You’ve heard of them and probably have used them. They’ve gained in popularity and have been revolutionary to help investors reach their retirement goals. They’re target date funds. While they’ve been a great financial invention, there are some specific things you should know about them before you invest in them. On this podcast, Karl Eggerss welcomes Casey Keller to the studio to discuss.
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.
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.
On the Trey Ware Show, Karl discussed how inflation is playing an impact on retirees. They are not living their full life given their increasing cost of living.
Many workers don’t know if they can retire. On this podcast, Karl explains how to go into retirement with confidence.
Deciding on a portfolio allocation is about your willingness and your ability to take risk. But, there is a little more to it than that. On this podcast, Karl explores some things to think about when it comes to building the proper portfolio.
We’re all taught to save from the time we’re little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP®, CHFC®, CLU®, CDFA® to the podcast to discuss this topic and how to balance saving and spending.
Interest rates have been rising over the past few months and it’s now accelerating. Here are some reasons this is a bad thing.
There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains. Hey, good morning, everybody. Welcome to the podcast. My name is Karl Eggerss. Thank you for joining me....
The move into a new year is a good reminder to check some things off your financial planning checklist. Here are 5 simple things everyone should be doing.