Creating Richer Lives
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242 episodes
A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions. On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions. Topics discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST
The bull market continues on and it has many questioning how long it will last. One year ago, an event that seemed bad at the time might have been the catalyst for extending the bull run. On this podcast, Karl Eggerss explains what it was and how to navigate the current environment. Topics discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #M2 #bankingcrisis #today #listening #captrust @CAPTRUST
One of the worst combinations is when an economy is experiencing too much inflation and at the same time an economic slowdown. While it isn't here yet, Karl Eggerss explains why stagflation is something to potentially worry about. Plus, most advisors have very little exposure to gold. Should they? Topics discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #inflation #stagflation #gold #today #listening #captrust @CAPTRUST
While there have been many technology companies reaching new highs recently, there are other asset classes also reaching new highs. It's been a while since these areas have shown this much strength. On this podcast, Karl Eggerss reveals the specifics. Topics discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #bullmarket #today #listening #captrust @CAPTRUST
Imagine combining all the traits of the best investors of all-time and using those traits to your advantage. But, what are those traits? On this #podcast, Karl Eggerss welcomes guest Casey Keller, CFA to give us the answers and help you become a better investor. Topics discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #stocks #investinglegeneds #behavioralfinance #today #listening #captrust @CAPTRUST
Imagine your stocks not going up for 35 years. This is what investors in another country have experienced. Could it happen in the United States? On this podcast, Karl answers this question. Plus, is it possible to time the stock market? Tune in for the answer. Topis discuss on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #stocks #timingthemarket #buyandhold #today #listening #captrust @CAPTRUST
It's been said that to win championships, one needs a good defense more than a good offense. It might be the same when it comes to investing. Eliminating mistakes as an investor can likely improve long-term results. Topics discussed on this podcast: __ __ Get the list of 5 on this #podcast. For more information, go to https://www.creatingricherlives.com #investingmistakes #investing #investments #today #listening #captrust @CAPTRUST
It's no secret that international stocks have underperformed U.S. stocks for quite a while. This begs the question as to whether or not international stocks are even needed in a portfolio. Why have they underperformed? Will they keep underperforming? Karl Eggerss answers these questions on this #podcast. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #internationalinvesting #internationalstocks #today #listening #captrust @CAPTRUST
While there are several signs of a strong economy, there are just as many indicators pointing towards a potential recession. This combination creates a very confusing environment for investors. On this podcast, Karl Eggerss explains why investors need a balanced portfolio with a risk management strategy. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #riskmanagement #today #listening #captrust @CAPTRUST
You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #familyoffice #today #listening #captrust @CAPTRUST
There has been much debate in our country about our future energy needs and the best way to fulfill those needs. Money and politics have been two key contributors to the debate. On this special podcast, Karl Eggerss welcomes Miles Murray, a Sustainability Tech Entrepreneur. He's currently the CEO of LOCOAL and has a new startup called Windchaser. Miles explains the differences between wind and solar, some of the obstacles, and the new solutions he and his company have come up with in this ever changing energy landscape. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #wind #solar #technology #renewableenergy #today #listening #captrust @CAPTRUST
We're all getting older and as we age, it's extremely important to have plans for what life might look like in the future. On this podcast, Karl Eggerss discusses the aging process and some things to consider from a financial planning standpoint. Also on this episode, inflation is coming down, but perhaps not fast enough for Wall Street. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #longevityplanning #today #listening #captrust @CAPTRUST
On this week’s podcast, Karl Eggerss discusses “The Great Reset”. What is it? What is it’s origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode. Plus, stocks and bonds started off the year on a sour note. Should you be concerned? Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #TheGreatReset #today #listening #captrust @CAPTRUST
For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts. Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #beneficialownership #llc #financialorganization #today #listening #captrust @CAPTRUST
The "everything rally" continued this week with several asset classes rising as 2023 is close to coming to an end. In fact, the Dow Jones hit an all-time high this week along with several stock indices around the world. The Federal Reserve pivoted, and investors loved it. Karl Eggerss explains why this is a goldilocks period for Wall Street. But, will it last? Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #stockmarket #rally #interestrates #today #listening #captrust @CAPTRUST
Stocks can be bought and sold using several different methods. Some use technical analysis. Some use fundamental analysis. Which one is better? On this episode, Karl Eggerss explains how each method works and ultimately how he decides when to buy and sell various stocks. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #fundamentalanalysis #technicalanalysis #decemberrally #bitcoin #today #listening #captrust @CAPTRUST
When the stock market is fluctating, it oftentimes means our emotions are fluctating as well. On this podcast, Karl Eggerss discusses how to handle the emotional swings of being an investor. If you neglect those feelings, it could lead to a bad financial outcome. What type of investor are you? Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #behavioralfinance #charliemunger #santaclauserally #today #listening @CAPTRUST
As a W-2 employee, sometimes you may feel there aren’t a lot of tax strategies available to you. However, that’s not necessarily the case. On this podcast, Karl Eggerss gives several ways you can potentially save on your taxes. As the end of the year is approaching, this is the time to take action. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #W-2 #taxes #charity #saving #retirementplanning #today #listening @CAPTRUST
The financial markets rocketed higher during the week because inflation is coming down at a fast rate. That sounds good, but what if it continues and ultimately means the economy slows too much? Karl Eggerss explains how to navigate a changing economy. Also on this podcast, there are numerous conflicts of interest in the financial industry. An article was just published naming names with all the details. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #inflation #economy #conflictsofinterest #investments #today #listening @CAPTRUST
With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST
The October jobs report was released and it was a worse than expected number. In addition, August and September were revised lower as well. And yet, the stock market soared. Why? Karl Eggerss explains on this podcast. Also on this episode, what does driving your car and exiting off the highway have to do with the economy? Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #jobs #recession #stockmarket #investing #today #listening @CAPTRUST
On this episode, Karl Eggerss explains why some people have so much influence that they can simply make a comment or tweet and investors react a certain way. Is it right? Plus, how is your portfolio built? Is there any thought or intentionality or did it just happen? Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #portfolioconstruction #investments #income #today #listening @CAPTRUST
On this podcast, Karl Eggerss explains how having a plan could've caused him to have an outcome he didn't want. He walks listeners through the process of building a plan and then executing on it. Plus, interest rates continue to rise and it continues to be a drag on both stocks and bonds. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #financialplan #interestrates #today #listening @CAPTRUST
A devastating attack on Israel is the latest reminder that geopolitical risk is one risk among many investors must deal with over their investing life. On this episode, Karl Eggerss explains how to deal with this risk and news events of the day that inevitably cause market volatility. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #Israel #riskmanagement #today #listening @CAPTRUST
The Labor Department released the September jobs report on Friday and it was hotter than expected. Initially, stocks sold off as the bears saw it as a potential sign that the Federal Reserve might continue to raise interest rates. But, stocks made a U turn and ended higher after investors digested the data which did also showed lower than expected wage growth. If the economy can add jobs without cuasing more inflation, that would be a goldilox scenario. It's only one report, but the bulls won the day. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #jobs #warrenbuffett #gamestop #economy #today #listening @CAPTRUST
This week and quarter, the stock and bond markets grabbed the 2022 playbook and repeated it. Rising rates spooked investors along with a potential government shutdown. Karl Eggerss discusses this and why patience and diversification is warranted. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #dollar #governmentshutdown #stocks #today #listening @CAPTRUST
The Federal Reserve left interest rates unchanged this week, but are they close to the end? That is yet to be determined, but perhaps higher oil prices might impact their future decisions. On this podcast, Karl Eggerss discusses the Fed's future path and the impact on the economy and your portfolio. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #oil #interestrates #economy #investing #today #listening @CAPTRUST
Many retirees struggle with their cash flow and they may not be living their best retirement. On this podcast, Karl Eggerss discuss a place where many retirees may have hidden dollars. There are several techniques to find and use those dollars. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #retirement #cashflow #retirementplanning #today #listening @CAPTRUST
Many people have rental homes that were acquired in various ways. The question often comes up wehther or not that rental home is a good deal still and should it be kept or sold. It takes a lot of analysis to determine the answer. On this podcast, Karl Eggerss walks listeners through the steps to analyze a property. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #realestate #rentalproperties #1031exchange #mortgagerates #today #listening @CAPTRUST
Interest rates have skyrocked and because of this, many investors are now curious how to build a bond portfolio in conjunction with other types of income in their accounts. On this episode, Karl Eggerss answers a listener question about bonds and he gives a Bonds 101 session. Topics discussed on this podcast: __ __ For more information, go to https://www.creatingricherlives.com #bonds #income #assetallocation #today #listening @CAPTRUST
