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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. 

Jul 29, 2023

Have you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term.

Plus, how do capital gains factor in...

Jul 22, 2023

Karl's guest this week is Justin Pawl, CFA, CAIA, CFP®. He recently wrote an article titled "Once Bitten, Twice Shy" discussing various issues that get between an investor and successful investing. The financial industry calls it behavioral finance.

Topics discussed on this podcast:

  • Investing
  • Biases
  • Investor...

Jul 15, 2023

Do you think the stock market is about to drop? If so, what do you do with your stocks? Sell them, hold them, or change them? Karl Eggerss discusses the best ways to build a portfolio if you think rocky times are ahead.

Topics discussed on this podcast:

  • Stocks
  • Dividends
  • Nasdaq Rebalancing
  • Inflation

Jul 8, 2023

It is believed the first mutual fund dates back to 1774. Since that time, a lot has changed including more ways for investors to gain access to the stock market. Are mutual funds outdated? Are they still useful? Do they still play a part in a portfolio? On this podcast, Karl Eggerss answers these questions in an...

Jul 1, 2023

The first half of the year is in the bag and it looks dramatically different than it did in 2022. The leaders have changed and the concentration of some big technology stocks have skewed some of the strength so far. On this podcast, Karl Eggerss goes through what has worked in the first half and what to look for in...