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

#7 – “Market Update April 30 2022” 05.05.2022 19:10

My topic today is an overview of the markets through 4/30/2022. Also check out the graphs on my blog post.

#6 – “Fed raises rates…” What does that mean? 21.04.2022 24:26

My topic today covers the Federal Reserve and how action from the FOMC impacts your investments and cost of debt.

#5 – Tax return surprises? Still time for action, then plan 21.03.2022 23:20

My topic today covers steps to take now that impact your 2021 tax return. I also mention strategies to implement for the current tax year.

#4 – Roth vs. Traditional: How to Decide 08.03.2022 28:07

My topic today is Roth vs. Traditional. I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.

#3 – Taxes: Base Understanding for Planning 17.02.2022 15:49

My topic today is taxes. I break it into 4 steps to provide a base understanding – 1) types of income; 2) what tax rates apply; 3) tax brackets; 4) how summarized on the 1040. Visit pvwealthmgt.com Follow Kirk Kreikemeier CFP® on Twitter , Facebook , LinkedIn and YouTube .

#2 – You Need a Reserve Fund 03.02.2022 17:09:00

My topic today is a reserve fund – What is it? How much is needed? Where to invest? I discuss additional sources beyond just a bank savings account, including the double-duty of a Roth IRA! Visit pvwealthmgt.com Follow Kirk Kreikemeier CFP® on Twitter , Facebook , LinkedIn and YouTube .

#1 - Welcome to The Financial Translator 26.01.2022 3:07

In this first episode of The Financial Translator, learn about Kirk and his podcast mission to provide financial confidence and clarity for his listeners. ----- Visit pvwealthmgt.com Follow Kirk Kreikemeier, CFP® on Twitter , Facebook , LinkedIn and YouTube .