More Changes Means More Financial Planning

On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decis…

5 years, 3 months ago

Lessons from 2020

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 packa…

5 years, 3 months ago

Don't Look At Us

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 financ…

5 years, 4 months ago

Hit It Down The Middle Of The Fairway

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 …

5 years, 4 months ago

Give The Gift Of Financial Education

On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and…

5 years, 4 months ago

This Is What You Want To See

On this week's podcast, Karl discusses what characteristics he's seeing in this current bull market and why it could mean higher prices.  Also, can t…

5 years, 4 months ago

It's That Time Of Year

On this podcast, Karl discusses open enrollment season and what it means to you. Don't rush through it. Take the time to really make any necessary ad…

5 years, 4 months ago

How A Vaccine Changed The Character Of The Market

On this week's podcast, Karl discusses the big news from Pfizer and how a vaccine caused certain areas of the stock market to skyrocket while others …

5 years, 5 months ago

Too Close To Call

On this week's podcast, Karl discusses the stock market and the surprising jump.  Also, now that the election has happened, what's next?  What should…

5 years, 5 months ago

Lockdown 2.0

Stocks struggled this week on the lack of a fiscal stimulus package and new lockdowns in Europe.  Is America next?  Plus, the election is just a few …

5 years, 5 months ago