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 decisions. Plus, a fiscal stimulus deal is done. Was it ...
2 Tammi 202130min
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 package?
26 Joulu 202028min
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 financial reality.
19 Joulu 202040min
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 common errors with your portfolio.
12 Joulu 202027min
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 grandkids.
5 Joulu 202042min
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 the streak of a vaccine being released on a Monday c...
28 Marras 202025min
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 adjustments. You might need the help of a financial a...
21 Marras 202026min
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 were down after the news.
14 Marras 202031min
