Podcast Episodes

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The Pros and Cons of Mutual Funds

It is believed the first mutual fund dates back to 1774. Since that time, a lot has changed including more ways for investors to gain access to the s…

2 years, 9 months ago

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A Tale of Two Markets

The first half of the year is in the bag and it looks dramatically different than it did in 2022. The leaders have changed and the concentration of…

2 years, 9 months ago

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How Not to Get Rich

On this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of…

2 years, 9 months ago

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How Do You Track Your Finances?

On this podcast, Karl Eggerss discusses financial planning software, budgeting tools and apps, and whether or not they are necessary. Find out what h…

2 years, 10 months ago

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Back to Normal

On this episode, Karl Eggerss discusses whether or not the economy and the financial system is back to normal. After years of ZIRP (zero interest rat…

2 years, 10 months ago

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Have You Done This for Your Heirs?

On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. Ther…

2 years, 10 months ago

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Living Off The Interest

We all grew up hearing to only "live off the interest". Our parents and grandparents told us that was what we should do in retirement. In other words…

2 years, 10 months ago

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The Next Big Thing? Artificial Intelligence (AI)

In the last 30 years, we've seen some big changes in the way we live and subsequently new investment opportunities. First, was the internet in the la…

2 years, 10 months ago

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Making A Temporary Loss A Permanent One

What do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market…

2 years, 11 months ago

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Your Debt Is Golden

With interest rates rising rapidly and the Federal Reserve continuing their inflation battle, it's a good time to assess your debt. Should you always…

2 years, 11 months ago

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