May 30, 2020
On this episode, Karl interviews Oliver Norman to discuss how to deal with adult children that need their parent's support financially. Oliver gives listeners practical tips.
May 23, 2020
On this week's podcast, Karl Eggerss welcomes John Keeton, CFA to discuss dividend investing. John gives the audience several items to consider when buying a dividend stock.
May 16, 2020
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 planning techniques that you can use during the COVID-19 quarantine.
May 9, 2020
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. Also, David explains when to use a trust as a beneficiary.
May 2, 2020
On this episode, Karl welcomes guest Justin Pawl, CFA, CAIA, CFP® and Sam Dreibelbis, CPA to discuss ESG investing. What is it? The acronym stands for Environmental, Social, & Governance and it's a set of standards that companies can adhere to that might attract a certain type of investor. Does it just mean...