On this podcast, Karl Eggerss explores what changes were made during the pandemic for giving to charities and explains various techniques around philanthropy.
Time Is Running Out On This Giving Benefit
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Estate Planning
Will You Be Affected By The Proposed Tax Changes?
On this episode, Karl Eggerss dives into some of the tax changes that are in the latest proposal. There is a sigh of relief for some while others may expect a higher tax bill.
What Is An RIA?
On this podcast, Karl Eggerss explains what is an RIA. It stand for a Registered Investment Advisor. You may have heard the term, but don’t know the definition.
Be Prepared
The old Boy Scout motto is the best advice possible when having to deal with the financial implications of losing a close loved one. I can speak firsthand to this as I recently lost my wife of almost thirty-seven years. I am in the business of being financially prepared for anything and I have still been overwhelmed with the number of tasks that need attention at this challenging time.
Go Into Retirement With Confidence
Many workers don’t know if they can retire. On this podcast, Karl explains how to go into retirement with confidence.
Til Death Do Us Part
While we don’t want to think about it, it’s inevitable. Our mortality. The responsible thing to do is start planning today. On this podcast, the discussion revolves around practical steps you can take today to make sure your family is provided for regarding household finances.
Things Are About To Change
A new administration is going to mean some big changes for your finances. Karl Eggerss joined Trey Ware to discuss what some of the changes will be.
A Comprehensive Discussion About Risk Management
Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the ways he helps clients reduce their risk.
Do They Have Time?
The election is fast approaching and negotiating continues between President Trump, Nancy Pelosi, Steve Mnuchin, and Senate Republicans to try and get a fiscal package done before the election. But, time is running out. Karl Eggerss joined Chad Alexander on “The Chad Alexander Show” to discuss what investors should really be focused on.
Financial Planning For Older Adults
You’re now in retirement. That means there are new considerations in regards to financial planning. Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Karl Eggerss to discuss some valuable resources for older adults.
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