
The Rules Are There Ain't No Rules
The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive bu...
27 Jul 202422min

Don't Get Duped
When looking for financial advice, have you been told "You need this" or "Read this pamphlet"? Oftentimes, salespeople are disquised as financial advisors pushing products to individuals and couples. ...
20 Jul 202417min

The Craziest Thing Just Happened
A weaker than expected inflation report caused one of the largest one day rotations in the stock market in a very long time. Was it really the CPI report that caused it or was the rotation inevitable?...
13 Jul 202422min

Starting Over: Finding Your Path After Divorce
In "Starting Over: Finding Your Path After Divorce," we explore the emotional, practical, and financial challenges of rebuilding your life after a marriage ends. Join Karl Eggerss as he gives actionab...
6 Jul 202426min

Opportunities Within Your Tax Return: Maximizing Benefits and Savings
In this episode, Karl Eggerss and his special guest Casey Keller, CFA, delve into the essential strategies for maximizing your tax benefits and saving money. They uncover hidden deductions, credits, a...
29 Jun 202419min

I've Got Too Much Money
We all try to get the best return for the least amount of risk. But, why? Is there a goal? It sounds strange, but if you don't have a plan, you could actually end up with too much money. On this podca...
22 Jun 202422min

The Event That Changed My Perspective
While it has been a tough few weeks for Karl Eggerss, it has revealed some lessons. On this episode, Karl shares his experience and why he is modifying his estate plan. In addition, the stock market i...
15 Jun 202420min

Did the Stock Market Break?
It's not the first time it has happened, But, this week, there was another flash crash. Originally blamed on the volatility in some of the meme stocks, it was later revealed a software glitch caused s...
8 Jun 202424min



















