Creating Richer Lives

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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.

Getting Financially Organized

Feb 25, 2023

On this episode, Karl Eggerss welcomes guest Oliver Norman to the show who shares some important tips on getting financially organized. This show is full of useful ways to begin the process.

Topics discussed on this podcast:

Financial Organization
Estate Planning
Password Managers
Beneficiaries
Transfer On Death

How To Build An Income Portfolio

Feb 18, 2023

Since 2008, interest rates have generally been suppressed making it very difficult for investors to find reliable and reasonably high income. On this podcast, Karl Eggerss welcomes guest Justin Pawl to discuss some ways to build a portfolio with the goal of generating income.

Topics discussed on this podcast:

The Biggest Secret on Wall Street

Feb 11, 2023

After almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street.

Topics discussed on this...

You've Sold Your Company...Now What?

Feb 4, 2023

On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through...