Taking Care of Business Podcast

Join in on this episode to hear more about different parts of a portfolio, specifically the income portion, which is also known as annuities! Annuities can be a very good thing if it is suitable for you but it is super important that you understand what an annuity is and all the different types of annuities. Tune in now to hear more information that you don't want to miss!

Join us in todays episode to hear Tommy and George discuss the different parts of a portfolio including your income, your growth and your savings. There is no one size fits all when it comes to a portfolio. Depending upon your age as well as many other factors of personal life, that will determine the different aspects of your portfolio! Tune in now to learn more!

In today's episode, George and Tommy will be discussing diversification when building portfolios such as 401K(s) and how to suit them to you personal needs and certain points in your life!  Don't miss out on this great information, tune in now to hear and learn more!

In today's episode, Tommy and George will be discussing fees and why they are important! Fees are super important to consider when looking into an investment portfolio among many other things. Tune in now to hear more about fees, what to look for, and the things to consider!

Every New Year we often hear the term 'new years resolutions' but, what exactly is a resolution? What type of financial resolution is important to be made? Tune in to find out! Tommy and George will be discussing resolutions for the new year that they believe is important to be made and implemented. Don't miss out!

Happy new year! We are starting the new year off right by discussing good financial habits that you need to form! Now, you don't necessarily have to apply this to your finances, it can be applied to whatever suits your needs! Don't miss out tune in now to hear more!

Today's episode is a special one because it is the Taking Care of Business Christmas special! Christmas is Tommy and George favorite time of the year! So, to really bring in the Christmas spirit, they will be discussing what the true meaning of Christmas is and what it is really all about. Don't miss out on this magical episode!

Join in on this episode to hear Tommy and George discuss financial things to think about when wrapping up this year and other things to consider as you head into the new year! There are lots of elements to take into consideration when you are financially planning for the end of the year so tune in to have all your questions answered!

In todays episode, Tommy and George will be explaining what 'noise' is and how to tune it out when it comes to investing. Investing is a long term goal and you should have a set plan to get where you want to be. Anything that deters you from that you want to avoid at all cost. Lot's of great information in this episode that you won't want to miss so tune in to learn more!

Join in to hear Tommy and George talk about finances during the holidays. Financial stress is very common and even more common during the holidays so Tommy and George will be discussing what the typical person does with their money every time they get paid and how they can change that to be more beneficial. Tune in to hear more!

This episode is a little bit different than our normal shows but in the spirit of Thanksgiving, Tommy and George will be talking about Thanksgiving and how it is important to be thankful even when it is difficult to find things to be thankful for. Tune in today to get some holiday spirit and insight!

Join in on today's episode to hear Tommy and George talk about recession, inflation, and interest rates. It has been talked about quite frequently but with the way the economy is at the moment, it needs to be discussed. Lots of great and important information that you don't want to miss so tune in now to hear more!

Tune in to hear Tommy and George discuss the all time interest rate heights and what is to be expected in the near future. They will also be discussing their take on the Federal Reserve Board and what they predict is happening. Join in now to hear more!

What is a CFP?  What does it take to become a CFP? Join us as George and Tommy discuss the process to becoming a CFP (certified financial planner) and what a CFP actually does. George is currently in the process to becoming a CFP and will actually be taking his final exam soon 👏 ! So, he will be talking about all the steps and details and why it's important.  Tune in now to find out all abou...

Join in on todays episode to hear Tommy and George talk about 401Ks. They will be talking about common questions they get regarding 401k and, really, everything you need to know about them! Tune in now!

Tune in to hear Tommy and George discuss the top concerns they hear about within todays economy. They will be addressing the concerns and explaining common misconceptions surrounding them! Great information provided within this episode that you won't want to miss. Join in now!

Join in on today's episode to hear Tommy and George talk about Trusts! They will be explaining what a trust is, the different types there are, and what they are used for. Lots of great information you won't want to miss. Tune in now!

In today's show, Tommy and George will be discussing Estate Planning including why it's important and what it actually is. They will also be explaining common misconceptions revolving Estate Planning and how it's important for everyone to consider and think about. Tune in to find out more!

Join us in today's episode to hear Tommy and George talk about the worst client they have had in their experience. Now, I know this may seem bad but we are talking about the client situation, not the client himself. We have permission from said client and his case is a great case study because his situations will probably pertain or relate to a lot of people. So, tune in now to learn more, yo...

What is the difference between a growth portfolio and an income portfolio? Join in on today's episode to hear Tommy and George explain the difference of the two and the importance of them depending upon the person and their circumstances. Tune in to learn more, you don't want to miss it!

In today's episode, George and Tommy will be discussing how typical people should prepare for inflation. This is sort of a two part series with the first part being "Inflation, Recession, and Interest Rates" so go check out that episode first! Tune in to hear lots of great information and to possibly gain a better understanding as to why these things happen, what causes it, and what...

Inflation, recession, and interest rates. How do they all work? How do they all relate to each other? How do you combat it? Join in to hear Tommy and George answer all your questions on the matter and explain why it happens. 

Tune in to find out the investment philosophy for The Journeys Group! Tommy and George will be discussing how they make investment decisions for TJG and their reasoning behind it. Tune in to compare your beliefs/reasoning with ours and see how we justify our investment philosophy. Lots of great information you wont want to miss!

George and Tommy will be discussing the importance of investment philosophies. Everyone should have an investment philosophy which is just a fancy way for saying a solid reason behind your investments. It's super important to know what you should be doing when it comes to investments and why you should be doing it. Tune in to find out more!

Tune in to today's episode to hear Tommy and George explain the differences on financial planning between different generations going all the way back to 1910! Join in to see how your generation financially plans and compare it to yourself to see how you can manage money better!