Taking Care of Business Podcast

On today's episode, Tommy and George dive into the basics of the stock market! What is a stock? How and why does the price change? It can seem overwhelming trying to digest the market as a whole, so tune is as we boil it down to basics. Tune in to hear more!

On today's episode, Tommy and George discuss certain things that we as financial planners worry about, and the things that we don't worry about. There's a lot of worry and concern in our world today, and we have to decide what's important enough to spend our time worrying about. You might be surprised at what those are, or maybe aren't. Tune in to hear more!

On today's episode, Tommy and George discuss everyone's favorite topic...taxes! With all the buzz about potential new tax laws lately, this is a great opportunity to go into more detail about taxes. Today, we're specifically diving into the many different kinds of taxes that we pay, tune in to hear more!

On today's episode, George and Tommy discuss the more pleasant side of taxes...the difference between tax deductions and credits. Both play an integral part in filing your tax return, and knowing the difference can save you a lot of money if you know how to utilize them correctly. Tune in to hear more!

On today's episode, join Tommy and George while they talk about who we are at the Journeys Group, and what sets us apart from other firms. Our firm was started out of a desire to provide holistic financial planning to people while maintaining our Christian values in the process. Tune in to hear more!

On today's episode, Tommy and George discuss the importance of generosity, and how to take control of your money. One of our favorite mantras at The Journeys Group is this, "Money is a tool. You can use it, or it can use you." If you are in a situation where your money is controlling you and every aspect of your life, why not make a change? Tune in to hear more!

Join George and Tommy today as they discuss some of the most popular buzzwords floating around! With the availability of news and media all around us, there are more and more buzzwords being thrown around to describe the economy, and these words are often used to make it seem unapproachable or to incite fear. Join us today as we pull back the veil on some of these words and break each of them down...

On today's episode, George and Tommy talk about the ABC's of Medicare! The financial industry has successfully made Medicare seem complicated through the sheer volume of information that is provided. The goal of today's show is to break it down into the individual parts and talk about what they cover, don't cover, and everything in between. Tune in to hear more!

On today's episode, join Tommy and George for a personal Q&A about Medicare! Tommy is approaching 65 in November, so the time for him to sign up is rapidly approaching. Today's show is a very candid conversation where George answers any and all questions that Tommy has about what he'll be signing up for. Tune in to hear more!

On today's episode, Tommy and George discuss the prime interest rate. The prime rate is a hot topic in today's news, but it's rarely discussed in great detail. Today we talk about what exactly the prime interest rate is, how it affects us as consumers, and what the upcoming prime rate could look like. Tune in to hear more!

On today's episode, Tommy and George delve into the specifics of stock pricing. Wall Street is essentially a giant auction, and the price of a stock is affected just like an auction. There are several factors that come into play, tune in to hear more about the specifics!

On today's episode, Tommy is flying solo! Join him as he discusses the upcoming political election, and how to prepare your financial future no matter who ends up in charge. The same principles apply despite who is running the country, so join Tommy find out more!

Tommy is flying solo again on today's episode! Today's topic: liquidity. No matter what kind of economic environment we're in, it is vitally important to have a certain amount of liquidity on hand. Having that liquidity is a massive step towards financial freedom, and brings with it so many benefits. Tune in to hear more!

On today's episode, Tommy and George discuss a case study that highlights the kind of forward thinking that comes into play when planning for your financial future. Financial planning is like chess, we are constantly thinking and planning several steps ahead in order to find the most effective way to achieve your goals with plenty of flexibility. Tune in to hear more!

On today's episode, Tommy and George take a break from any financial topics to talk about Independence Day. We've got a myriad of fun facts and information about the 4th, and we invite you to join us for a more lighthearted episode today. Listen in to hear more!

On today's episode, Tommy and George go over some common financial misconceptions that people tend to fall victim to. These misconceptions may be holding you back from helping to achieve your financial goals, and the freedom that comes with it. Listen in to learn about these untruths and how to avoid them!

On today's episode, Tommy and George discuss the importance of having a recipe for your financial future. Just like baking a cake, it's very difficult to have a successful end product if you don't have a recipe to follow along the way. Your financial professional should have this recipe laid out, and it should be easy to follow and understand. Tune in to hear more!

On today's episode, Tommy and George discuss what your financial priorities should be. Specifically, they talk about tithing, emergency savings, and putting money away for retirement. Before any other budget item, these should be taken care of. Tune in to hear more about these, and the benefits of each!

On today's episode, Tommy and George discuss debt management. Debt can be one of the largest contributors to stress in someone's life, but there is always a way out. Today we discuss ways to avoid debt, as well as the ways to get yourself out from underneath existing debt. Tune in to hear more!

On today's episode, Tommy and George unpack and discuss equity-indexed annuities. Annuities often are vilified in the media, but are powerful tools in the right circumstances. Listen in to find out the good, the bad, and everything in between. Tune in to hear more!

In today's episode, George and Tommy unpack recessions. The common rhetoric is that recessions are a world ending event, when in fact they are a healthy part of a normal and functioning economy. We review historical data about recessions, and delve into how to properly position and prepare yourself for future recessions. Tune in to hear more!

Do you know what you're paying for your investments? On today's episode, Tommy and George delve into the impact of fees on your return, and the importance of understanding what exactly you're paying. Excessive fees can be one of the biggest killers of a return on investment, and you as the client need to be aware of what costs go into an investment. Tune in to hear more!

Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a Certified Financial Planner in order to get t...

George is flying solo on today's episode! Join him to hear about the different experts that make up a full financial team. Just like working on a project, one tool can't do every job, so it's important to bring in the experts for the different aspects of your financial future, such as taxes and estate planning. Tune in to hear more!

On today's episode, Tommy and George continue to dive into the state of the economy under President Biden. Last episode showcased the dangers of media bias and how easy it can be to twist statistics. Today's show is a look at nothing but hard numbers to give a more accurate picture of what's really going on with the economy. Tune in to hear more!