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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. 
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The Best Way to Execute Your Financial Goals

Dec 7, 2024

In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges.

Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to execute on the many ideas and promises that have been made.

Topics covered:

  • Financial Planning
  • Fallacies
  • Stock Market Rally

For topic suggestions or questions, e-mail info@creatingricherlives.com

#financialplanning #stocks #fallacies #captrust @CAPTRUST