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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. 

Sep 28, 2024

While investing can have several risks, proper asset allocation can help reduce those risks over time. However, many investors have biases which leads to avoiding certain asset classes and heavily weighting others. This can cause extra volatility and perhaps poor long-term returns. 

In this podcast, Karl welcomes guest...


Sep 21, 2024

After several interest rate hikes by the most aggressive Federal Reserve in history, the cutting began this week. The Federal Reserve cut interest rates by 0.5%, which surprised some. But, some interest rates actually went up on that day.

Due to the large rally by the stock market on Thursday, it's causing some...


Sep 14, 2024

Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning.

Additionally, in this podcast, a friend and colleague...


Sep 7, 2024

As the seasons shift, they bring both positives and negatives. Football enthusiasts, hunters, and fans of cooler weather welcome this change. However, for investors, September has traditionally been challenging, and this year is no exception. Yet, this doesn't imply the remainder of the year will follow suit. Karl...