
Tax & Retirement Changes for 2023
The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusse...
24 Des 202219min

Start Focusing On This
On this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different. Also, how do you analyze your portfolio? Karl g...
17 Des 202224min

What Successful Investors Do
On this episode, Karl Eggerss explains what separates good investors from bad investors. Plus, one asset is having one of its best months in the last 20 years.
10 Des 202225min

Don't Do This
On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.
3 Des 202220min

It's A Little Harder At This Point
Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's ne...
19 Nov 202221min

Is The Bear Market Over?
While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in ...
12 Nov 202224min

Actions Speak Louder Than Words
The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?
5 Nov 202229min

What Is Sequence Of Returns Risk?
On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conver...
29 Okt 202218min



















