ecoxn

Retirement and Investment Literacy

Business EN ↓ 89 episodes

By TouchstoneFinancialEducation.com - See our Market Updates and work with us one-on-one!

Author

ecoxn

Episodes

Tying It All Together 18.08.2022 19:54

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

Stock Analysis - Preferred Stock 03.08.2022 16:17

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

Dividend Stocks - What Are Dividends? More Fundamentals 16.07.2022 21:37

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

Stock Analysis - First Steps 04.07.2022 20:27

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

Start Preparing For The Next Up Swing In The Market - Doing Your Homework 17.06.2022 15:51

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

Is It Time To Jump Back In The Markets? 08.06.2022 16:00

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

Should I Hire A Financial Advisor? What Is A Fiduciary? 23.05.2022 19:27

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

I Bonds Explanation 12.05.2022 9:16

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

Asset Allocation and Market Volatility 12.05.2022 16:09

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

Funds - Passive & Actively Managed Funds. What Do I Choose? 02.05.2022 16:15

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

Mutual Funds And ETFs - What’s The Difference? 21.04.2022 20:10

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

Retirement and Investment Accounts 11.04.2022 14:56

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 Basics and Introduction 06.04.2022 20:24

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

Retirement & Investing Introduction 04.04.2022 20:24

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.