Kirk Kreikemeier, CFP®

The Financial Translator

Business EN ↓ 107 episodes

Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.

Author

Kirk Kreikemeier, CFP®

Episodes

#58 - Financial Framework for Early Career Update 20.06.2024 32:51

Here is my graduation gift for those starting their first job - and a refresher for others already working. Interested in learning more about this topic? Don't miss our blog post! Want to to learn more about our firm? Schedule a call today by clicking here.

#57 - Market Update 5/31/2024 04.06.2024 23:56

This episode provides a market update through May 31 2024!

#56 - SS + Medicare Funding Status 23.05.2024 29:30

The latest funding status of Social Security and Medicare is available. Yes, the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.

#55 - Market Update 4/30/2024 02.05.2024 25:31

This episode provides a market update through April 30 2024!

#54 - Want better tax planning? Here are key lines from your 2023 Tax Return 25.04.2024 27:36

Before tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.

#53 - Market Update 3/31/2024 04.04.2024 20:11

This episode provides a market update through March 31 2024!

#52 - Last Minute Tax-Planning and Documents for Accountant 26.03.2024 24:28

I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. Looking for more information? Don't miss our blog post on this topic here. Interested in learning more about our firm? Click here to schedule a conversation.

#51 - Market Update 2/29/2024 05.03.2024 16:43

This episode provides a market update through February 29 2024!

#50 - Inflation Update 28.02.2024 21:33

Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.

#49 - Market Update 1/31/2024 02.02.2024 17:54

This episode provides a market update through January 31 2024!

#48 - 2024 Implementation of SECURE Act 2.0 24.01.2024 20:53

Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.

#47 - Market Update 12/31/2023 05.01.2024 19:50

This episode provides a market update through December 31 2023!

#46 - Father Forgets 14.12.2023 4:51

Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.” Happy Holidays!

#45 - Market Update 11/30/2023 05.12.2023 20:48

This episode provides a market update through November 30 2023!

#44 - Financial Tips for the Newlyweds 29.11.2023 27:34

Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life. Interested in learning more on this topic? Don't miss this blog post! Want to learn more about our firm? Schedule a conversation by clicking here.

#43 - Market Update 10/31/2023 03.11.2023 22:24

This episode provides a market update through October 31 2023!

#42 - Annual Benefits Enrollment 18.10.2023 20:40

It’s that time of year. Don’t just click on last year’s options - take a closer look. Want to learn more about this topic? Don't miss this blog post! Interested in learning more about our firm? Schedule a call today by clicking here!

#41 - Market Update 9/30/2023 04.10.2023 17:46

This episode provides a market update through September 30 2023!

#40 - 2024 SS Benefit Inflation Estimate - 3.1 - 3.3% 14.09.2023 15:28

After the high 8.7% for 2023, the 2024 SS cost of living adjustment is expected to be above 3%; will be finalized on October 12.

#39 - Market Update 8/31/2023 05.09.2023 16:25

This episode provides a market update through August 31 2023!

#38 - Inflation - Coming Down but Still High 21.08.2023 18:24

Headline inflation – as measured by CPI – was 3.2% last month. But that is well above the 2% Fed target and other measures are much higher.

#37 - Market Update 7/31/2023 03.08.2023 18:10

This episode provides a market update through July 31 2023!

#36 - College Financial Tips for Parents and Students 24.07.2023 21:24

In addition to the excitement (and nervousness) of heading off to college, here are some financial tips to help with the transition.