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.

What Did She Say?

Mar 25, 2023

The Federal Reserve did it. They raised interest rates...again, despite trouble in the banking sector. Janet Yellen, Treasury Secretary, gave the markets some mixed messages causing more volatility for investors. But, despite all of that, stocks eked out a gain for the week.

Topics discussed on this podcast:

Janet...

You Can't Avoid Risk, But You Can Manage It

Mar 18, 2023

While risk can be mitigated, it can't be avoided. On this episode, Casey Keller, CFA joins Karl Eggerss to discuss several types of risks that perhaps you are overlooking. They take a deep dive into some of them and how to reduce your overall risk.

Topics discussed on this podcast:

Risk
Silicon Valley Bank (SVB)

Did They Just Break Something?

Mar 11, 2023

On this episode, the 2nd largest bank failure occured this week. And, it almost came out of nowhere. Is it a systemic issue or an isolated incident? Karl Eggerss explores this and everything that was affected.

Topics discussed on this podcast:

Too Big To Fail
The Federal Reserve
Silicon Valley Bank (SVB)
Recession

The Correct Stock Allocation

Mar 4, 2023

On this episode, Karl Eggerss answers a question he gets fairly frequently. What’s the proper allocation of stocks one should have in their portfolio? Karl gives two practical ways to begin figuring it out.

Topics discussed on this podcast:

Stock Allocation
Diversification
Financial Planning
Consumer...