The Billionaires Have Spoken
On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing. Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial ...
16 Mai 202030min
Using Trusts As Beneficiaries
On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Als...
9 Mai 202034min
Your Mind And Your Money
On this week's podcast, Karl welcomes Dr. W. Lee Warren. He's a brain surgeon, a veteran, a writer, a podcaster, and an inventor. Karl & Dr. Warren discuss how our minds affect our investing decisio...
25 Apr 202043min
The Big Unknown
On this week's podcast, Karl breaks down the action in the financial markets this week. Another box checked. But, questions remain. Find out what they are on this week's show.
18 Apr 202025min
Planning Techniques For The Current Environment
On this week's show, Karl is joined by John Eadie, the Founder and Managing Director of Covenant. John is a CPA, CFA, CFP®, PFS, CLU®, CIMA, & CKA®. John gives the listeners some tips and techniques...
11 Apr 202040min
A Few Improvements
On this week's episode, Karl discusses that despite the astronomical unemployment numbers that most of us have never seen before, there were some bright spots in the financial markets.
4 Apr 202033min
It's A Start
On this week's podcast, Karl discusses some of the boxes that got checked that helped the market rally. Volatility continues and Karl shares what investors will be looking for next for the uptrend to...
28 Mar 202029min
Another Week To Forget
On this week's show, Karl discusses the continued sell off in the financial markets and how diversification isn't helping at the moment. Plus, Danny Simmerman and Holly Veenker of TIA Group join Karl...
21 Mar 202044min
