Podcast Episodes
Back to SearchA Comprehensive Discussion About Risk Management
Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the w…
5 years, 5 months ago
Behind The Scenes of Covid-19
On this special episode, Karl interviews Dr. Larry Schlesinger, President & CEO of Texas Biomed. Karl and Dr. Schlesinger explore all the ins and ou…
5 years, 6 months ago
A Win Win Scenario?
Who's going to win the presidential election? Does it matter as far as Wall Street is concerned? Karl explains why the market could keep going up r…
5 years, 6 months ago
Historical Impact Of Elections On Stocks
Do elections impact the stock market? Does it really matter who wins from a stock market perspective? Karl welcomes Justin Pawl, CIO of Covenant.
5 years, 6 months ago
Financial Planning For Older Adults
You're now in retirement. That means there are new considerations in regards to financial planning. Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Ka…
5 years, 6 months ago
Are You Properly Positioned For The Rotation?
The technology sell off continues and value is beginning to outperform growth for the first time in several months. Will it continue? Are you posit…
5 years, 7 months ago
How To Position Your Portfolio Through The Election
The presidential election is less than 60 days away and investors are beginning to wonder what the various outcomes will mean for their portfolios. …
5 years, 7 months ago
Reality Sets In
Has the tech bubble popped? Karl discusses the big drop in stocks this week and whether it should be isolated to just technology stocks.
5 years, 7 months ago
Did The Fed Just Extend The Bull Market?
The Federal Reserve changed their policy and course this week and it could have big implications for your portfolio. It will definitely have big imp…
5 years, 7 months ago
12 Tax Scams You Need To Know About
On this week's podcast, Karl discusses the IRS's dirty dozen tax scams that they just released as a public service announcement and a warning. Karl e…
5 years, 7 months ago