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 Juli 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 Juli 202043min
The Most Polarizing Stock Of Our Lifetimes
On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical.
11 Juli 202020min
Retirement Expenses Explained
On this week's podcast, Karl gives listeners items to consider when making that transition from working to the retired life. Have you calculated your expenses properly? Plus, is the stock market pr...
4 Juli 202025min
