Creating Richer Lives

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. Register for Webinar

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.