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.

How Not to Get Rich

Jun 24, 2023

On this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of investors who have learned bad habits and may have to learn a lesson the hard way. Karl shares the one way an individual can learn. Plus, how did you gain your wealth?

How Do You Track Your Finances?

Jun 17, 2023

On this podcast, Karl Eggerss discusses financial planning software, budgeting tools and apps, and whether or not they are necessary. Find out what he uses to track his expenses and what tools CAPTRUST uses for clients to not only track expenses, but do in depth financial planning.

Topics discussed on this podcast:

Back to Normal

Jun 10, 2023

On this episode, Karl Eggerss discusses whether or not the economy and the financial system is back to normal. After years of ZIRP (zero interest rate policy) by the Federal Reserve, interest rates are now much higher than in years past. This has changed the game.

Topics discussed on this podcast:

Interest Rates

Have You Done This for Your Heirs?

Jun 3, 2023

On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?

Topics discussed on this podcast:

Estate Planning
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