
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 Dec 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 Dec 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 Nov 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 Nov 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 Nov 202031min

Too Close To Call
On this week's podcast, Karl discusses the stock market and the surprising jump. Also, now that the election has happened, what's next? What should you be focusing on?
7 Nov 202031min

Lockdown 2.0
Stocks struggled this week on the lack of a fiscal stimulus package and new lockdowns in Europe. Is America next? Plus, the election is just a few days away. Karl explains why the market is acting ...
31 Okt 202024min

A Comprehensive Discussion About Risk Management
Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the ways he helps clients reduce their risk.
24 Okt 202046min





















