Creating Richer Lives

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.

On this podcast, Karl Eggerss discusses how to manage an aggressive stock portfolio. There are some key items to think about before investing.

Remember all those people buying meme stocks back in 2020 and 2021? Many of the may have lost a fortune in 2022.  But, they're back buying again. On this episode, Karl Eggerss discusses the impact they're having on the stock market and why the stock market has had such a big rally in the past two months.

On this episode, Karl Eggerss & Oliver Norman discuss the challenges of losing a loved one and the practical steps to take should that event occur.

Interest rates have risen significantly in recent months. On this podcast, Karl Eggerss discusses the various options investors have for emergency savings, rainy day funds, or just cash needs.

The market bounced back this week. But, will it last? It may depend on one key item. On this episode, Karl Eggerss discusses what Wall Street is focusing on now.

On this episode, Karl Eggerss welcomes Becky Dinnin, Executive Director of SVPSA and Justin Pawl CFA of CAPTRUST. Both of them discuss a unique approach to philanthropy and the difference SVPSA is making in multiple communities.

On this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.

On this episode, Karl Eggerss discusses how the economic outlook is changing and that change has allowed one major asset class to begin making money again. Plus, an update on the commercial real estate market

After two horrible weeks for the financial markets, this past week was a breath of fresh air. But, will it last? Karl discusses whether it was just another dead cat bounce in a bear market or did something really change?

The stock market suffered another bout of selling following a more aggressive Federal Reserve hike. Some things happened recently in the stock market that have never happened. On this episode, Karl Eggerss discusses how to determine your risk tolerance and to have a portfolio that matches that and your financial goals. 

A slowing economy, inflation, and an aggressive Federal Reserve is a bad combination. On this podcast, Karl Eggerss explains why and how to navigate in the current environment.

On this episode, Karl Eggerss discusses that to have true financial freedom, it takes more than a calculator. While there is some science to financial planning, it takes more art than anything.

The stock market snapped back and had one of the biggest weekly gains in two years. But, is it just temporary? Regardless, on this episode Karl Eggerss gives you some practical tips on what you can be doing to actually benefit from a bear market.

The Dow Jones hasn't had this bad of a streak in almost 100 years! On this episode, Karl Eggerss discusses why there are opportunities now and the outlook for the stock market is better. Plus, this is the time to take advantage of the current market meltdown. He'll give you some tips on ways to improve your financial situation.

On this week's show, Karl discusses why investing can be hard. But, there are ways to navigate this market and turn lemons into lemonade.