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 Sep 202024min
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 implications for retirees living on a fixed income. F...
29 Aug 202023min
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 explains. Plus, Karl discusses which company is now ...
22 Aug 202025min
Ollie Interviews The Host
On this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.
15 Aug 202028min
A Low Investment Income Solution
Since the financial crisis, investors have struggled to get investment income that can beat inflation. On this week's show, Karl gives listeners a great research tool to help solve that problem.
8 Aug 202023min
Big Tax Changes Coming? Creative Planning Ideas
On this week's show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal and gives listeners several planning tips and techniques to help reduce pot...
1 Aug 202038min
Is Your Financial House In Order?
On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.
25 Jul 202019min
What's In Store For The 2nd Half?
Karl welcomes Justin Pawl CFA, CAIA, CFP® to the podcast to discuss what to prepare for regarding the 2nd half of the year and their portfolios.
18 Jul 202043min
