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Creating Richer Lives

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. 

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.


Jul 11, 2020

On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical. 


Jul 4, 2020

On this week's podcast, Karl gives listeners items to consider when making that transition from working to the retired life.  Have you calculated your expenses properly?  

Plus, is the stock market predicting a "V" shaped recovery?  Karl says not so fast.