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 03, 2020•42 min
Creating Richer Lives
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
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Episodes
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, 2020•39 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, 2020•25 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, 2020•24 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 05, 2020•25 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, 2020•23 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, 2020•26 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, 2020•29 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 08, 2020•23 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 01, 2020•38 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, 2020•20 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, 2020•43 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, 2020•20 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 04, 2020•25 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, 2020•43 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 ...
Jun 20, 2020•36 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, 2020•29 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 06, 2020•24 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, 2020•41 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, 2020•35 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, 2020•30 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 09, 2020•34 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, 2020•43 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, 2020•26 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, 2020•40 min
A Few Improvements
On this week's episode, Karl discusses that despite the astronomical unemployment numbers that most of us have never seen before, there were some bright spots in the financial markets.
Apr 04, 2020•33 min
It's A Start
On this week's podcast, Karl discusses some of the boxes that got checked that helped the market rally. Volatility continues and Karl shares what investors will be looking for next for the uptrend to continue.
Mar 28, 2020•30 min
Another Week To Forget
On this week's show, Karl discusses the continued sell off in the financial markets and how diversification isn't helping at the moment. Plus, Danny Simmerman and Holly Veenker of TIA Group join Karl discusses the skyrocketing insurance rates.
Mar 21, 2020•45 min
This Generation's 1987
On this week’s podcast, Karl discusses the extreme volatility and historic fall in the stock market that can only be compared to 1987. Most investors have never seen a drop of this magnitude, and certainly not this fast.
Mar 14, 2020•39 min
Avoid These 5 Mistakes During A Divorce
On this week's show, Karl welcomes Oliver Norman, CDFA® to discuss the financial implications of going through a divorce. Oliver gives some practical tips and things to think about to reduce the odds of financial mistakes during divorce.
Mar 07, 2020•39 min
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