Creating Richer Lives

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. 

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.

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.  

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?

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.

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.

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.

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.

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

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.