Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

(This is a previously published episode from February)  Unlock the secrets of turning financial complexity into clarity from our full-house of experts, led by host, Andy Keeler, along with his team: Abby Rose, Jessica Hultberg, and Mark Beaver. Abby shares an intriguing tale of how strategic tax planning converted a looming tax bill into a surprising (and large) refund, illustrating the power of d...

Why would supposedly rational people bid $28 for a $20 bill? What makes gambling so irresistibly attractive despite overwhelming odds against winning? Dr. William Resch pulls back the curtain on the powerful psychological forces that drive our betting behaviors in this eye-opening conversation with Andy. Step into the carefully engineered world of modern gambling, where nothing happens by accident...

The way we think about long-term care needs a radical reimagining. Moving beyond the antiquated image of hospital-green hallways and institutional settings, our expert guests Sherlyn Swindell of Plus Financial Network and Lisa Harder of Securian Financial help reframe this inevitable life phase as an event rather than a place . "We all are going to need care," Sherlyn explains, helping l...

Have you ever noticed how the discipline required to maintain physical health mirrors the discipline needed for financial success? This fascinating connection forms the foundation of our exploration into the parallels between physical and fiscal fitness. Andy and Mark dive deep into the striking similarities between wellness and wealth-building, revealing how mastery in one area can translate to s...

After two years of exceptional market returns exceeding 24%, volatility has returned with the S&P 500 entering correction territory—down approximately 10% from recent highs. But before you hit the panic button, our panel of financial experts offers invaluable perspective that might change how you view this downturn. Did you know the average intra-year market decline is actually 14%? That'...

Are you curious about leveraged ETFs (exchange-traded funds) and their potential to amplify returns? Or amplify your risks?  Andy and Mark delve into the mechanics of these financial products, breaking down how they aim to provide returns that are two or three times that of indices like the S&P 500 and NASDAQ.   Sounds attractive, right?  However, we uncover the hidden risks and complexities t...

Unlock the secrets of turning financial complexity into clarity from our full-house of experts, led by host, Andy Keeler, along with his team: Abby Rose, Jessica Hultberg, and Mark Beaver. Abby shares an intriguing tale of how strategic tax planning converted a looming tax bill into a surprising (and large) refund, illustrating the power of diligent oversight.   Jessica delves into the nuances of...

So let's say you and your spouse are saving for a nice vacation that's still 18 months away.  We're talking Europe!  Or, a new model luxury SUV that just came out but you want to wait a year and let that new car depreciation decrease just a bit. (smart move!)  Either way, you want to save thousands of dollars over a 12 to 18-month period but you don't want it to just sit in a t...

Just how much of your nest egg are you willing to lose?   That's just one question to ask if you really want to invest in cryptocurrency.  This episode is the second of a two-part series where Andy and Keeler & Nadler's Mark Beaver do a deep dive on crypto.  The first part was essentially crypto 101:  what it is, what it isn't and its future as a form of currency.  This episode...

How's this for a couple of fun financial facts?  The United Nations recognizes exactly 180 currencies worldwide.    A lot, right?   From the Czech Koruna to the Danish Krone, the Botswana Pula to the Mexican Peso.     The currencies are backed by government entities for both credibility and value.  Now what if we told you there are currently more than 20,000 forms of cryptocurrency and the en...

Whether it's legendary investor Warren Buffett, local billionaire Les Wexner or the low-key guy next door who just paid cash for a snazzy retirement beach condo, wealth builders of all stripes typically have three investment avenues to quote ' get there '.   They are:  owning a business, investing in stocks and investing in real estate.    Yes, there are other ways to make money and...

Did you know 38% of college students transfer to different schools?   When they do, the cost goes up, on average, $14,000 to eventually get that degree.   (And of that 38%, 46% of them will transfer again!)  So, choosing the right school the first time saves dollars but also saves worry and anxiety for both the student and parents.   Cozy Wittman of College Inside Track is back to join Andy for an...

According to CNBC, the average cost of auto insurance rose more than 25% this year.  In some states, that number was 40%!  Many homeowners saw double-digit premium increases this year, too.    So, what's going on?   It's not just inflation driving up costs;  it's more extreme weather patterns for homeowners and more accidents and more complex cars for drivers.   But maybe you'r...

It's estimated there are 2200 cyberattacks every day and that's likely under-reported.   You see the headlines of hackers getting into government departments, email servers and demanding ransom payments.    But the notion breaches are coming from guys sporting hoodies, living in dark basements and hacking into the FBI is largely the stuff of Hollywood.   We now know entire nations are sp...

 While financial planners tend to be prudent and make evidence-based decisions on the wealth management side, we'll take $50 to Vegas that you didn't know this one;  the consumption of straw hats was a marker for inflation in the early 1900's.    Today, those markers include everything from computers and cars to clothes and cell phones.  Inflation has been a constant in just about e...

'I'm going to see my estate attorney later today'   would likely come across as a very bougie thing to say to your next-door neighbor as you cross paths mowing the yard on a Saturday.   Yes, 'estate planning' has an air to it of gated mansions, manicured lawns, and brick-paved driveways but the truth is, if you own any home and have some savings, you have an estate.    And...

The MIT Age Lab says we have a 'longevity paradox' which actually derives from a good thing.  What has humankind tried to achieve since the beginning of time on earth?  Extend our time on earth.   Now that we're living longer, research shows we don't really know what to do with all the extra time.   MIT has created a model of 4 phases of life divided into 8000 hours per phase -...

Sociologists tell us our cars depict our personalities, our likes and even our values.  Well, a premiere college advisory expert wants you to think about the type of car you are when thinking about college for you or your kids.    It makes sense if you think about it; do you want a university with some pizazz, a little glitz and glamour?   Or is that college degree about getting from point A to po...

Our podcast host and founder of Keeler and Nadler, Andy Keeler, comes clean in the episode too.   As you'll find out and come to know, Andy collects and loves old cars.  Well, a recent negotiation to sell one didn't go so well.   Enter - Kwame Christian.  Actually, Andy's example is just one of many discussed in this episode.  Kwame hosts the #1 negotiation podcast and excitedly sha...

That one thing to find deals on travel is simple - put in the work.   But don't worry, not only do we have a guide to finding those deals in this episode, we have a guide at Keeler and Nadler.   CFP, Jessica Hultberg, has been snagging travel deals since she was in college and for years since on flights, vacations and hotels.   She loves this stuff!    She and Andy talk credit cards, travel c...

 We've all seen the commercials on cable TV, heard them on the radio and yes, there are even podcasts dedicated to investing in gold.  In those :30 commercials, the verbiage often goes something like this, "Protect yourself against the churn of world events and the up-and-down stock market with safe, secure precious metals like gold..."     So, should you?   Plus, what's the re...

If you have ever had buyers remorse or felt guilty after eating that bowl of ice cream before bed, Episode 4 of Financial Opportunities Uncovered is a must listen.  Join us as our guest, Dr. Drew Hanks, Associate Professor of Human Sciences at The Ohio State University, explains how we can prevent ourselves from making decisions we might later regret.  From “winning” the bid at an auction, to nego...

In 1924, the Dow Jones Industrial average hovered around 90 much of the year.   That's not a typo.  Fast forward 100 years and it broke 40,000 a few weeks ago.    It's a number that moves markets, captures worldwide headlines and can even shape political campaigns.   And yet, the Dow is only comprised of 30 companies.  30 LARGE companies but 30 nonetheless.   Keeler and Nadler's And...

Mollie Steiner knows a lot about health, fitness and longevity to life.   She also knows a lot about being grateful for all three.  She's an amazing athlete herself and has motivated and taught thousands of people in fitness classes over the years.    Today, she brings her knowledge, energy and vision to the City of Dublin as Recreation Administrator for Corporate and Community Wellness.    A...

Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS?   Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts.  I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we're reall...