Retirement and Investment Literacy

Moving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.   Touchstone Financial Education Elliott Cox

Continuing with stock analysis. Income producing stocks - preferred stocks. How to pursue income on the equity (stock) side of the market.   Touchstone Financial Education Elliott Cox

Continuation of stock fundamentals. Dividends - what are they, how do they work, and how to compare dividends between companies and industries. Equity Income Investing.   Touchstone Financial Education Elliott Cox

This podcast is about using fundamental analysis. Earnings per share (EPS) and revenue number and P/E ratios. I will be introducing other metrics in following podcasts.   Touchstone Financial Education Elliott Cox

Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.   Touchstone Financial Education Elliott Cox

Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.   Touchstone Financial Education Elliott Cox

In this podcast I cover - should I hire a Financial Advisor?  What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.   Touchstone Financial Education Elliott Cox

Wanted to explain in detail what an I Bond is and how they work.  Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.   Touchstone Financial Education Elliott Cox

This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?   Touchstone Financial Education Elliott Cox

Description of the difference between actively and passively managed funds. Differences in cost and performance.     Touchstone Financial Education Elliott Cox

Description of a mutual fund and an Exchange Traded Fund.  The differences and similarities.   Touchstone Financial Education Elliott Cox

Retirement account review, back door and mega back door options.  Also brokerage account introduction. Podcast number 2 in this series.   Touchstone Financial Education Elliott Cox

Retirement Accounts for beginners and introduction for future episodes on investments and retirement.

Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRAs). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions.  Subsequent episodes will provide more detail on investing in general.