TCG Advisors Podcast: Recent Episodes
TCG Advisors
Listen to Matt Escalante, CFP® and Dennis Bielik, CFA, CFP®, FRM reflect on important lessons to keep in mind during these uncertain times. You'll learn about:
- Actions you can take to lower your expenses
- How to deal with the b word… budgeting
- Addressing your existing financial plan
- Protecting your family with an estate planning
- Financing options to consider
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Listen to Dennis Bielik, CFA, CFP®& Eric Light, MBA discuss:
- Updates on current fixed income markets and opportunities
- Thoughts on the potential future path of stocks based on earnings and P/E ratios
- The recent volatility in the energy markets and how it may impact your portfolio going forward
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Dennis Bielik, CFA, CFP®, FRM and Eric Light, MBA speak about the opportunity of a brighter future. Now is the time for everyone to set and hold true to a budget. Working individuals should use this as a baseline to establish a savings plan as it will directly affect the ability to meet long term financial goals. Those in retirement can seek income investments to offset their finances. Remember to prioritize your goals by needs, wants, and dreams. Not everything is a need, but there is still a bright future for those who create and stick with a plan.
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Have you set your 2020 goals? Dennis Bielik and Matt Escalante weigh in on how to reset your finances going into the new year.
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2019 is over, but the market keeps on rolling in 2020. Dennis Bielik and Eric Light discuss how the Charles Schwab and TD Ameritrade merger could affect the market going forward.
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Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current investment selections.
Support the show (http://www.tcgservices.com)
In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how often people should review and update their estate plan.
If you’re like most people, you probably rely on popular services like Legal Zoom to take care of your legal needs, but did you know you may be hurting yourself in the long-run? Doug goes in depth to discuss recent experience he had with a client and what steps you can take to make it easier for your family.
When was the last time you revisited your own plan? Tax and estate planning laws have changed much in the last 10 years and if you haven’t reviewed your plan recently, you may be in trouble. Have you accounted for new exemption limits or required action over power of attorney?
Listen to Dennis and Doug chat over the importance of creating and reviewing an estate plan in 2019.
Support the show (http://www.tcgservices.com)