week, one listener posed a thought-provoking question: "Have we ever seen anything like this in the financial markets?" Karl Eggerss provides insightful answers and analysis.
Although the initial panic may have subsided, the big question remains: Are we on the brink of reaching the previous highs in the stock market? Karl explores this topic in depth, offering historical statistics and perspectives that could shed light on the current situation.
Show Topics:
- Tariffs: Understanding the impact of trade policies on market dynamics.
- Historical Precedent: Drawing parallels with past market events to help navigate the future.
- Volatility: Analyzing the causes and effects of market fluctuations.
- Asset Allocation: Strategies for managing investments in turbulent times.
In this week's compelling episode, Karl Eggerss guides listeners through the turbulent currents of the financial world, offering clarity.
He begins by unraveling the significance of a recent "death cross," a grim technical indicator, and its implications. The focus then shifts to the Federal Reserve, an institution under intense scrutiny, especially by President Trump. The President believes Chairman Powell is doing a poor job, and there's even been chatter of Trump removing him from his position. Karl rounds out the episode by tackling the vital distinction between hard data and soft data, highlighting the unprecedented divergence between the two. But, why?
Tune in for an episode rich with insights.
Topics:
- Death Cross
- China negotiating power
- Fed Chair Powell
- Hard Data vs. Soft Data
In this episode, Karl Eggerss dives into the current volatility affecting stocks and bonds, a level of instability rarely seen in recent years. He emphasizes that how you respond during these turbulent times can significantly impact the success of your financial plan.
Karl shares what he considers the most critical mistake investors make, offering timely information to help you avoid it. Additionally, he provides a comprehensive action plan designed to enhance your investment strategy.
Topics Discussed:
- Tariffs
- Extrapolation
- Volatility
- Bear Markets
The U.S. has announced new tariffs, prompting a dramatic sell-off in the stock market. This sharp decline in stock prices is reminiscent of the 2020 Covid bear market, highlighting the extreme volatility that, while unusual, is not unprecedented.
In this episode, Karl Eggerss delves into the complex and often messy process of negotiating trade agreements with other countries and examines the impact on your investment portfolio. Despite the challenges posed by large market drawdowns, Karl offers practical ideas for navigating the current environment, whether you're a young investor or more experienced.
Topics Covered:
- Tariffs
- Stock Market Corrections
- Asset Allocation
- Diversification
As the news flow continues to increase, so does the uncertainty. Whether it's consumers, investors, or policymakers, people are confused. That confusion has manifested into some volatility in 2025. On this episode, Karl Eggerss cuts through the noise to give listeners some encouragement and helpful tips to navigate this environment.
Karl delves into the current market sentiment, examining how investor emotions and consumer confidence are shaping financial decisions. He discusses the latest developments in tariffs and the sectors most impacted by these trade policies. The episode also covers recent thoughts out of the Federal Reserve and their implications for the economy. Finally, Karl provides some thoughts on asset allocation, with a discussion on balancing risk and reward in today's volatile market.
Topics Covered:
- Sentiment: Understanding the mood of the market and its influence on investment behavior.
- Tariffs: Analyzing the effects of recent tariff changes on global trade and specific industries.
- Federal Reserve: Insights into the Fed's latest thoughts and their economic impact.
- Asset Allocation: Practical tips for diversifying investments to manage risk in uncertain times.
On this special episode, Karl Eggerss dives into the wild ride investors have experienced in the stock market during this volatile week. If you thought 2024 was a rollercoaster, 2025 is shaping up to be an entirely different beast. From shifting inflation pressures to the looming impact of new tariffs, the financial landscape has transformed dramatically, leaving many investors wondering how to adjust. Karl unpacks the chaos—breaking down the key drivers behind this recent turbulence, including how inflation is reshaping expectations and what tariffs could mean for global markets. But it’s not all doom and gloom. Karl will also highlight the surprising areas of the market that are defying the odds and holding strong. Plus, he’ll share a critical insight: how a well-diversified portfolio can be your secret weapon to weathering the storm and minimizing volatility, no matter what the headlines scream. Topics Covered:
- Diversification
- Bear Markets
- Corrections
- Portfolios
#diversification #captrust #listen @CAPTRUST
In this episode, we explore why managing your portfolio with indicators is a better choice than relying on chaotic headlines and economic releases. Using recent real-world examples, we’ll reveal how indicators cut through emotional noise to provide clarity and discipline. Tune in to discover why data, not drama, is your portfolio’s best friend—and how to start leveraging it today.
Topics Covered:
- Tariffs
- Portfolio Management
#tariffs #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
Gold has been used for thousands of years and it's been a constant debate whether or not it belongs in an investment portfolio. If so, what's its role relative to other investments? Does it really provide a hedge? How does an investor value gold?
On this episode, Karl Eggerss explains the history of gold, how to think of it from a valuation standpoint, and some interesting facts about the shiny metal.
Topics Covered:
- Gold
- Inflation
- Asset Allocation
- Valuation
#gold #inflation #investing #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In recent months, there's been a lot of discussion about national debt and government waste. Fortunately, some of this waste is being cut down, potentially leading to refunds for American taxpayers. In this episode, Karl Eggerss breaks down how this program is expected to work and the likelihood of it coming to fruition.
Topics Covered:
- DOGE
- Refund
- 60/40 Portfolio Drift
#DOGE #refund #investing #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, we dive into the mysterious forces driving the recent surge in the stock market. Join us as we uncover the hidden factors behind the market's unexpected boost and explore how these elements are impacting investors and financial institutions. We'll break down complex economic concepts into simple, relatable terms, using analogies and real-world examples to make sense of it all.
Tune in to discover what's really behind the stock market's latest rally!
Topics Covered:
- Treasury General Account
- Government Shutdown
- Liquidity
#governmentshutdown #liquidity #investing #stocks #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, Karl Eggerss dives into the pros and cons of leasing a vehicle. Whether you're considering a new vehicle or just curious about your options, he breaks down the key factors to help you make an informed decision. Karl discusses the financial implications, the flexibility leasing offers, and how it compares to buying a car. Tune in to learn about the hidden costs, the benefits, and whether leasing is the right choice for you at various stages of life. Don't miss out on this comprehensive guide to car leasing!
Topics Covered:
- Vehicle Leasing
- Tariffs
- Stock Market
#leasing #tariffs #stockmarket #investing #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
Artificial intelligence is undeniably here to stay, promising to enhance many aspects of our lives. But what does this mean for our jobs? Could AI replace us? Could it replace Karl Eggerss? In this special episode, Karl delves into the distinctions between a financial advisor and a computer program. He examines the advantages and disadvantages, and discusses how we can coexist harmoniously with AI.
Topics Covered:
- Artificial Intelligence
- Financial Advisor
- Financial Advice
#ArtificialIntelligence #financialadvisor #financialadvice #AI #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, Karl Eggerss discusses the trend of investors chasing stocks due to FOMO (Fear of Missing Out). He emphasizes the importance of creating a solid financial plan that aligns with your long-term goals and risk tolerance. Additionally, Karl explores how to effectively measure your financial progress, which can be more complex than it appears.
Topics Covered:
- FOMO
- Asset Allocation
- Stock Market
#FOMO #assetallocation #stockmarket #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode of Creating Richer Lives, host Karl Eggerss delves into the world of factor-based investing. He explains the concept, highlighting how it differs from traditional strategies. Karl covers the main factors used in this approach, such as value, size, momentum, quality, low volatility, and dividend yield, providing real-world examples and their significance.
By understanding and leveraging these factors, investors can build diversified portfolios that aim to achieve specific investment goals while managing risk effectively.
Topics Covered:
- Factor Based Investing
- Diversification
- Stocks
#factorbasedinvesting #stocks #diversification #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, Karl Eggerss delves into the current extreme conditions in the market, examining the factors that have led to some near term volatility. While these conditions might initially appear to be purely negative, Karl uncovers the significant opportunities that lie beneath the surface, demonstrating how savvy investors can capitalize on these unique circumstances.
Plus, why do some people think interest rates are falling when they are actually rising? Karl explains.
Topics Covered:
- Stock Market Extremes
- Inflation
- Federal Reserve
- Artificial Intelligence
#stockmarket #inflation #AI #artificialintelligence #captrust #listen @CAPTRUST
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, Karl Eggerss reflects on another successful year for the stock market. As we close the books on 2024, he turns his attention to what lies ahead in 2025. Karl delves into the various pros and cons of the current economic environment, offering his insights for the upcoming year. He also shares practical strategies for navigating the markets amidst potential challenges and opportunities.
Topics Covered:
- 2024 Wrapped: A comprehensive review of the past year's market performance and key events.
- 2025 Outlook: Expectations for the new year, including potential market trends and economic factors to watch.
Join Karl for an in-depth discussion on how to approach investing in 2025, ensuring you're well-prepared for whatever the market may bring.
#2024 #2025 #investing #money
For topic suggestions or questions, e-mail info@creatingricherlives.com
This week, the Dow Jones continued its downward trend, marking a 10-day losing streak—the longest since 1974. However, as Karl Eggerss explains, the severity of the decline is not as alarming as it might seem. Tune in to this episode as Karl delves into the current state of the stock market, uncovers the true reasons behind the recent sell-off, and discusses what might lie ahead for investors.
Topics Covered:
- The Dow Jones
- 1974
- Inflation
- Feelings
#dowjones #1974 #interestrates #investing #money
For topic suggestions or questions, e-mail info@creatingricherlives.com
This week, the stock market experienced a bit of a stall, with the Dow Jones falling for seven consecutive days. Is this just a temporary pause before another surge, or are investors starting to worry about factors like rising interest rates? Interestingly, not all stocks are following this downward trend. Large technology stocks continue their impressive run. However, caution is advised. Karl Eggerss discusses why a prudent approach is always wise. Additionally, he explores why U.S. stocks continue to outperform international stocks.
Topics Covered:
- The Dow Jones
- Technology Stocks
- U.S. Stocks vs. International Stocks
- Federal Reserve
- Interest Rates
#techstocks #dowjones #interestrates #investing #money
For topic suggestions or questions, e-mail info@creatingricherlives.com
In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges.
Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to execute on the many ideas and promises that have been made.
Topics covered:
- Financial Planning
- Fallacies
- Stock Market Rally
For topic suggestions or questions, e-mail info@creatingricherlives.com
#financialplanning #stocks #fallacies #captrust @CAPTRUST
In the wake of the recent election, the world of cryptocurrencies has seen a significant surge, capturing the attention of investors everywhere. With this newfound interest, many are left wondering if now is the opportune moment to dive into the cryptocurrency market. In this insightful episode, Karl Eggerss takes a deep dive into the realm of cryptocurrencies, offering a comprehensive breakdown of what they are, how they function, and their potential as a viable investment option.
Topics covered in this episode include:
- Cryptocurrencies
- Asset Allocation
- Diversification
For topic suggestions or questions, e-mail info@creatingricherlives.com
#cryptocurrency #captrust @CAPTRUST
Join Karl Eggerss as he uncovers the investment advice of one of the world’s wealthiest individuals. This billionaire believes his widow should invest nearly all their fortune in a single type of investment. Tune in to find out who this influential figure is and what his recommendation entails. Remember, what works for a billionaire might not be the best choice for you and your family.
Topics covered in this episode include:
- Warren Buffett
- Asset Allocation
- Stocks
For topic suggestions or questions, e-mail info@creatingricherlives.com
#warrenbuffett #assetallocation #stocks #captrust @CAPTRUST
With the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward.
Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits.
Topics covered in this episode include:
- Election
- Investments
- Tax Changes
For topic suggestions or questions, e-mail info@creatingricherlives.com
#election #investments #taxchanges #captrust @CAPTRUST
In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing.
Topics covered in this episode include:
- Annuities
- TCJA
- Election
- Living Trusts
For topic suggestions or questions, e-mail info@creatingricherlives.com
#annuities #election #livingtrusts #TCJA #captrust @CAPTRUST
American stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times.
The subjects covered in this podcast are:
- Stock Market
- Diversification
- Financial Planning
- Asset Allocation
For more information, go to https://www.creatingricherlives.com
#stocks #financialplanning #diversification #captrust @CAPTRUST
Tax minimization is a key aspect of financial planning, yet reducing capital gains can be particularly challenging due to limited strategies. Recently, Opportunity Zone Investing has emerged as an effective method to address this issue. In this episode, Karl Eggerss delves into how these investments function and when they might be the right choice for you.
The subjects covered in this podcast are:
- Taxes
- Capital Gains
- Opportunity Zones
- Real Estate
For more information, go to https://www.creatingricherlives.com
#taxes #realestate #opportunityzones #captrust @CAPTRUST
While much of the United States is dealing with the destruction of two massive hurricanes and the subsequent cleanup, investors may have to prepare for their own storm in the next few months. While nobody knows what the future holds in terms of financial market performance, there are several steps investors can take today to prepare for volatility and begin to protect their portfolios.
The subjects covered in this podcast are:
- · Stock Market
- · Volatility
- · Hurricanes
- · Asset Allocation
For more information, go to https://www.creatingricherlives.com
#stockmarket #volatility #assetallocation #captrust @CAPTRUST
This week, all attention was on the jobs report, and it delivered some positive news. For the first time in several months, the employment situation is looking up. Investors reacted by snapping up stocks and offloading bonds. Interestingly, it’s not just the usual stocks on the rise; the market is expanding, which is a positive development. Additionally, China is making a comeback. In this episode, Karl Eggerss breaks down the recent changes in China.
The subjects covered in this podcast are:
- Jobs Report
- China
- Economy
- Estate Planning
For more information, go to https://www.creatingricherlives.com
#jobsreport #economy #China #estateplanning #captrust @CAPTRUST
While investing can have several risks, proper asset allocation can help reduce those risks over time. However, many investors have biases which leads to avoiding certain asset classes and heavily weighting others. This can cause extra volatility and perhaps poor long-term returns.
In this podcast, Karl welcomes guest Casey Keller, CFA to the podcast to discuss which area of the market may offer a long term opportunity and how to properly diversify.
The subjects covered in this podcast are:
- Asset Allocation
- Risk Management
- International Stocks
For more information, go to https://www.creatingricherlives.com
#internationalstocks #riskmanagement #assetallocation #investing #captrust @CAPTRUST
After several interest rate hikes by the most aggressive Federal Reserve in history, the cutting began this week. The Federal Reserve cut interest rates by 0.5%, which surprised some. But, some interest rates actually went up on that day.
Due to the large rally by the stock market on Thursday, it's causing some investors to have a fear of missing out. This FOMO is a recipe for disaster. Karl explains what to do in situations like these.
The subjects covered in this podcast are:
- Interest Rates
- FOMO
- Asset Allocation
- Financial Plans
For more information, go to https://www.creatingricherlives.com
#federalreserve #fomo #assetallocation #investing #captrust @CAPTRUST
Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning.
Additionally, in this podcast, a friend and colleague of Karl Eggerss is honored with a special award.
The subjects covered in this podcast are:
- Business Sale - Lifestyle, Legacy, Philanthropy - Harriet Helmle Award
For more information, go to https://www.creatingricherlives.com
#businesssale #financialplanning #investing #captrust @CAPTRUST
As the seasons shift, they bring both positives and negatives. Football enthusiasts, hunters, and fans of cooler weather welcome this change. However, for investors, September has traditionally been challenging, and this year is no exception. Yet, this doesn't imply the remainder of the year will follow suit. Karl delves into these topics in this episode.
The topics discussed in this podcast include:
- Seasonal Risk
- Economy
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#economy #federalreserve #investing #captrust @CAPTRUST
Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podcast, Karl Eggerss will explain ways to reduce that particular risk.
The topics discussed in this podcast include:
- Vintage Risk
- Diversification
- Dollar Cost Averaging
For more information, go to https://www.creatingricherlives.com
#vintagerisk #diversification #investing #captrust @CAPTRUST
It seems most investors when they retire want "mailbox money". But, is mailbox money all it's cracked up to be? On this podcast, Karl Eggerss explains why having too much income may be bad for your financial future. And, he'll help you think about how to diversify your portfolio.
The topics discussed in this podcast include:
- Mailbox Money
- Income
- Retirement Planning
For more information, go to https://www.creatingricherlives.com
#mailboxmoney #income #investing #captrust @CAPTRUST
Over the past few years, inflation and the Federal Reserve's response to it have been the primary concerns for most investors. However, there has been a recent shift in focus. In this episode, Karl Eggerss discusses the reasons behind this change. Additionally, he addresses how the market can swing from panic to recording the best week of the year. All these topics are explored in detail in this episode.
The topics discussed in this podcast include:
- Inflation - Stock Market Turnaround - The News and Stock Returns
For more information, go to https://www.creatingricherlives.com
#investing #captrust @CAPTRUST
If you didn't pay attention to the stock market this week, you might have missed it. There was a stock market that crashed and it was the second worst day in its history. On this episode, Karl Eggerss explains what it was, why it happened, and why doing nothing about it wasn't a bad idea. But, are we out of the woods? Perhaps not.
The topics covered in this podcast include:
- Stock Market Crash
- Carry Trade
- Economy
For more information, go to https://www.creatingricherlives.com
#stockmarketcrash #carrytrade #economy #investing #captrust @CAPTRUST
Investors have been attempting to predict the timing of the initial interest rate reduction by the Federal Reserve. Friday's disappointing employment report not only solidified the likelihood of an interest rate cut, but also raised the chances of a more substantial cut. Although the stock market experienced a challenging week, bond bulls have returned with vigor.
In this podcast, Karl Eggerss discusses his observations and strategies for navigating the potentially volatile upcoming weeks in the financial markets.
The topics covered in this podcast include:
- Interest Rates - Recession - Stocks
For more information, go to https://www.creatingricherlives.com
#recession #interestrates #stocks #investing #captrust @CAPTRUST
The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive buying and selling.
In this episode, Karl Eggerss offers insights on navigating such uncertain times in the market.
Topics discussed on this podcast:
- Election
- Small Cap Stocks
- Stock Market Rotation
For more information, go to https://www.creatingricherlives.com
#captrust @CAPTRUST
When looking for financial advice, have you been told "You need this" or "Read this pamphlet"? Oftentimes, salespeople are disquised as financial advisors pushing products to individuals and couples. Authentic financial advisors give advice and help individuals and couples achieve their financial goals. They don't try to sell products.
On this podcast, Karl Eggerss explains what real financial planning should look like and how you can achieve a better retirement without needless products.
Topics discussed on this podcast:
- Life Insurance
- Insurance Agents
- Annuities
For more information, go to https://www.creatingricherlives.com
#captrust @CAPTRUST
A weaker than expected inflation report caused one of the largest one day rotations in the stock market in a very long time. Was it really the CPI report that caused it or was the rotation inevitable? On this podcast, Karl Eggerss answer this. Plus, there are several considerations when determining when to claim social security. But, should it be different for high net worth individuals?
Topics discuss on this podcast:
- Inflation
- Small Cap Stocks '
- Stock Market Rotation
- Social Security
For more information, go to https://www.creatingricherlives.com
#smallcapstocks #socialsecurity #inflation #stocks #captrust @CAPTRUST
In "Starting Over: Finding Your Path After Divorce," we explore the emotional, practical, and financial challenges of rebuilding your life after a marriage ends. Join Karl Eggerss as he gives actionable steps to help you navigate this transformative journey. Whether you're dealing with the immediate aftermath, managing your finances, or looking to rediscover yourself and thrive, this podcast offers support, guidance, and inspiration for creating a fulfilling new chapter. Tune in to learn how to heal, grow, manage your money wisely, and embrace the opportunities that lie ahead.
Topics discuss on this podcast:
- Divorce checklist
- Financial Planning
- Closed End Bond Funds
For more information, go to https://www.creatingricherlives.com
#divorce #financialplanning #closedendbondfunds #captrust @CAPTRUST
In this episode, Karl Eggerss and his special guest Casey Keller, CFA, delve into the essential strategies for maximizing your tax benefits and saving money. They uncover hidden deductions, credits, and tips that can make a significant impact on your financial health. Whether you're filing as an individual, a business owner, or a freelancer, this episode will equip you with the knowledge to optimize your tax return and ensure you're not leaving money on the table.
Topics discuss on this podcast:
- Tax Returns
- Tax Planning & Strategy
- Financial Planning
For more information, go to https://www.creatingricherlives.com
#incometax #today #listening #captrust @CAPTRUST
We all try to get the best return for the least amount of risk. But, why? Is there a goal? It sounds strange, but if you don't have a plan, you could actually end up with too much money. On this podcast, Karl Eggerss explains why with proper planning, you can have intentionality and full optimize every dollar.
Topics discuss on this podcast:
- Net Worth
- Financial Planning
- Lifestyle, Legacy, Philanthropy
For more information, go to https://www.creatingricherlives.com
#today #listening #captrust @CAPTRUST
While it has been a tough few weeks for Karl Eggerss, it has revealed some lessons. On this episode, Karl shares his experience and why he is modifying his estate plan.
In addition, the stock market is starting to narrow and investors may be preparing for an economic slowdown based on their actions. Karl reveals the asset class that is starting to break out.
Topics discuss on this podcast:
- Estate Planning
- Medical Directives
- Bonds
- Economy
For more information, go to https://www.creatingricherlives.com
#estateplanning #medicaldirectives #today #listening #captrust @CAPTRUST
It's not the first time it has happened, But, this week, there was another flash crash. Originally blamed on the volatility in some of the meme stocks, it was later revealed a software glitch caused some well known stocks to drop more than 99% in just seconds. On this podcast, Karl Eggerss explains what happened and how it was resolved. Plus, a new stock exchange is coming to the lone star state.
Topics discuss on this podcast:
- Meme stocks
- Flash Crash
- Texas Stock Exchange
- Economy
For more information, go to https://www.creatingricherlives.com
#memestocks #texasstockexchange #today #listening #captrust @CAPTRUST
Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation?
In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis.
Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation.
Topics discuss on this podcast:
- Income Tax
- Tax Returns
- Tax Planning
For more information, go to https://www.creatingricherlives.com
#incometax #taxes #today #listening #captrust @CAPTRUST
While some investors are fearing the election, you wouldn't know it by their actions. The Dow Jones passed 40,000 for the first time ever this week and stocks continue to make new highs. On this episode, Karl Eggerss explains what's moving stocks and whether it will last.
Topics discuss on this podcast:
- Election
- Stocks
- Inflation
- Meme Stocks
For more information, go to https://www.creatingricherlives.com
#election #stocks #today #listening #captrust @CAPTRUST
Day trading has been around for decades. But, with technology and social media, many investors have pondered whether they should be day trading. On this podcast, Karl Eggerss examines whether day trading makes sense. Spoiler alert. It doesn't. Karl will also give you the real reason you hear about it so much.
Topics discuss on this podcast:
- Day Trading
- Investing
- Financial Literacy
- Fallacies
For more information, go to https://www.creatingricherlives.com
#daytrading #investing #financialliteracy #today #listening #captrust @CAPTRUST
While this podcast is almost 15 years old, there are listeners that may not know the origin of the podcast or the host, Karl Eggerss. On this episode, Karl explains what made him get into the industry in the first place, how he started the podcast, and why he's so passionate about teaching.
Topics discuss on this podcast:
- Education
- Financial Literacy
- Career Path
For more information, go to https://www.creatingricherlives.com
#education #financialliteracy #careerpath #today #listening #captrust @CAPTRUST
While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios.
Topics discuss on this podcast:
- Buying and selling stocks
- Election
- Federal Reserve
- Tax Returns
For more information, go to https://www.creatingricherlives.com
#stocks #election #federalreserve #today #listening #captrust @CAPTRUST
Many individuals are looking for a number. What's the number? It's a value of their overall portfolio they feel they need to get to in order to retire comfortably. Does that number exist?
On this podcast, Karl Eggerss explains that while there is a number, that number can and will change over time. Karl gives some items to consider in order build a comprehensive financial plan that will help achieve a more comfortable retirement.
Topics discuss on this podcast:
- Financial Planning
- Retirement
- The Retirement Number
- Geopolitical Risk
For more information, go to https://www.creatingricherlives.com
#financialplanning #retirement #retirementplanning #today #listening #captrust @CAPTRUST
On this episode, Karl Eggerss explains one of the best ways to be a successful investor. But, this investing technique can be overdone. Are you guilty? You'll find out on this podcast.
Topics discuss on this podcast:
- Investing
- Federal Reserve
- Interest Rates
- Rebalancing
For more information, go to https://www.creatingricherlives.com
#investing #rebalancing #today #listening #captrust @CAPTRUST
Due to some recent stronger than expected economic reports, there are some sectors and asset classes that are starting to shine. On this podcast, Karl Eggerss explains which ones they are and if there is a sea change happening. Plus, is your portfolio prepared for the next several months and not the previous several months?
Topics discuss on this podcast:
- Gold
- Energy
- Stock Rotation
- Portfolio Allocation
For more information, go to https://www.creatingricherlives.com
#gold #stocks #rotation #today #listening #captrust @CAPTRUST
A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.
On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions.
Topics discuss on this podcast:
- Roth IRA
- Roth Conversion
- Taxes
- Retirement Planning
For more information, go to https://www.creatingricherlives.com
#rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST
The bull market continues on and it has many questioning how long it will last. One year ago, an event that seemed bad at the time might have been the catalyst for extending the bull run. On this podcast, Karl Eggerss explains what it was and how to navigate the current environment.
Topics discuss on this podcast:
- Federal Reserve
- Banking Crisis
- M2
For more information, go to https://www.creatingricherlives.com
#M2 #bankingcrisis #today #listening #captrust @CAPTRUST
One of the worst combinations is when an economy is experiencing too much inflation and at the same time an economic slowdown. While it isn't here yet, Karl Eggerss explains why stagflation is something to potentially worry about.
Plus, most advisors have very little exposure to gold. Should they?
Topics discuss on this podcast:
- Inflation
- Stagflation
- Retail Sales
- Economy
- Gold
For more information, go to https://www.creatingricherlives.com
#inflation #stagflation #gold #today #listening #captrust @CAPTRUST
While there have been many technology companies reaching new highs recently, there are other asset classes also reaching new highs. It's been a while since these areas have shown this much strength. On this podcast, Karl Eggerss reveals the specifics.
Topics discuss on this podcast:
- Bull Market
- Market Rotation
- Bank Failures
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#bullmarket #today #listening #captrust @CAPTRUST
Imagine combining all the traits of the best investors of all-time and using those traits to your advantage. But, what are those traits? On this #podcast, Karl Eggerss welcomes guest Casey Keller, CFA to give us the answers and help you become a better investor.
Topics discuss on this podcast:
- Investing Legends
- Behavioral Finance
- Stock Market
For more information, go to https://www.creatingricherlives.com
#stocks #investinglegeneds #behavioralfinance #today #listening #captrust @CAPTRUST
Imagine your stocks not going up for 35 years. This is what investors in another country have experienced. Could it happen in the United States? On this podcast, Karl answers this question. Plus, is it possible to time the stock market? Tune in for the answer.
Topis discuss on this podcast:
- Timing the Market
- Buy and Hold
- Artificial Intelligence
For more information, go to https://www.creatingricherlives.com
#stocks #timingthemarket #buyandhold #today #listening #captrust @CAPTRUST
It's been said that to win championships, one needs a good defense more than a good offense. It might be the same when it comes to investing. Eliminating mistakes as an investor can likely improve long-term results.
Topics discussed on this podcast:
- Investing Mistakes
- Stocks
- Diversification
- Successful Investing
Get the list of 5 on this #podcast.
For more information, go to https://www.creatingricherlives.com
#investingmistakes #investing #investments #today #listening #captrust @CAPTRUST
It's no secret that international stocks have underperformed U.S. stocks for quite a while. This begs the question as to whether or not international stocks are even needed in a portfolio. Why have they underperformed? Will they keep underperforming? Karl Eggerss answers these questions on this #podcast.
Topics discussed on this podcast:
- International Investing
- Stocks
- Diversification
- Interest Rates
For more information, go to https://www.creatingricherlives.com
#internationalinvesting #internationalstocks #today #listening #captrust @CAPTRUST
While there are several signs of a strong economy, there are just as many indicators pointing towards a potential recession. This combination creates a very confusing environment for investors. On this podcast, Karl Eggerss explains why investors need a balanced portfolio with a risk management strategy.
Topics discussed on this podcast:
- Risk Management
- Jobs
- Recession
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#riskmanagement #today #listening #captrust @CAPTRUST
You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture.
Topics discussed on this podcast:
- Family Office
- Estate Planning
- Generational Wealth
- Legacy Planning
For more information, go to https://www.creatingricherlives.com
#familyoffice #today #listening #captrust @CAPTRUST
There has been much debate in our country about our future energy needs and the best way to fulfill those needs. Money and politics have been two key contributors to the debate. On this special podcast, Karl Eggerss welcomes Miles Murray, a Sustainability Tech Entrepreneur. He's currently the CEO of LOCOAL and has a new startup called Windchaser. Miles explains the differences between wind and solar, some of the obstacles, and the new solutions he and his company have come up with in this ever changing energy landscape.
Topics discussed on this podcast:
- Renewable Energy
- Wind
- Solar
- Battery Technology
For more information, go to https://www.creatingricherlives.com
#wind #solar #technology #renewableenergy #today #listening #captrust @CAPTRUST
We're all getting older and as we age, it's extremely important to have plans for what life might look like in the future. On this podcast, Karl Eggerss discusses the aging process and some things to consider from a financial planning standpoint.
Also on this episode, inflation is coming down, but perhaps not fast enough for Wall Street.
Topics discussed on this podcast:
- Longevity Planning
- Elder Care
- Inflation
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#longevityplanning #today #listening #captrust @CAPTRUST
On this week’s podcast, Karl Eggerss discusses “The Great Reset”. What is it? What is it’s origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode.
Plus, stocks and bonds started off the year on a sour note. Should you be concerned?
Topics discussed on this podcast:
- The Great Reset
- Federal Reserve
- Interest Rates
- Stocks
- Bonds
For more information, go to https://www.creatingricherlives.com
#TheGreatReset #today #listening #captrust @CAPTRUST
For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts.
Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024.
Topics discussed on this podcast:
- Beneficial Ownership
- LLCs
- Income Tax Changes 2024
- Financial Organization
For more information, go to https://www.creatingricherlives.com
#beneficialownership #llc #financialorganization #today #listening #captrust @CAPTRUST
The "everything rally" continued this week with several asset classes rising as 2023 is close to coming to an end. In fact, the Dow Jones hit an all-time high this week along with several stock indices around the world. The Federal Reserve pivoted, and investors loved it. Karl Eggerss explains why this is a goldilocks period for Wall Street. But, will it last?
Topics discussed on this podcast:
- Stock Market Rally
- Negative News
- Interest Rates
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#stockmarket #rally #interestrates #today #listening #captrust @CAPTRUST
Stocks can be bought and sold using several different methods. Some use technical analysis. Some use fundamental analysis. Which one is better? On this episode, Karl Eggerss explains how each method works and ultimately how he decides when to buy and sell various stocks.
Topics discussed on this podcast:
- Fundamental Analysis
- Technical Analysis
- Investments
- December Rally
- Bitcoin
For more information, go to https://www.creatingricherlives.com
#fundamentalanalysis #technicalanalysis #decemberrally #bitcoin #today #listening #captrust @CAPTRUST
When the stock market is fluctating, it oftentimes means our emotions are fluctating as well. On this podcast, Karl Eggerss discusses how to handle the emotional swings of being an investor. If you neglect those feelings, it could lead to a bad financial outcome. What type of investor are you?
Topics discussed on this podcast:
- Behavioral Finance
- Emotional Investing
- Charlie Munger
- Volatility Index
- Santa Claus Rally
For more information, go to https://www.creatingricherlives.com
#behavioralfinance #charliemunger #santaclauserally #today #listening @CAPTRUST
As a W-2 employee, sometimes you may feel there aren’t a lot of tax strategies available to you. However, that’s not necessarily the case. On this podcast, Karl Eggerss gives several ways you can potentially save on your taxes. As the end of the year is approaching, this is the time to take action.
Topics discussed on this podcast:
- Taxes
- W-2 Employees
- Charity
- Retirement Planning
For more information, go to https://www.creatingricherlives.com
#W-2 #taxes #charity #saving #retirementplanning #today #listening @CAPTRUST
The financial markets rocketed higher during the week because inflation is coming down at a fast rate. That sounds good, but what if it continues and ultimately means the economy slows too much? Karl Eggerss explains how to navigate a changing economy.
Also on this podcast, there are numerous conflicts of interest in the financial industry. An article was just published naming names with all the details.
Topics discussed on this podcast:
- Inflation
- Economy
- Interest Rates
- Conflicts of Interest
- “No Golf Ball Rule”
For more information, go to https://www.creatingricherlives.com
#inflation #economy #conflictsofinterest #investments #today #listening @CAPTRUST
With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers.
Topics discussed on this podcast:
- Housing Affordability
- Legacy
- Gifting Strategies
- Mortgages
- Estate Planning
For more information, go to https://www.creatingricherlives.com
#housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST
The October jobs report was released and it was a worse than expected number. In addition, August and September were revised lower as well. And yet, the stock market soared. Why? Karl Eggerss explains on this podcast.
Also on this episode, what does driving your car and exiting off the highway have to do with the economy?
Topics discussed on this podcast:
- Jobs
- Interest Rates
- Stock Market
- Recession
For more information, go to https://www.creatingricherlives.com
#jobs #recession #stockmarket #investing #today #listening @CAPTRUST
On this episode, Karl Eggerss explains why some people have so much influence that they can simply make a comment or tweet and investors react a certain way. Is it right?
Plus, how is your portfolio built? Is there any thought or intentionality or did it just happen?
Topics discussed on this podcast:
- Interest Rates
- Portfolio Construction
- Income
- Real Rates
For more information, go to https://www.creatingricherlives.com
#portfolioconstruction #investments #income #today #listening @CAPTRUST
On this podcast, Karl Eggerss explains how not having a plan could've caused him to have an outcome he didn't want. He walks listeners through the process of building a plan and then executing on it.
Plus, interest rates continue to rise and it continues to be a drag on both stocks and bonds.
Topics discussed on this podcast:
- Financial Plan
- Interest Rates
- Stocks
- Bonds
- Alternative Investments
For more information, go to https://www.creatingricherlives.com
#financialplan #interestrates #today #listening @CAPTRUST
A devastating attack on Israel is the latest reminder that geopolitical risk is one risk among many investors must deal with over their investing life. On this episode, Karl Eggerss explains how to deal with this risk and news events of the day that inevitably cause market volatility.
Topics discussed on this podcast:
- Israel
- News
- Risk Management
For more information, go to https://www.creatingricherlives.com
#Israel #riskmanagement #today #listening @CAPTRUST
The Labor Department released the September jobs report on Friday and it was hotter than expected. Initially, stocks sold off as the bears saw it as a potential sign that the Federal Reserve might continue to raise interest rates. But, stocks made a U turn and ended higher after investors digested the data which did also showed lower than expected wage growth.
If the economy can add jobs without cuasing more inflation, that would be a goldilox scenario. It's only one report, but the bulls won the day.
Topics discussed on this podcast:
- Jobs
- Economy
- Warren Buffett
- Gamestop
For more information, go to https://www.creatingricherlives.com
#jobs #warrenbuffett #gamestop #economy #today #listening @CAPTRUST
This week and quarter, the stock and bond markets grabbed the 2022 playbook and repeated it. Rising rates spooked investors along with a potential government shutdown. Karl Eggerss discusses this and why patience and diversification is warranted.
Topics discussed on this podcast:
- Government Shutdown
- U.S. Dollar
- Bonds
- Stocks
For more information, go to https://www.creatingricherlives.com
#dollar #governmentshutdown #stocks #today #listening @CAPTRUST
The Federal Reserve left interest rates unchanged this week, but are they close to the end? That is yet to be determined, but perhaps higher oil prices might impact their future decisions. On this podcast, Karl Eggerss discusses the Fed's future path and the impact on the economy and your portfolio.
Topics discussed on this podcast:
- Oil
- Interest Rates
- Economy
- Asset Allocation
For more information, go to https://www.creatingricherlives.com
#oil #interestrates #economy #investing #today #listening @CAPTRUST
Many retirees struggle with their cash flow and they may not be living their best retirement. On this podcast, Karl Eggerss discuss a place where many retirees may have hidden dollars. There are several techniques to find and use those dollars.
Topics discussed on this podcast:
- Retirement
- Cash Flow
- Retirement Planning
For more information, go to https://www.creatingricherlives.com
#retirement #cashflow #retirementplanning #today #listening @CAPTRUST
Many people have rental homes that were acquired in various ways. The question often comes up wehther or not that rental home is a good deal still and should it be kept or sold. It takes a lot of analysis to determine the answer. On this podcast, Karl Eggerss walks listeners through the steps to analyze a property.
Topics discussed on this podcast:
- Real Estate
- Rental Properties
- 1031 Exchange
- Mortgage Rates
For more information, go to https://www.creatingricherlives.com
#realestate #rentalproperties #1031exchange #mortgagerates #today #listening @CAPTRUST
Interest rates have skyrocked and because of this, many investors are now curious how to build a bond portfolio in conjunction with other types of income in their accounts. On this episode, Karl Eggerss answers a listener question about bonds and he gives a Bonds 101 session.
Topics discussed on this podcast:
- Bonds
- Bond portfolio
- Asset Allocation
- Income
For more information, go to https://www.creatingricherlives.com
#bonds #income #assetallocation #today #listening @CAPTRUST
August has not been friendly to the retail sector. Many are wondering if this is a sign the economy is weakening and on the verge of a recession. On this podcast, Karl Eggerss explains what he sees in the retail sector and the health of the overall economy. Jerome Powell also spoke on Friday and Wall Street was trying to get some insight into the Federal Reserve's next move.
Plus, is your car spying on you? Technology is helping the dealership know what's going on with your car, but is this a good thing?
Topics discussed on this podcast:
- Retail Stocks
- Economy
- Jerome Powell
- Mortgage Rates
For more information, go to https://www.creatingricherlives.com
#retailstocks #jeromepowell #mortgagerates #economy #today #listening @CAPTRUST
The stock market has pulled back from recent highs as investors digest higher interest rates, a bankruptcy in a Chinese real estate company, and updates on the health of the consumer. In addition, the stock market is entering into a seasonally weak time of the year.
On this podcast, Karl Eggerss discusses the state of the financial markets and gives an update on the latest moves by some of the largest investors in the world.
Topics discussed on this podcast:
- Chinese Real Estate
- Interest Rates
- Bonds
- Stocks
- 13F
For more information, go to https://www.creatingricherlives.com
#chineserealestate #interestrates #bonds #today #listening @CAPTRUST
For well over a decade, interest rates were near 0%. That’s not the case anymore. The Federal Reserve raised rates at a rapid rate in 2022 and 2023. This has both positive and negative repercussions. On this podcast, Karl Eggerss explains why and how short-term instruments like money markets are now an option in an investment allocation. In addition, paying off old debt may not be the best move.
Topics discussed on this podcast:
- Money Markets
- Cash
- Debt
- Interest Rates
For more information, go to https://www.creatingricherlives.com
#moneymarkets #interestrates #cash #debt #today #listening @CAPTRUST
Every investor wants the highest returns with the least amount of risk. But, we can't always have that. On this episode, Karl Eggerss discusses a way to build a portfolio that allows for risky investments with the goal of higher returns, while still maintaining the long term plan.
Topics discussed on this podcast:
- Risky Investments
- Alternatives
- Stocks
- Real Estate
- Portfolio Construction
For more information, go to https://www.creatingricherlives.com
#riskyinvestments #alternatives #portfolioconstruction #today #listening @CAPTRUST
Have you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term.
Plus, how do capital gains factor in your decision making process when it comes to selling an investment? Karl explains why sometimes it may be worth paying a capital gains tax.
Topics discussed on this podcast:
- FOMO
- Stocks
- Capital Gains
- Capitulation
- Valuation
For more information, go to https://www.creatingricherlives.com
#stocks #FOMO #capitalgains #capitulation #today #listening @CAPTRUST
Karl's guest this week is Justin Pawl, CFA, CAIA, CFP®. He recently wrote an article titled "Once Bitten, Twice Shy" discussing various issues that get between an investor and successful investing. The financial industry calls it behavioral finance.
Topics discussed on this podcast:
- Investing
- Biases
- Investor Confidence
- Homo Economicus
For more information, go to https://www.creatingricherlives.com
#stocks #investing #biases #behavioralfinance #today #listening @CAPTRUST
Do you think the stock market is about to drop? If so, what do you do with your stocks? Sell them, hold them, or change them? Karl Eggerss discusses the best ways to build a portfolio if you think rocky times are ahead.
Topics discussed on this podcast:
- Stocks
- Dividends
- Nasdaq Rebalancing
- Inflation
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#stocks #dividends #nasdaq #inflation #today #listening @CAPTRUST
It is believed the first mutual fund dates back to 1774. Since that time, a lot has changed including more ways for investors to gain access to the stock market. Are mutual funds outdated? Are they still useful? Do they still play a part in a portfolio? On this podcast, Karl Eggerss answers these questions in an educational episode.
Topics discussed on this podcast:
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks
- Diversification
For more information, go to https://www.creatingricherlives.com
#mutualfunds #ETFs #stocks #today #listening @CAPTRUST
The first half of the year is in the bag and it looks dramatically different than it did in 2022. The leaders have changed and the concentration of some big technology stocks have skewed some of the strength so far. On this podcast, Karl Eggerss goes through what has worked in the first half and what to look for in the second half of the year, including whether the rally can continue.
Topics discussed on this podcast:
- Technology stocks
- First half recap
- 4th of July
- Inflation
- Can the rally continue?
For more information, go to https://www.creatingricherlives.com
#FOMO #stocks #today #listening #technologystocks @CAPTRUST
On this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of investors who have learned bad habits and may have to learn a lesson the hard way. Karl shares the one way an individual can learn. Plus, how did you gain your wealth?
Topics discussed on this podcast:
- FOMO
- Meme Stocks
- Stocks
- Wealth Creation
- Financial Mistakes
For more information, go to https://www.creatingricherlives.com
#FOMO #stocks #today #listening #memestocks @CAPTRUST
On this podcast, Karl Eggerss discusses financial planning software, budgeting tools and apps, and whether or not they are necessary. Find out what he uses to track his expenses and what tools CAPTRUST uses for clients to not only track expenses, but do in depth financial planning.
Topics discussed on this podcast:
- Financial Planning
- Apps
- Budgets
- Federal Reserve
For more information, go to https://www.creatingricherlives.com
#budget #financialplanning #apps #retirement @CAPTRUST
On this episode, Karl Eggerss discusses whether or not the economy and the financial system is back to normal. After years of ZIRP (zero interest rate policy) by the Federal Reserve, interest rates are now much higher than in years past. This has changed the game.
Topics discussed on this podcast:
- Interest Rates
- Economy
- Federal Reserve
- Stock Market
- Recession
For more information, go to https://www.creatingricherlives.com
#recession #stocks #federalreserve #economy @CAPTRUST
On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?
Topics discussed on this podcast:
- Estate Planning
- Personal Statement to My Heirs
- Will
- Legacy
For more information, go to https://www.creatingricherlives.com
#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST
We all grew up hearing to only "live off the interest". Our parents and grandparents told us that was what we should do in retirement. In other words, never invade the principal. But, is that correct? Karl Eggerss discusses this concept on this episode. Are you short changing yourself by living off of the interest only?
Topics discussed on this podcast:
- Living Off The Interest
- Principal
- Retirement
- Interest Rates
For more information, go to https://www.creatingricherlives.com
#interest #principal #retirement #livingoffinterest @CAPTRUST
In the last 30 years, we've seen some big changes in the way we live and subsequently new investment opportunities. First, was the internet in the late 1990s. Then crypto currencies at the end of the last decade. Some got rich from these new inventions and some went broke. On this podcast, Karl Eggerss discusses the latest "big thing", artificial intelligence. Will it change our lives? Are there investment opportunities? This is answered on this podcast.
Topics discussed on this podcast:
- Artificial Intelligence (AI)
- Stocks
- Bubbles
- Crypto
- Internet
For more information, go to https://www.creatingricherlives.com
#artificialintelligence #AI #stocks #bubble #cdrypto @CAPTRUST
What do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market volatility on this episode. Plus, one of the biggest divergences in stock performance ever is happening right now. Karl explains.
Topics discussed on this podcast:
- Stock Market Losses
- Small Business Optimism
- Volatility
- Inflation
- Nasdaq
- FOMO
For more information, go to https://www.creatingricherlives.com
#inflation #Nasdaq #volatility @CAPTRUST
With interest rates rising rapidly and the Federal Reserve continuing their inflation battle, it's a good time to assess your debt. Should you always rush to pay off debt? It depends. Plus, another week and another bank failure. Karl Eggerss explains on this episode.
Topics discussed on this podcast:
- Debt
- First Republic
- Leading Economic Indicators
- Federal Reserve
- Interest Rates
For more information, go to https://www.creatingricherlives.com
#stocks #bonds #FederalReserve #banks @CAPTRUST
Despite any negative news, the stock market continues to move higher. But, not all stocks are participating. In fact, Karl Eggerss shares some surprising stats as to how many stocks are actually participating in the rally. Plus, Karl eplains how to turn a temporary loss into a permanent one.
Topics discussed on this podcast:
- FAANG Stocks
- FOMO
- Concentrated Stock Market
- Diversification
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#stocks FOMO #FAANG #investments @CAPTRUST
The debate over whether or not the stock market is efficient has raged on for years. On this episode, Karl Eggerss explains what the Efficient Market Hypothesis is and whether or not it actually exists in today's stock market. Karl gives a real example that proves his case.
Topics discussed on this podcast:
- Efficient Market Hypothesis (EMH)
- Stocks
- Real Estate Investment Trusts (REITs)
- IPOs
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#efficientmarkethypothesis #EMH #stocks #investments @CAPTRUST
There has a lot of chatter regarding the destruction of the dollar. Other countries have discussed creating their own reserve currency. What's the likelihood of this happening? What would be the impact on your life and your portfolio? Karl Eggerss invites Justin Pawl, CFP CFA back to the podcast to discuss.
Topics discussed on this podcast:
- Dollar
- International Stocks
- Interest Rates
- BRICS
- Diversification
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#dollar #BRICS #stocks #investments @CAPTRUST
It's Masters Week. The Super Bowl of golf. Being a golfer, Karl Eggerss has learned a lot over the years. And, one of the basic rules in golf to improve one's scores is to avoid the blow up holes. Karl takes this analogy and explains how to apply it when managing an investment portfolio.
Plus, what are some ways you can protect your portfolio? Karl gives some practical ways to do just that.
Topics discussed on this podcast:
- The Masters
- Options
- Stop Losses
- Diversification
- Gold
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#gold #stocks #bonds #diversification #options @CAPTRUST
The first quarter of 2023 is in the books. The financial markets are acting almost the complete opposite of 2022. Interest rates are falling, tech stocks are once again loved, investors are hoping that the Federal Reserve is almost done with their tightening cycle and the economy will have a "soft landing". But, what if that doesn't happen? Karl explains why he's still a little cautious.
Topics discussed on this podcast:
- Federal Reserve Balance Sheet
- Nasdaq
- FANG stocks
- IRS Scams
- Bear Market Rallies
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#IRSScams #investments #NASDAQ #stocks #bonds @CAPTRUST
The Federal Reserve did it. They raised interest rates...again, despite trouble in the banking sector. Janet Yellen, Treasury Secretary, gave the markets some mixed messages causing more volatility for investors. But, despite all of that, stocks eked out a gain for the week.
Topics discussed on this podcast:
- Janet Yellen
- Federal Reserve
- Diversification
- Stocks
- Bonds
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#FederalReserve #investments #stocks #bonds @CAPTRUST
While risk can be mitigated, it can't be avoided. On this episode, Casey Keller, CFA joins Karl Eggerss to discuss several types of risks that perhaps you are overlooking. They take a deep dive into some of them and how to reduce your overall risk.
Topics discussed on this podcast:
- Risk
- Silicon Valley Bank (SVB)
- Diversification
- Stocks
- Bonds
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#risk #banks #investments #stocks #bonds @CAPTRUST
On this episode, the 2nd largest bank failure occured this week. And, it almost came out of nowhere. Is it a systemic issue or an isolated incident? Karl Eggerss explores this and everything that was affected.
Topics discussed on this podcast:
- Too Big To Fail
- The Federal Reserve
- Silicon Valley Bank (SVB)
- Recession
- Diversification
- Economy
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#toobigtofail #bankfailure #recession #investments #economy @CAPTRUST
On this episode, Karl Eggerss answers a question he gets fairly frequently. What’s the proper allocation of stocks one should have in their portfolio? Karl gives two practical ways to begin figuring it out.
Topics discussed on this podcast:
- Stock Allocation
- Diversification
- Financial Planning
- Consumer Deterioration
- Economy
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#allocation #investments #economy @CAPTRUST
On this episode, Karl Eggerss welcomes guest Oliver Norman to the show who shares some important tips on getting financially organized. This show is full of useful ways to begin the process.
Topics discussed on this podcast:
- Financial Organization
- Estate Planning
- Password Managers
- Beneficiaries
- Transfer On Death
- Digital Vaults
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#financialorganization #estateplanning @CAPTRUST
Since 2008, interest rates have generally been suppressed making it very difficult for investors to find reliable and reasonably high income. On this podcast, Karl Eggerss welcomes guest Justin Pawl to discuss some ways to build a portfolio with the goal of generating income.
Topics discussed on this podcast:
- Bond Ladders
- Dividend Paying Stocks
- Covered Calls
- Structured Credit
- Monthly Income
- Inflation
- REITs
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #income #interest @CAPTRUST
After almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street.
Topics discussed on this podcast:
- Millionaires
- How the Ultra High Net Worth invest their money
- Bond Ladders
- Monthly Income
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #bondladder @CAPTRUST
On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family.
Plus, a winter storm hit Texas recently. Are you prepared in the event you didn't have power for 24-48 hours?
Topics discussed on this podcast:
- Liquidity Events
- Selling A Business
- Inheritance
- Estate Taxes
- Generational Wealth
- Prepping for Storms
- Generators
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #liquidityevent #sellingabusiness @CAPTRUST
On this podcast, Karl Eggerss discusses the fast start for stocks this year. He goes under the hood to see what's driving the rally.
Plus, a listener question on investing internationally and how to avoid investing in countries and companies in which you disagree.
Topics discussed on this podcast:
- Heavily Shorted Stocks
- Bonds
- Interest Rates
- ESG
- Seasonal Investing
- Investing In China
- The Federal Reserve
- The Economy
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #retirementplanning #ESG #investing @CAPTRUST
On this podcast, Karl Eggerss discusses the various ways 2023 will differ from 2022. Also, he gives his outlook.
Topics discussed on this podcast:
- Stocks
- Bonds
- Interest Rates
- Asset Allocation
- The Federal Reserve
- The Economy
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #retirementplanning #investing #investmentmanagement @CAPTRUST
On this podcast, Karl Eggerss discusses 3 mistakes he's seen in just the last few days that he believes could be costing people money. It ranges from legacy stocks to loans for a car.
Topics discussed on this podcast:
- Financial Mistakes
- Legacy Stocks
- Loans vs. No Debt
- Tax Professionals
- The Federal Reserve
- The Economy
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #retirementplanning #investing #investingmistakes #taxchanges2023 #investment management @CAPTRUST
On this podcast, Karl Eggerss discusses his outlooks for 2023. Plus, how seriously do you take your investments? Do you view them as a long-term investment or are you just "playing the market"?
Topics discussed on this podcast:
- The Federal Reserve
- Volatility index
- Stocks
- Bonds
- Investment management
- Tax changes 2023
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #investment management @CAPTRUST
On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022.
In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change?
Topics discussed on this podcast:
- The Federal Reserve
- sector performance
- volatility index
- private equity
- private real estate
- private lending
- stocks
- bonds
- commodities
- investment management
- tax changes 2023
- Secure Act 2.0
For more information, go to https://www.creatingricherlives.com
For suggestions or questions regarding the podcast, email info@creatingricherlives.com
#investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #secureact @CAPTRUST
The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusses:
- New required minimum distribution ages
- Adjusted income tax brackets
- Increases to the amount individuals can save in retirement savings vehicles
- Changes to new 401(k) plans
- Increases to the standard deduction
- and much more
On this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different.
Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.
On this episode, Karl Eggerss explains what separates good investors from bad investors. Plus, one asset is having one of its best months in the last 20 years.
On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.
Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's next? In addition, will there be contagion from the FTX fallout? Karl explains why that could be the case.
While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.
While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.
The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?
On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?
Interest rates are rising and wreaking havoc on the financial markets in 2022. But, the good news is that interest rates have risen enough to make bonds interesting once again. On this episode, Karl Eggerss answers a listener question regarding bonds and bond portfolios.
Volatility continues in the financial markets. And we saw a huge turnaround Thursday. Was it just a temporary bounce or something more? Plus, 2022 is shaping up to be worse than 2008. Karl Eggerss explains why.
Inflation is at a 40-year high. Interest rates are at levels we haven't seen in a very long time. We've been conditioned over the past several years to pay off debt. But, is that the right move for you? On this episode, Karl Eggerss discusses when it's appropriate to pay down debt and some instances when it's not.
On this podcast, Karl Eggerss discusses why the current stock market isn't much different than ones we've seen in the past and why this could be a fantastic opportunity. If you've been doing this a while, you have history on your side.
On this podcast, Karl Eggerss discusses why the current stock market isn't much different than ones we've seen in the past and why this could be a fantastic opportunity. If you've been doing this a while, you have history on your side.
On this episode, Karl Eggerss discusses the options all investors have in a bear market. What are the pros and cons of making changes to your portfolio?
On this episode, Karl Eggerss discusses the options all investors have in a bear market. What are the pros and cons of making changes to your portfolio?
On this episode, Karl Eggerss welcomes Noel Strickling, a CAPTRUST Dallas based advisor. Many are confused when it comes to the topic of Restricted Stock Units (RSU). How do they work and what are the most common mistakes employees make in regards to RSUs.
On this episode, Karl Eggerss welcomes Noel Strickling, a CAPTRUST Dallas based advisor. Many are confused when it comes to the topic of Restricted Stock Units (RSU). How do they work and what are the most common mistakes employees make in regards to RSUs.
On this episode, Karl Eggerss discusses that even though stocks have fallen, they are actually even cheaper than most people realize. Plus, the pendulum continues to swing as emotional investors continue to buy and sell.
On this episode, Karl Eggerss discusses that even though stocks have fallen, they are actually even cheaper than most people realize. Plus, the pendulum continues to swing as emotional investors continue to buy and sell.
On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.
The Federal Reserve means business. For the last two months, investors thought maybe, just maybe, there was a chance the Fed was nearing the end of their interest rate raising cycle. But, Jerome Powell squashed those hopes on Friday in his brief Jackson Hole remarks. Karl Eggerss discusses how to approach this market with uncertainty still elevated.
On this podcast, Karl Eggerss discusses how to manage an aggressive stock portfolio. There are some key items to think about before investing.
Remember all those people buying meme stocks back in 2020 and 2021? Many of the may have lost a fortune in 2022. But, they're back buying again. On this episode, Karl Eggerss discusses the impact they're having on the stock market and why the stock market has had such a big rally in the past two months.
On this episode, Karl Eggerss & Oliver Norman discuss the challenges of losing a loved one and the practical steps to take should that event occur.
Interest rates have risen significantly in recent months. On this podcast, Karl Eggerss discusses the various options investors have for emergency savings, rainy day funds, or just cash needs.
The market bounced back this week. But, will it last? It may depend on one key item. On this episode, Karl Eggerss discusses what Wall Street is focusing on now.
On this episode, Karl Eggerss welcomes Becky Dinnin, Executive Director of SVPSA and Justin Pawl CFA of CAPTRUST. Both of them discuss a unique approach to philanthropy and the difference SVPSA is making in multiple communities.
On this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.
On this episode, Karl Eggerss discusses how the economic outlook is changing and that change has allowed one major asset class to begin making money again. Plus, an update on the commercial real estate market
After two horrible weeks for the financial markets, this past week was a breath of fresh air. But, will it last? Karl discusses whether it was just another dead cat bounce in a bear market or did something really change?
The stock market suffered another bout of selling following a more aggressive Federal Reserve hike. Some things happened recently in the stock market that have never happened.
On this episode, Karl Eggerss discusses how to determine your risk tolerance and to have a portfolio that matches that and your financial goals.
A slowing economy, inflation, and an aggressive Federal Reserve is a bad combination. On this podcast, Karl Eggerss explains why and how to navigate in the current environment.
On this episode, Karl Eggerss discusses that to have true financial freedom, it takes more than a calculator. While there is some science to financial planning, it takes more art than anything.
The stock market snapped back and had one of the biggest weekly gains in two years. But, is it just temporary? Regardless, on this episode Karl Eggerss gives you some practical tips on what you can be doing to actually benefit from a bear market.
The Dow Jones hasn't had this bad of a streak in almost 100 years! On this episode, Karl Eggerss discusses why there are opportunities now and the outlook for the stock market is better. Plus, this is the time to take advantage of the current market meltdown. He'll give you some tips on ways to improve your financial situation.
On this week's show, Karl discusses why investing can be hard. But, there are ways to navigate this market and turn lemons into lemonade.
Amidst the volatility in the stock and bond markets, everyone is evaluating their portfolio. On this week's show, Karl Eggerss welcomes Casey Keller to discuss when does it make sense to pay higher expenses for an investment.
The S&P 500 is off to its worst start ever. And, the bond market isn't helping either. Investors are confused, but there are solutions. On this week's show, Karl Eggerss discusses how a well rounded portfolio if fairing much better in 2022.
Karl Eggerss welcomes Casey Keller, CFA to the podcast to discuss a change in a study that has been around for over 25 years. It could affect the amount of money you withdraw from your retirement nest egg.
While there is a lot going on in the world right now, I continue to get this question. On this podcast, Karl Eggerss discusses what's working in this new environment and what's not.
On this episode, Karl Eggerss shares that the current environment may just be what the doctor ordered. While there is some pain in the bond market and certain parts of the stock market, it may be necessary.
On this podcast, Karl discusses if a recession is coming and the impact it could have on you and your portfolio. Plus, a tip about cybersecurity.
Many of you own bonds through bond funds whether they're in a 401(k) or a brokerage account. Bonds are having a rough time in 2022. Is the worst behind us? Karl explains on this week's #podcast. Plus, a little bit of good news.
On this podcast, Karl Eggerss discusses the pros and cons of real estate investing. In addition, there are several types of real estate investments. Karl goes into detail on many of them.
With everything going on in 2022, many are asking if this time is different. And, if so, what they should do about it regarding their portfolio
On this podcast, Karl Eggerss discusses the wild moves in the markets this week, especially the commodities market. Inflation is picking up steam and we now know what the Federal Reserve will do. Or, do we? Plus, the Russian Ukranian war continues.
Russia invaded Ukraine. Initially, the stock market fell sharply, but later reversed and continued higher. But, why?
On this special episode, Karl interviews serial entrepreneur Rod Batson about how a track star becomes a successful entrepreneur and now is giving back to the community in a big way.
On this podcast, Karl discusses some questions to ask to help you choose a financial advisor.
Plus, inflation is at a 40-year high and continues to persist. Can the White House or the Federal Reserve do anything about it?
Lastly, it's week 4 of our organizational challenge.
On this week's podcast, Karl discusses the rotation happening in the stock market? Did you notice it? What's it saying about the future of the economy? Plus, it's week 3 of our organizational challenge.
On this week's podcast, Karl welcomes colleague Justin Pawl, CFA, CFP to discuss interval funds. How do they work? The pros, the cons, and how they might fit into a portfolio. Plus, it was a wild week on Wall Street. Karl answers the question on whether or not it's the end of an era.
Lastly, it's week #2 of our organizational challenge.
On this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again. Plus, it's a new year and Karl has a 4-week organizational challenge for you.
On this podcast, Karl welcomes Casey Keller, CFA to discuss the Series I Savings Bonds and if the interest rate they are paying is legitimate and if it will last. Plus, Casey lets the audience know exactly how these bonds work.
On this week's podcast, Karl Eggerss discusses why just because you own a bunch of securities, it doesn't mean you're diversified. In fact, you might be surprised what many of your investments have in common.
On this episode, Karl welcomes Oliver Norman to the show to discuss the important life decision of retirement.
On this week's podcast, Karl Eggerss describes why stocks may still be the place to be given the backdrop. Plus, it's the last trading week of the year. Here are some helpful last minute finance tips.
On this week's podcast, Karl Eggerss discusses how the Fed changed their tune and what it could mean for your portfolio. In addition, there was a sea change this week in the financial markets because of a few factors.
On this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.
It was a wild week on Wall Street. It had a little bit of everything for every investor. Karl gives details, but also give investors a warning about paying too much for a stock.
On this week's podcast, Karl Eggerss discusses the new COVID variant and how Wall Street reacted. In addition, he welcomes guest Justin Pawl to discuss the economy, inflation, and the stock market.
On this episode, Karl Eggerss discusses rebalancing and why it's so important and gives some examples of how it works.
Investing in the stock market is hard enough, let alone when it's at all-time highs. Many investors are experiencing FOMO (fear of missing out). On this podcast, Karl Eggerss gives listeners an update on the current landscape and ways to approach asset allocation.
Interest rates remain near historic lows and inflation is running higher than normal. On this podcast, Karl Eggerss discusses if bonds still play a part in a diversified portfolio.
On this episode, Karl Eggerss reveals parts of the market that are downright scary. Appropriate for Halloween.
Supply chain disruptions continue and the costs of goods and services continue to rise. On this podcast, Karl Eggerss explains how you can prepare your portfolio and your household for low inventory and rising costs.
While real estate can be a great long-term investment, it takes a lot of work and not every real investment deal is appropriate for every investor. Karl Eggerss welcomes Oliver Norman to the podcast to discuss.
On this podcast, Karl Eggerss explores what changes were made during the pandemic for giving to charities and explains various techniques around philanthropy.
On this episode, Karl Eggerss discusses alternative investments as a compliment to investment portfolios. He gives examples and scenarios when they may make sense.
On this episode, Karl Eggerss explains one of the many reasons individuals hire financial advisors.
On this episode, Karl Eggerss dives into some of the tax changes that are in the latest proposal. There is a sigh of relief for some while others may expect a higher tax bill.
On this podcast, Karl Eggerss explains why too much fixed income can be a detriment to an overall financial plan.
On this episode, Karl Eggerss welcomes Oliver Norman to the show to discuss explaining money to youngsters. It's never too early to start and Oliver gives some practical ways to do it.
On this week's podcast, Karl Eggerss welcomes Justin Pawl, CIO of Covenant, to discuss the change the Fed made this week that could impact your portfolio.
Imagine just starting out your career. What things do you need to know to make sure you start out on the right financial path? On this podcast, Karl Eggerss gives some practical tips that will help.
One of the main strains on a relationship is the topic of finances. On this episode, Karl Eggerss welcomes Oliver Norman CFP®, CHFC®, CLU®, CDFA® to get his advice on ways to strengthen a relationship when it comes to finances and money.
It seems most Americans are counting the days until retirement. But, on this week's podcast, Karl Eggerss shares some reasons why you may want to keep working.
Have you ever wondered what the best way is to invest in real estate? On this episode, we'll take a deep dive into the various ways investors can take advantage of the real estate market.
On this episode, Karl Eggerss discusses the resiliency of the 2021 stock market. Plus, what is a stock? Many have been investing for several years and still may not know exactly what owning stock really means.
You've heard of them and probably have used them. They've gained in popularity and have been revolutionary to help investors reach their retirement goals. They're target date funds. While they've been a great financial invention, there are some specific things you should know about them before you invest in them. On this podcast, Karl Eggerss welcomes Casey Keller to the studio to discuss.
Managing an investment portfolio has many factors to consider. On this podcast, Karl Eggerss discusses some of the key items every investor must consider before constructing a portfolio for any situation.
On this podcast, Karl Eggerss explains what is an RIA. It stand for a Registered Investment Advisor. You may have heard the term, but don't know the definition.
The stock market reached new highs this week, but Karl sees a few warning signs. Plus, the story of perhaps the largest Roth IRA in history.
On this episode, Karl Eggerss discusses the number one reason why we diversify. It was on full display this week in the financial markets.
Owning individual stocks can be exciting. But, it takes a lot of work and research to really do it correctly. On this episode, Karl Eggerss lists several items to consider before purchasing a stock.
Risk of losing money is always top of mind. But, in this podcast, Karl Eggerss discusses a few others that most investors don't think about.
Many workers don't know if they can retire. On this podcast, Karl explains how to go into retirement with confidence.
This week's podcast focuses on the wild volatility in the cryptocurrency markets. Is it just another dip in a bull market? Or, is the run over?
On this podcast, Karl welcomes Justin Pawl, CIO of Covenant to recap Covenant's latest investment committee meeting.
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John Eadie joins Karl Eggerss this week to discuss all the tax proposals floating around and how it might impact your investments and your estate.
Deciding on a portfolio allocation is about your willingness and your ability to take risk. But, there is a little more to it than that. On this podcast, Karl explores some things to think about when it comes to building the proper portfolio.
On this podcast, Karl discusses the news that moved the market this week. Capital gains taxes stole the headlines. But, does it matter? Karl answers that on this episode.
We're all taught to save from the time we're little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP to the podcast to discuss this topic and how to balance saving and spending.
Karl welcomes guest Marlon Gutierrez, President and founder of 210IT. Marlon has been around technology since he was a teenager. He brings a wealth of knowledge and shares some practical tips to protect yourself.
On this podcast, Karl welcomes Mark Miller, a partner at Jackson Walker. With over 40 years of experience, Mark is a wealth of knowledge when it comes to copyrights, trademarks, and patents.
Financial literacy is lacking in this country. Unfortunately, it's not getting taught in most of the schools. On this podcast, Karl Eggerss gives a money 101 lesson to young adults. If you have a child or grandchild, this is the podcast for them.
The Covid Crash was one year ago. What did you learn? What would you have done different? On this podcast, Karl discusses the tremendous change in the market we've experienced in just one year.
On this podcast, Karl explains what NFTs are and how they work. Non fungible tokens are becoming very popular. This new technology is growing in popularity and could be coming to your portfolio.
While we don't want to think about it, it's inevitable. Our mortality. The responsible thing to do is start planning today. On this podcast, the discussion revolves around practical steps you can take today to make sure your family is provided for regarding household finances.
Our education system in the United States is rapidly changing. On this podcast, Karl welcomes guest Oliver Norman, CFP to discuss how we should be thinking about education for our kids and grandkids and the best ways to fund it.
On this special podcast, many in Texas were hit with power outages and had no water due to the winter blizzard and freezing temperatures. Karl explains some various ways to prepare for just these types of situations.
We get the questions about rising inflation alot. On this episode, Karl welcomes Justin Pawl, CIO of Covenant to discuss inflation and potential implications for your portfolio.
On this week's podcast, Karl welcomes Clint Fiore, CEO of Texas Business Buyers. Clint tells us this is one of the best times ever to buy OR sell a company due to several factors.
Did the little guy finally win against the big bad hedge funds? Perhaps this week they did. On this week's podcast, Karl explains what happened with Gamestop and many others this week and how the short sellers got squeezed.
There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains.
On this week's podcast, Karl discusses the tough decision of when to sell a stock. Karl gives 3 simple things to consider to help make that decision.
As the stock market continues to push higher, more and more people believe it must fall. But, does it? Karl answers that plus explains some of the reasons the stock market is making all-time highs.
On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?
On this week's podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?
The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.
IPOs, the next hot stock, and doom and gloom. These are all things that can lead to not achieving your financial goals. Karl explains how to prevent common errors with your portfolio.
On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and grandkids.
On this week's podcast, Karl discusses what characteristics he's seeing in this current bull market and why it could mean higher prices. Also, can the streak of a vaccine being released on a Monday continue? We're 3 for 3 in the last 3 weeks.
On this podcast, Karl discusses open enrollment season and what it means to you. Don't rush through it. Take the time to really make any necessary adjustments. You might need the help of a financial advisor.
On this week's podcast, Karl discusses the big news from Pfizer and how a vaccine caused certain areas of the stock market to skyrocket while others were down after the news.
On this week's podcast, Karl discusses the stock market and the surprising jump. Also, now that the election has happened, what's next? What should you be focusing on?
Stocks struggled this week on the lack of a fiscal stimulus package and new lockdowns in Europe. Is America next? Plus, the election is just a few days away. Karl explains why the market is acting fairly rational.
Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the ways he helps clients reduce their risk.
On this special episode, Karl interviews Dr. Larry Schlesinger, President & CEO of Texas Biomed. Karl and Dr. Schlesinger explore all the ins and outs of COVID-19, including the President's treatment and what lies ahead for us regarding the pandemic.
Who's going to win the presidential election? Does it matter as far as Wall Street is concerned? Karl explains why the market could keep going up regardless of the winner.
Do elections impact the stock market? Does it really matter who wins from a stock market perspective? Karl welcomes Justin Pawl, CIO of Covenant.
You're now in retirement. That means there are new considerations in regards to financial planning. Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Karl Eggerss to discuss some valuable resources for older adults.
The technology sell off continues and value is beginning to outperform growth for the first time in several months. Will it continue? Are you positioned properly? Karl discusses.
The presidential election is less than 60 days away and investors are beginning to wonder what the various outcomes will mean for their portfolios. Karl gives possible scenarios and some practical tips on how to navigate through this political season.
Has the tech bubble popped? Karl discusses the big drop in stocks this week and whether it should be isolated to just technology stocks.
The Federal Reserve changed their policy and course this week and it could have big implications for your portfolio. It will definitely have big implications for retirees living on a fixed income. Find out what it was on this week's podcast.
On this week's podcast, Karl discusses the IRS's dirty dozen tax scams that they just released as a public service announcement and a warning. Karl explains.
Plus, Karl discusses which company is now the first $2 trillion company. And, is the market really at all-time highs?
On this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.
Since the financial crisis, investors have struggled to get investment income that can beat inflation. On this week's show, Karl gives listeners a great research tool to help solve that problem.
On this week's show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal and gives listeners several planning tips and techniques to help reduce potential tax liability.
On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.
Karl welcomes Justin Pawl CFA, CAIA, CFP® to the podcast to discuss what to prepare for regarding the 2nd half of the year and their portfolios.
On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical.
On this week's podcast, Karl gives listeners items to consider when making that transition from working to the retired life. Have you calculated your expenses properly?
Plus, is the stock market predicting a "V" shaped recovery? Karl says not so fast.
Karl Eggerss welcomes Sam Dreibelbis, CPA to the podcast to discuss the F.I.R.E. movement. What is it? Is it just for young people? Karl & Sam discuss several factors to consider before one should embark on this lifestyle.
During this pandemic, many companies need to reduce costs. One way is to reduce the number of employees. This has led to many companies offering their employees early retirement packages. Should you take it? Karl welcomes guest and fellow advisor Mark Nokyos, CFP to the podcast. Mark works with employees of companies and has a tremendous amount of experience in the area of helping employees with their compensation packages and answering the tough question of whether or not they should accept an early retirement package.
On this week's show, Karl discusses the return of market volatility and what really had investors in a bearish mood. Plus, a listener asks should he take money out of his 401(k) to pay down his mortgage loan.
On this week's show, Karl discusses the blowout jobs report and how far off the estimates were. In addition, Karl encourages listeners to to take big investor comments with a grain of salt.
On this episode, Karl interviews Oliver Norman to discuss how to deal with adult children that need their parent's support financially. Oliver gives listeners practical tips.
On this week's podcast, Karl Eggerss welcomes John Keeton, CFA to discuss dividend investing. John gives the audience several items to consider when buying a dividend stock.
On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing. Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial planning techniques that you can use during the COVID-19 quarantine.
On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.
On this episode, Karl welcomes guest Justin Pawl, CFA, CAIA, CFP® and Sam Dreibelbis, CPA to discuss ESG investing. What is it? The acronym stands for Environmental, Social, & Governance and it's a set of standards that companies can adhere to that might attract a certain type of investor. Does it just mean socially responsible investing? We'll answer that on this episode.
On this week's podcast, Karl welcomes Dr. W. Lee Warren. He's a brain surgeon, a veteran, a writer, a podcaster, and an inventor. Karl & Dr. Warren discuss how our minds affect our investing decisions and how to prevent our brains from becoming a deterrent.
On this week's podcast, Karl breaks down the action in the financial markets this week. Another box checked. But, questions remain. Find out what they are on this week's show.
On this week's show, Karl is joined by John Eadie, the Founder and Managing Director of Covenant. John is a CPA, CFA, CFP®, PFS, CLU®, CIMA, & CKA®. John gives the listeners some tips and techniques in the current environment.
Plus, Karl discusses the best week in the stock market since 1974.
On this week's episode, Karl discusses that despite the astronomical unemployment numbers that most of us have never seen before, there were some bright spots in the financial markets.
On this week's podcast, Karl discusses some of the boxes that got checked that helped the market rally. Volatility continues and Karl shares what investors will be looking for next for the uptrend to continue.
On this week's show, Karl discusses the continued sell off in the financial markets and how diversification isn't helping at the moment. Plus, Danny Simmerman and Holly Veenker of TIA Group join Karl discusses the skyrocketing insurance rates.
On this week’s podcast, Karl discusses the extreme volatility and historic fall in the stock market that can only be compared to 1987. Most investors have never seen a drop of this magnitude, and certainly not this fast.
On this week's show, Karl welcomes Oliver Norman, CDFA® to discuss the financial implications of going through a divorce. Oliver gives some practical tips and things to think about to reduce the odds of financial mistakes during divorce.
On this week's podcast, Karl Eggerss discusses the recent pullback in the stock market and how it affects some, but not others. When the stock market is volatile, some investors are forced to sell. If you're not, you can use pullbacks to your advantage.
On this episode of Creating Richer Lives, Karl discusses how two different decades in the past gave investors very different results depending on how they were allocated. What will this decade bring?
Plus, an update on the Coronavirus and the stock market.
On this week's podcast, Karl Eggerss explains why the rest of the world is just figuring out what we already knew about China.
The selloff this week on more Coronavirus fears has many thinking it's going to negatively affect the economy. But, there are a few big moves this week from some key areas that could actually help the economy. Karl explains on this week's podcast.
On this week's show, Karl discusses the Coronavirus and the effects on the stock market and the economy. Plus, tune in to hear what the smart guys on Wall Street think about the current stock market.
On this week's podcast, Karl Eggerss discussed the tough decision when the stock market's at an all-time high. Buy now or wait?
On this week's podcast, Karl discusses several items to consider when building the proper investment portfolio. Also, Karl warns investors that just because you have several different securities, that doesn't guarantee you're any safer.
On this week's podcast, Karl Eggerss discusses the new year and the what you should and shouldn't be doing just because the calendar changed.
On this week's show, Karl looks back at 2019 and gives listeners a glimpse into 2020 and how we should approach it.
On this episode, Karl Eggerss welcomes Casey Keller to the studio to discuss active investing versus passive investing. Is one way better than the other?
On this week's show, Karl discusses all the positive news that lifted stocks to new highs. But, is it all baked in?
On this episode, Karl discusses the persistency of the stock market plus it's that time of year to do these 3 things to help minimize taxes.
On this episode, Karl discusses how to prepare for potential volatility in 2020. There are investments beyond stocks, bonds, mutual funds, and exchange traded funds.
On this week's show, Karl interviews Lisa Fullerton, President & CEO of A Novel Idea, LLC. They discuss how Lisa has managed to run a successful business for almost 20 years and how she balances her work life and her personal life.
On this episode, Karl discusses why things aren't always as good or as bad as they seem. When doing your investment research, use multiple sources.
Also, evidence is mounting that China needs a trade deal more than the U.S.
On this episode, Karl discusses whether or not this rally can continue and the big change in interest rates. Plus, cyber security is on the rise and Karl shares some valuable tips on ways to protect yourself.
On this week's podcast, Karl discusses the good jobs report and how investors bought the news. But, should we believe the numbers?
On this week's show, Karl reveals some fresh economic data which shows the economy is at a critical point. But, is it priced in the market?
On this week's show, Karl discusses key economic indicators that were released this week and their impact on the stock market. Plus, what things should you consider when dealing with the death of a spouse or a parent?
On this week's show, Karl discusses the back and forth of stocks this week all based on trade. But, by the time the dust settled, a deal had been reached, and stocks rose.
Also, Casey Keller, CFA joins Karl to discuss the best savings account ever created.
On this week's show, Karl discusses how the Friday jobs report may have saved the day. Plus, which economics really matter?
On this week's show, Karl discusses how overconfidence in trading can hurt results and impact financial plans. Plus, the week that wasn't.
On this week's show, Karl welcomes guest Justin Pawl, CFA to the studio to discuss a topic most would rather avoid, losses. Nobody likes to lose money, but it's part of investing. Justin explains the best way to handle it.
On this week's show, Karl discusses the massive rotation in the stock market this week. Plus, this ETF just had the 2nd worst week in its existence. He'll reveal which ETF.
On this week's show, Karl explores the spending side of financial planning. Most of us know how to save, but do we know how to spend? Have you ever really examined where you love spending your money? Karl will discuss.
Also, an October meeting is set between the U.S. and China. That calmed investor nerves this week.
On this week's show, Karl discusses the strength of the stock market, despite recent volatility. When the news flow is quiet, stocks have gone up.
Also, there were some dangerous comments made by an ex-Federal Reserve head. These comments was the talk of Wall Street this week.
Growth stocks vs. value stocks. Is there a difference in how investors should research them?
On this week's show, Karl discusses the escalation of the trade war and the impact on the stock market and is it even possible for President Trump to "order" companies to move back to the U.S.?
Plus, all eyes were on Jackson Hole this week to try and get any clue from the Fed as to the next move regarding interest rates. Instead, all we got was confusion. Is any of their public speak helpful?
On this week's show, Karl discusses what the bond market is telling us regarding a recession. Is the bond market right? Karl explains. Also, there's a bubble, but it's not in the stock market.
On this week's show, volatility has returned due to the ongoing trade war. Karl gives all the details. Plus, David Akright CFP, joins the show to discuss the SECURE Act. If it passes, will you be impacted?
Creating Richer Lives is the new podcast. It's brought to you by Covenant. On this week's show, Karl introduces the new show and what you can expect to hear in the weeks to come.