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Creating Richer Lives

Creating Richer Lives

336 episodes — Page 6 of 7

Money 101: A Podcast For Young Adults

Financial literacy is lacking in this country. Unfortunately, it's not getting taught in most of the schools. On this podcast, Karl Eggerss gives a money 101 lesson to young adults. If you have a child or grandchild, this is the podcast for them.

Mar 27, 202130 min

One Year Ago

The Covid Crash was one year ago. What did you learn? What would you have done different? On this podcast, Karl discusses the tremendous change in the market we've experienced in just one year.

Mar 20, 202127 min

What Are NFTs?

On this podcast, Karl explains what NFTs are and how they work. Non fungible tokens are becoming very popular. This new technology is growing in popularity and could be coming to your portfolio.

Mar 13, 202126 min

Til Death Do Us Part

While we don't want to think about it, it's inevitable. Our mortality. The responsible thing to do is start planning today. On this podcast, the discussion revolves around practical steps you can take today to make sure your family is provided for regarding household finances.

Mar 6, 202123 min

A Guide To Educational And College Planning

Our education system in the United States is rapidly changing. On this podcast, Karl welcomes guest Oliver Norman, CFP to discuss how we should be thinking about education for our kids and grandkids and the best ways to fund it.

Feb 27, 202145 min

Were You Prepared?

On this special podcast, many in Texas were hit with power outages and had no water due to the winter blizzard and freezing temperatures. Karl explains some various ways to prepare for just these types of situations.

Feb 20, 202128 min

Is 1970s Inflation Right Around The Corner?

We get the questions about rising inflation alot. On this episode, Karl welcomes Justin Pawl, CIO of Covenant to discuss inflation and potential implications for your portfolio.

Feb 13, 202136 min

It's A Great Time To Buy OR Sell A Business

On this week's podcast, Karl welcomes Clint Fiore, CEO of Texas Business Buyers. Clint tells us this is one of the best times ever to buy OR sell a company due to several factors.

Feb 6, 202149 min

David vs. Goliath

Did the little guy finally win against the big bad hedge funds? Perhaps this week they did. On this week's podcast, Karl explains what happened with Gamestop and many others this week and how the short sellers got squeezed.

Jan 30, 202133 min

Speculation Is Rising

There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains.

Jan 23, 202124 min

When Do I Sell A Stock?

On this week's podcast, Karl discusses the tough decision of when to sell a stock. Karl gives 3 simple things to consider to help make that decision.

Jan 16, 202122 min

The Market Has To Go Down, Doesn't It?

As the stock market continues to push higher, more and more people believe it must fall. But, does it? Karl answers that plus explains some of the reasons the stock market is making all-time highs.

Jan 9, 202131 min

More Changes Means More Financial Planning

On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?

Jan 2, 202130 min

Lessons from 2020

On this week's podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?

Dec 26, 202028 min

Don't Look At Us

The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.

Dec 19, 202040 min

Hit It Down The Middle Of The Fairway

IPOs, the next hot stock, and doom and gloom. These are all things that can lead to not achieving your financial goals. Karl explains how to prevent common errors with your portfolio.

Dec 12, 202027 min

Give The Gift Of Financial Education

On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and grandkids.

Dec 5, 202042 min

This Is What You Want To See

On this week's podcast, Karl discusses what characteristics he's seeing in this current bull market and why it could mean higher prices. Also, can the streak of a vaccine being released on a Monday continue? We're 3 for 3 in the last 3 weeks.

Nov 28, 202025 min

It's That Time Of Year

On this podcast, Karl discusses open enrollment season and what it means to you. Don't rush through it. Take the time to really make any necessary adjustments. You might need the help of a financial advisor.

Nov 21, 202026 min

How A Vaccine Changed The Character Of The Market

On this week's podcast, Karl discusses the big news from Pfizer and how a vaccine caused certain areas of the stock market to skyrocket while others were down after the news.

Nov 14, 202031 min

Too Close To Call

On this week's podcast, Karl discusses the stock market and the surprising jump. Also, now that the election has happened, what's next? What should you be focusing on?

Nov 7, 202031 min

Lockdown 2.0

Stocks struggled this week on the lack of a fiscal stimulus package and new lockdowns in Europe. Is America next? Plus, the election is just a few days away. Karl explains why the market is acting fairly rational.

Oct 31, 202024 min

A Comprehensive Discussion About Risk Management

Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the ways he helps clients reduce their risk.

Oct 24, 202046 min

Behind The Scenes of Covid-19

On this special episode, Karl interviews Dr. Larry Schlesinger, President & CEO of Texas Biomed. Karl and Dr. Schlesinger explore all the ins and outs of COVID-19, including the President's treatment and what lies ahead for us regarding the pandemic.

Oct 17, 202043 min

A Win Win Scenario?

Who's going to win the presidential election? Does it matter as far as Wall Street is concerned? Karl explains why the market could keep going up regardless of the winner.

Oct 10, 202026 min

Historical Impact Of Elections On Stocks

Do elections impact the stock market? Does it really matter who wins from a stock market perspective? Karl welcomes Justin Pawl, CIO of Covenant.

Oct 3, 202042 min

Financial Planning For Older Adults

You're now in retirement. That means there are new considerations in regards to financial planning. Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Karl Eggerss to discuss some valuable resources for older adults.

Sep 26, 202038 min

Are You Properly Positioned For The Rotation?

The technology sell off continues and value is beginning to outperform growth for the first time in several months. Will it continue? Are you positioned properly? Karl discusses.

Sep 19, 202025 min

How To Position Your Portfolio Through The Election

The presidential election is less than 60 days away and investors are beginning to wonder what the various outcomes will mean for their portfolios. Karl gives possible scenarios and some practical tips on how to navigate through this political season.

Sep 12, 202024 min

Reality Sets In

Has the tech bubble popped? Karl discusses the big drop in stocks this week and whether it should be isolated to just technology stocks.

Sep 5, 202024 min

Did The Fed Just Extend The Bull Market?

The Federal Reserve changed their policy and course this week and it could have big implications for your portfolio. It will definitely have big implications for retirees living on a fixed income. Find out what it was on this week's podcast.

Aug 29, 202023 min

12 Tax Scams You Need To Know About

On this week's podcast, Karl discusses the IRS's dirty dozen tax scams that they just released as a public service announcement and a warning. Karl explains. Plus, Karl discusses which company is now the first $2 trillion company. And, is the market really at all-time highs?

Aug 22, 202025 min

Ollie Interviews The Host

On this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.

Aug 15, 202028 min

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.

Aug 8, 202023 min

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 potential tax liability.

Aug 1, 202038 min

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.

Jul 25, 202019 min

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.

Jul 18, 202043 min

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.

Jul 11, 202020 min

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 predicting a "V" shaped recovery? Karl says not so fast.

Jul 4, 202025 min

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 embark on this lifestyle.

Jun 27, 202043 min

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 you take it? Karl welcomes guest and fellow advisor Mark Nokyos, CFP to the podcast. Mark works with employees of companies and has a tremendous amount of experience in the area of helping employees with their compensation packages and answering the tough question of whether or not they should accept an early retirement package.

Jun 20, 202035 min

3 Reasons For Last Week's Stock Market Drop

On this week's show, Karl discusses the return of market volatility and what really had investors in a bearish mood. Plus, a listener asks should he take money out of his 401(k) to pay down his mortgage loan.

Jun 13, 202028 min

The Estimates Were Way Off

On this week's show, Karl discusses the blowout jobs report and how far off the estimates were. In addition, Karl encourages listeners to to take big investor comments with a grain of salt.

Jun 6, 202024 min

Financially Supporting Adult Children

On this episode, Karl interviews Oliver Norman to discuss how to deal with adult children that need their parent's support financially. Oliver gives listeners practical tips.

May 30, 202040 min

A Guide To Dividend Investing

On this week's podcast, Karl Eggerss welcomes John Keeton, CFA to discuss dividend investing. John gives the audience several items to consider when buying a dividend stock.

May 23, 202034 min

The Billionaires Have Spoken

On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing. Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial planning techniques that you can use during the COVID-19 quarantine.

May 16, 202030 min

Using Trusts As Beneficiaries

On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.

May 9, 202034 min

Your Mind And Your Money

On this week's podcast, Karl welcomes Dr. W. Lee Warren. He's a brain surgeon, a veteran, a writer, a podcaster, and an inventor. Karl & Dr. Warren discuss how our minds affect our investing decisions and how to prevent our brains from becoming a deterrent.

Apr 25, 202043 min

The Big Unknown

On this week's podcast, Karl breaks down the action in the financial markets this week. Another box checked. But, questions remain. Find out what they are on this week's show.

Apr 18, 202025 min

Planning Techniques For The Current Environment

On this week's show, Karl is joined by John Eadie, the Founder and Managing Director of Covenant. John is a CPA, CFA, CFP®, PFS, CLU®, CIMA, & CKA®. John gives the listeners some tips and techniques in the current environment. Plus, Karl discusses the best week in the stock market since 1974.

Apr 11, 202040 min