On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?
The turbulent year we all experienced in 2020 revealed several things. It’s important to look back and see what we did well and what we can improve upon as we enter 2021 regarding our finances.
On this week’s podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?
The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.
Retiring isn’t just about the numbers. Here are numerous ways to live a richer life in retirement.
IPOs, the next hot stock, and doom and gloom. These are all things that can lead to not achieving your financial goals. Karl explains how to prevent common errors with your portfolio.
Financial Planning for two can be challenging enough. But, what if you live alone? Karl Eggerss was on CBS to discuss some key financial planning ideas for seniors, specifically those living alone.
On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and grandkids.
A stimulus package may not happen real soon, so it’s imperative you take practical steps to grow your bank account.
A new way to think about fixed income allocations.
