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.
May 01, 2021•23 min
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.
Apr 24, 2021•26 min
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.
Apr 17, 2021•41 min
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.
Apr 10, 2021•41 min
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.
Apr 03, 2021•42 min
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, 2021•31 min
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, 2021•27 min
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, 2021•26 min
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 06, 2021•24 min
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, 2021•46 min
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, 2021•29 min
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, 2021•36 min
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 06, 2021•49 min
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, 2021•33 min
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, 2021•24 min
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, 2021•23 min
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 09, 2021•32 min
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 02, 2021•31 min
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, 2020•29 min
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, 2020•40 min
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, 2020•27 min
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 05, 2020•42 min
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, 2020•25 min
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, 2020•27 min
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, 2020•31 min
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 07, 2020•32 min
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, 2020•24 min
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, 2020•47 min
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, 2020•44 min
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, 2020•27 min