Creating Richer Lives
357 episodes — Page 5 of 8
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.
This Time Really Is Different
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
The Range Of Outcomes Is Widening
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.
The Stock Market Did What?
Russia invaded Ukraine. Initially, the stock market fell sharply, but later reversed and continued higher. But, why?
The Fastest Businessman In Texas
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.
How To Choose A Financial Advisor
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.
What's The Stock Market Telling Us?
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.
What Is An Interval Fund?
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.
Playing Yesterday's Game
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.
The Truth Behind The High Interest Series I Savings Bonds
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.
Do You Have A One Dimensional Portfolio?
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.
Can I Retire?
On this episode, Karl welcomes Oliver Norman to the show to discuss the important life decision of retirement.
What Else Are You Going To Do With Your Money?
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.
The End Of The Party?
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.
Deciding Where To Give Charitable Dollars? 3 Tips
On this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.
These Stocks Ain't What They Used To Be
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.
Red Friday
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.
A Simple Way To Keep Your Portfolio Balanced
On this episode, Karl Eggerss discusses rebalancing and why it's so important and gives some examples of how it works.
Investing In A Runaway Market
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.
Do Bonds Even Belong In A Portfolio?
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.
Some Spooky Things In The Market
On this episode, Karl Eggerss reveals parts of the market that are downright scary. Appropriate for Halloween.
Are Your Shelves Stocked?
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.
Several Ways To Invest In Real Estate
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.
Creating Richer Lives 20211009
On this podcast, Karl Eggerss explores what changes were made during the pandemic for giving to charities and explains various techniques around philanthropy.
An "Alternative" Investment For Your Portfolio
On this episode, Karl Eggerss discusses alternative investments as a compliment to investment portfolios. He gives examples and scenarios when they may make sense.
"I Sure Am Glad I Have You"
On this episode, Karl Eggerss explains one of the many reasons individuals hire financial advisors.
Will You Be Affected By The Proposed Tax Changes?
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.
Is Mailbox Money Always A Good Thing?
On this podcast, Karl Eggerss explains why too much fixed income can be a detriment to an overall financial plan.
Financial Literacy Starts Early
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.
The Beginning Of The End?
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.