A Low Investment Income Solution
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.
8 Aug 202023min
Big Tax Changes Coming? Creative Planning Ideas
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 pot...
1 Aug 202038min
Is Your Financial House In Order?
On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.
25 Jul 202019min
What's In Store For The 2nd Half?
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.
18 Jul 202043min
The Most Polarizing Stock Of Our Lifetimes
On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical.
11 Jul 202020min
Retirement Expenses Explained
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 pr...
4 Jul 202025min
What Is The F.I.R.E. Movement?
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 ...
27 Jun 202043min
Should I Take The Early Retirement Package?
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 yo...
20 Jun 202035min
