Creating Richer Lives

Since 2008, interest rates have generally been suppressed making it very difficult for investors to find reliable and reasonably high income. On this podcast, Karl Eggerss welcomes guest Justin Pawl to discuss some ways to build a portfolio with the goal of generating income. Topics discussed on this podcast: Bond Ladders Dividend Paying Stocks Covered Calls Structured Credit Monthly Income Inflat...

After almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street. Topics discussed on this podcast: Millionaires How the Ultra High Net Worth invest their money Bond Ladders Monthly...

On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family. Plus, a winter sto...

On this podcast, Karl Eggerss discusses the fast start for stocks this year. He goes under the hood to see what's driving the rally. Plus, a listener question on investing internationally and how to avoid investing in countries and companies in which you disagree. Topics discussed on this podcast: Heavily Shorted Stocks Bonds Interest Rates ESG Seasonal Investing Investing In China The Federal Res...

On this podcast, Karl Eggerss discusses the various ways 2023 will differ from 2022. Also, he gives his outlook. Topics discussed on this podcast: Stocks Bonds Interest Rates Asset Allocation The Federal Reserve The Economy For more information, go to  https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email  info@creatingricherlives.com #investments #stocks #b...

On this podcast, Karl Eggerss discusses 3 mistakes he's seen in just the last few days that he believes could be costing people money. It ranges from legacy stocks to loans for a car.  Topics discussed on this podcast: Financial Mistakes Legacy Stocks Loans vs. No Debt Tax Professionals The Federal Reserve The Economy For more information, go to  https://www.creatingricherlives.com For suggestions...

On this podcast, Karl Eggerss discusses his outlooks for 2023. Plus, how seriously do you take your investments? Do you view them as a long-term investment or are you just "playing the market"? Topics discussed on this podcast: The Federal Reserve Volatility index Stocks Bonds Investment management Tax changes 2023 For more information, go to  https://www.creatingricherlives.com For suggestions or...

On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022. In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change? Topics discussed on this podcast:...

The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusses: New required minimum distribution ages Adjusted income tax brackets Increases to the amount individuals can save in retirement savings vehicles Changes to new 401(k) plans Increases to the standard...

On this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different. Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.

On this episode, Karl Eggerss explains what separates good investors from bad investors. Plus, one asset is having one of its best months in the last 20 years.

On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.

Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's next? In addition, will there be contagion from the FTX fallout? Karl explains why that could be the case.

While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.  

The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?

On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?

Interest rates are rising and wreaking havoc on the financial markets in 2022. But, the good news is that interest rates have risen enough to make bonds interesting once again. On this episode, Karl Eggerss answers a listener question regarding bonds and bond portfolios.

Volatility continues in the financial markets. And we saw a huge turnaround Thursday. Was it just a temporary bounce or something more? Plus, 2022 is shaping up to be worse than 2008. Karl Eggerss explains why.

Inflation is at a 40-year high. Interest rates are at levels we haven't seen in a very long time. We've been conditioned over the past several years to pay off debt. But, is that the right move for you? On this episode, Karl Eggerss discusses when it's appropriate to pay down debt and some instances when it's not.

On this podcast, Karl Eggerss discusses why the current stock market isn't much different than ones we've seen in the past and why this could be a fantastic opportunity. If you've been doing this a while, you have history on your side.

On this episode, Karl Eggerss discusses the options all investors have in a bear market. What are the pros and cons of making changes to your portfolio?

On this episode, Karl Eggerss welcomes Noel Strickling, a CAPTRUST Dallas based advisor. Many are confused when it comes to the topic of Restricted Stock Units (RSU). How do they work and what are the most common mistakes employees make in regards to RSUs.  

On this episode, Karl Eggerss discusses that even though stocks have fallen, they are actually even cheaper than most people realize. Plus, the pendulum continues to swing as emotional investors continue to buy and sell.

On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.

The Federal Reserve means business. For the last two months, investors thought maybe, just maybe, there was a chance the Fed was nearing the end of their interest rate raising cycle. But, Jerome Powell squashed those hopes on Friday in his brief Jackson Hole remarks. Karl Eggerss discusses how to approach this market with uncertainty still elevated.