Creating Richer Lives

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.

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.

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.

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

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. 

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?

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.

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.  

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.

On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.  

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.

On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical. 

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.

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.

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 w...

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.

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.

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.

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.

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.

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.

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. 

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.

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.  

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.