Your Financial Workout w/ Luke & Drew: Recent Episodes

Luke & Drew

Continuous Learning for Financial Success

  • Financial strategies from the CFP, etc.

View Details

  • Continuous Learning for Financial Success -Economic news / 401k informationThe podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.Any opinions are those of Andrew Kritikos and Luke Anderson and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information discussed does not purport to be a complete description of the securities, markets, or developments referred to in this podcast. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/yourfinancialworkout/message

View Details

  • Continuous Learning for Financial Success -

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.Any opinions are those of Andrew Kritikos and Luke Anderson and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information discussed does not purport to be a complete description of the securities, markets, or developments referred to in this podcast. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/yourfinancialworkout/message

View Details

Join Luke and Drew as they cover topics such as financing, debt strategies, and credit score.

View Details

Join Luke and Drew as they cover topics such as net worth, budgeting, emergency funds, and saving vs investing.

View Details

Join Luke and Drew as they cover the rest of the investment account options and how to open them. 

View Details

Join Luke and Drew as they cover different investment accounts.

View Details

Join Luke and Drew as they cover topics such as the financial planning process, risk management, goals, and investment biases.

View Details

- Greeting from Luke and Drew

- Expectation of what is to come