Aug 15, 2020
On this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.
Aug 8, 2020
Since the financial crisis, investors have struggled to get investment income that can beat inflation. On this week's show, Karl gives listeners a great research tool to help solve that problem.
Aug 1, 2020
On this week's show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal and gives listeners several planning tips and techniques to help reduce potential tax liability.
Jul 25, 2020
On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.
Jul 18, 2020
Karl welcomes Justin Pawl CFA, CAIA, CFP® to the podcast to discuss what to prepare for regarding the 2nd half of the year and their portfolios.