Preview Mode Links will not work in preview mode

Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

  1. All Episodes
  2. 2022
  3. 01

What Is An Interval Fund?

Jan 29, 2022

On this week's podcast, Karl welcomes colleague Justin Pawl, CFA, CFP to discuss interval funds. How do they work? The pros, the cons, and how they might fit into a portfolio. Plus, it was a wild week on Wall Street. Karl answers the question on whether or not it's the end of an era.

Lastly, it's week #2 of our...

Read More

Playing Yesterday's Game

Jan 22, 2022

On this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again.  Plus, it's a new year and Karl has a 4-week organizational challenge for you.  

Read More

The Truth Behind The High Interest Series I Savings Bonds

Jan 15, 2022

On this podcast, Karl welcomes Casey Keller, CFA to discuss the Series I Savings Bonds and if the interest rate they are paying is legitimate and if it will last.  Plus, Casey lets the audience know exactly how these bonds work. 

Read More

Do You Have A One Dimensional Portfolio?

Jan 8, 2022

On this week's podcast, Karl Eggerss discusses why just because you own a bunch of securities, it doesn't mean you're diversified. In fact, you might be surprised what many of your investments have in common.

Read More

Can I Retire?

Jan 1, 2022

On this episode, Karl welcomes Oliver Norman to the show to discuss the important life decision of retirement.

Read More