Creating Richer Lives
336 episodes — Page 4 of 7
The Correct Stock Allocation
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 [email protected] #allocation #investments #economy @CAPTRUST
Getting Financially Organized
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 [email protected] #financialorganization #estateplanning @CAPTRUST
How To Build An Income Portfolio
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 [email protected] #investments #stocks #bonds #income #interest @CAPTRUST
The Biggest Secret on Wall Street
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 [email protected] #investments #stocks #bonds #bondladder @CAPTRUST
You've Sold Your Company...Now What?
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 [email protected] #investments #stocks #bonds #financialplanning #liquidityevent #sellingabusiness @CAPTRUST
Investing Based On Your Beliefs And Goals
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 [email protected] #investments #stocks #bonds #financialplanning #retirementplanning #ESG #investing @CAPTRUST
Why 2023 Will Look Different Than 2022
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 [email protected] #investments #stocks #bonds #financialplanning #retirementplanning #investing #investmentmanagement @CAPTRUST
There's A Price For Your Comfort
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 [email protected] #investments #stocks #bonds #financialplanning #retirementplanning #investing #investingmistakes #taxchanges2023 #investment management @CAPTRUST
Are You Playing The Market?
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 [email protected] #investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #investment management @CAPTRUST
A New Year And The Same Market?
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 [email protected] #investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #secureact @CAPTRUST
Tax & Retirement Changes for 2023
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
Start Focusing On This
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.
What Successful Investors Do
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.
Don't Do This
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.
It's A Little Harder At This Point
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.
Is The Bear Market Over?
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.
Actions Speak Louder Than Words
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?
What Is Sequence Of Returns Risk?
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?
Bonds Are Back: How To Build A Bond Portfolio
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.
This Is What Makes Investing Hard
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.
Is Dave Ramsey's Philosophy On Debt Correct?
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.
A Stock Market Veteran Shares Some Wise Words With Me
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.
What Are You Going To Do?
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?
5 Mistakes When Considering Restricted Stock Units (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.
Stocks Are Cheaper Than You Think
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.
Is The Worst Behind Us?
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.
I Mean It
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.
Should An Aggressive Portfolio Be In Stocks All The Time?
On this podcast, Karl Eggerss discusses how to manage an aggressive stock portfolio. There are some key items to think about before investing.
They're Back
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.
You've Lost A Loved One...Now What?
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.
There's Now A Place For Your Savings
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 E Is The Key
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.
Capitalism Meets Philanthropy
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.
The Truth Behind Gold As An Investment
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.
This Asset Class Is Starting To Go Back Up
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
This Change Could Be Extremely Bullish
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?
This Is The Test
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.
Are We On A Collision Course?
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.
Reaching Your Financial Goals Is An Art, Not A Science
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.
Ways To Benefit From A Bear Market
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 Outlook For The Stock Market Just Got Better
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.
Investing Is Hard
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.
Sometimes You Get What You Pay For
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.
Stocks Are Having Their Worst Start Ever
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.
This Study Could Change Your Retirement
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.
The Number One Question I'm Getting
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.
Short Term Pain, Long Term Gain
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.
When Will The Recession Begin?
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.
There Is An Alternative, TIAA
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.
Is Real Estate A Good Investment?
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.