Creating Richer Lives

Phasing into retirement can be a scary life transition. But, it doesn't have to be at all. In fact, with a comprehensive financial plan and some discussion, you might be surprised how confident you will be pulling the trigger. On this episode, Karl discusses how retirement expenses can drastically fall without compromising lifestyle. Show Topics Retirement Expenses Taxes Savings Tariffs  

In this episode, we explore the timeless proverb "penny wise and pound foolish," uncovering its 17th-century origins and its relevantce to modern financial missteps. We discuss how focusing on minor savings can lead to costly mistakes, using real-world examples. We offer practical tips to avoid these pitfalls and prioritize long-term financial health. Tune in to learn how small decisions can have big consequences! Show Topics Financial Mistakes Inflation V-Bottom Stock Market International Stocks  

In this episode, we delve into the intricate world of car buying, offering listeners a cautionary tale filled with real-life examples of what can go wrong and how to avoid common pitfalls. We'll explore the tactics dealerships use, how they interact with customers, and the strategies you can employ to secure the best deal possible. We'll also cover the importance of understanding warranties, what they typically include, and how to ensure you're getting the coverage you need if you decide to get purchase one. Whether you're a first-time buyer or a seasoned car owner, this episode is packed with valuable insights to help you navigate the car buying process with confidence and ease. We'll also tackle the latest moves in the stock market and the news that was driving the financial markets this week. Show Topics Car Buying Warranties Financing Stock Market Rally  

The financial markets are experiencing unprecedented volatility, largely influenced by the latest headlines. This week, one listener posed a thought-provoking question: "Have we ever seen anything like this in the financial markets?" Karl Eggerss provides insightful answers and analysis. Although the initial panic may have subsided, the big question remains: Are we on the brink of reaching the previous highs in the stock market? Karl explores this topic in depth, offering historical statistics and perspectives that could shed light on the current situation. Show Topics: Tariffs: Understanding the impact of trade policies on market dynamics. Historical Precedent: Drawing parallels with past market events to help navigate the future. Volatility: Analyzing the causes and effects of market fluctuations. Asset Allocation: Strategies for managing investments in turbulent times.

In this week's compelling episode, Karl Eggerss guides listeners through the turbulent currents of the financial world, offering clarity. He begins by unraveling the significance of a recent "death cross," a grim technical indicator, and its implications. The focus then shifts to the Federal Reserve, an institution under intense scrutiny, especially by President Trump. The President believes Chairman Powell is doing a poor job, and there's even been chatter of Trump removing him from his position. Karl rounds out the episode by tackling the vital distinction between hard data and soft data, highlighting the unprecedented divergence between the two. But, why? Tune in for an episode rich with insights. Topics: Death Cross China negotiating power Fed Chair Powell Hard Data vs. Soft Data  

In this episode, Karl Eggerss dives into the current volatility affecting stocks and bonds, a level of instability rarely seen in recent years. He emphasizes that how you respond during these turbulent times can significantly impact the success of your financial plan. Karl shares what he considers the most critical mistake investors make, offering timely information to help you avoid it. Additionally, he provides a comprehensive action plan designed to enhance your investment strategy. Topics Discussed: Tariffs Extrapolation Volatility Bear Markets

The U.S. has announced new tariffs, prompting a dramatic sell-off in the stock market. This sharp decline in stock prices is reminiscent of the 2020 Covid bear market, highlighting the extreme volatility that, while unusual, is not unprecedented. In this episode, Karl Eggerss delves into the complex and often messy process of negotiating trade agreements with other countries and examines the impact on your investment portfolio. Despite the challenges posed by large market drawdowns, Karl offers practical ideas for navigating the current environment, whether you're a young investor or more experienced. Topics Covered: Tariffs Stock Market Corrections Asset Allocation Diversification

As the news flow continues to increase, so does the uncertainty. Whether it's consumers, investors, or policymakers, people are confused. That confusion has manifested into some volatility in 2025. On this episode, Karl Eggerss cuts through the noise to give listeners some encouragement and helpful tips to navigate this environment. Karl delves into the current market sentiment, examining how investor emotions and consumer confidence are shaping financial decisions. He discusses the latest developments in tariffs and the sectors most impacted by these trade policies. The episode also covers recent thoughts out of the Federal Reserve and their implications for the economy. Finally, Karl provides some thoughts on asset allocation, with a discussion on balancing risk and reward in today's volatile market. Topics Covered: Sentiment: Understanding the mood of the market and its influence on investment behavior. Tariffs: Analyzing the effects of recent tariff changes on global trade and specific industries. Federal Reserve: Insights into the Fed's latest thoughts and their economic impact. Asset Allocation: Practical tips for diversifying investments to manage risk in uncertain times.

On this special episode, Karl Eggerss dives into the wild ride investors have experienced in the stock market during this volatile week. If you thought 2024 was a rollercoaster, 2025 is shaping up to be an entirely different beast. From shifting inflation pressures to the looming impact of new tariffs, the financial landscape has transformed dramatically, leaving many investors wondering how to adjust.   Karl unpacks the chaos—breaking down the key drivers behind this recent turbulence, including how inflation is reshaping expectations and what tariffs could mean for global markets. But it's not all doom and gloom. Karl will also highlight the surprising areas of the market that are defying the odds and holding strong. Plus, he'll share a critical insight: how a well-diversified portfolio can be your secret weapon to weathering the storm and minimizing volatility, no matter what the headlines scream.  Topics Covered: Diversification Bear Markets Corrections Portfolios #diversification #captrust #listen @CAPTRUST

In this episode, we explore why managing your portfolio with indicators is a better choice than relying on chaotic headlines and economic releases. Using recent real-world examples, we'll reveal how indicators cut through emotional noise to provide clarity and discipline. Tune in to discover why data, not drama, is your portfolio's best friend—and how to start leveraging it today. Topics Covered: Tariffs Portfolio Management #tariffs #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

Gold has been used for thousands of years and it's been a constant debate whether or not it belongs in an investment portfolio. If so, what's its role relative to other investments? Does it really provide a hedge? How does an investor value gold?  On this episode, Karl Eggerss explains the history of gold, how to think of it from a valuation standpoint, and some interesting facts about the shiny metal. Topics Covered: Gold Inflation Asset Allocation Valuation #gold #inflation #investing #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In recent months, there's been a lot of discussion about national debt and government waste. Fortunately, some of this waste is being cut down, potentially leading to refunds for American taxpayers. In this episode, Karl Eggerss breaks down how this program is expected to work and the likelihood of it coming to fruition. Topics Covered: DOGE Refund 60/40 Portfolio Drift #DOGE #refund #investing #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, we dive into the mysterious forces driving the recent surge in the stock market. Join us as we uncover the hidden factors behind the market's unexpected boost and explore how these elements are impacting investors and financial institutions. We'll break down complex economic concepts into simple, relatable terms, using analogies and real-world examples to make sense of it all. Tune in to discover what's really behind the stock market's latest rally! Topics Covered: Treasury General Account Government Shutdown Liquidity #governmentshutdown #liquidity #investing #stocks #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, Karl Eggerss dives into the pros and cons of leasing a vehicle. Whether you're considering a new vehicle or just curious about your options, he breaks down the key factors to help you make an informed decision. Karl discusses the financial implications, the flexibility leasing offers, and how it compares to buying a car. Tune in to learn about the hidden costs, the benefits, and whether leasing is the right choice for you at various stages of life. Don't miss out on this comprehensive guide to car leasing! Topics Covered: Vehicle Leasing Tariffs Stock Market #leasing #tariffs #stockmarket #investing #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

Artificial intelligence is undeniably here to stay, promising to enhance many aspects of our lives. But what does this mean for our jobs? Could AI replace us? Could it replace Karl Eggerss? In this special episode, Karl delves into the distinctions between a financial advisor and a computer program. He examines the advantages and disadvantages, and discusses how we can coexist harmoniously with AI. Topics Covered: Artificial Intelligence Financial Advisor Financial Advice #ArtificialIntelligence #financialadvisor #financialadvice #AI #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, Karl Eggerss discusses the trend of investors chasing stocks due to FOMO (Fear of Missing Out). He emphasizes the importance of creating a solid financial plan that aligns with your long-term goals and risk tolerance. Additionally, Karl explores how to effectively measure your financial progress, which can be more complex than it appears. Topics Covered: FOMO Asset Allocation Stock Market #FOMO #assetallocation #stockmarket #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode of Creating Richer Lives, host Karl Eggerss delves into the world of factor-based investing. He explains the concept, highlighting how it differs from traditional strategies. Karl covers the main factors used in this approach, such as value, size, momentum, quality, low volatility, and dividend yield, providing real-world examples and their significance. By understanding and leveraging these factors, investors can build diversified portfolios that aim to achieve specific investment goals while managing risk effectively. Topics Covered: Factor Based Investing Diversification Stocks #factorbasedinvesting #stocks #diversification #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, Karl Eggerss delves into the current extreme conditions in the market, examining the factors that have led to some near term volatility. While these conditions might initially appear to be purely negative, Karl uncovers the significant opportunities that lie beneath the surface, demonstrating how savvy investors can capitalize on these unique circumstances. Plus, why do some people think interest rates are falling when they are actually rising? Karl explains. Topics Covered: Stock Market Extremes Inflation Federal Reserve Artificial Intelligence #stockmarket #inflation #AI #artificialintelligence #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, Karl Eggerss reflects on another successful year for the stock market. As we close the books on 2024, he turns his attention to what lies ahead in 2025. Karl delves into the various pros and cons of the current economic environment, offering his insights for the upcoming year. He also shares practical strategies for navigating the markets amidst potential challenges and opportunities. Topics Covered: 2024 Wrapped: A comprehensive review of the past year's market performance and key events. 2025 Outlook: Expectations for the new year, including potential market trends and economic factors to watch. Join Karl for an in-depth discussion on how to approach investing in 2025, ensuring you're well-prepared for whatever the market may bring. #2024 #2025 #investing #money For topic suggestions or questions, e-mail info@creatingricherlives.com

This week, the Dow Jones continued its downward trend, marking a 10-day losing streak—the longest since 1974. However, as Karl Eggerss explains, the severity of the decline is not as alarming as it might seem. Tune in to this episode as Karl delves into the current state of the stock market, uncovers the true reasons behind the recent sell-off, and discusses what might lie ahead for investors. Topics Covered: The Dow Jones 1974 Inflation Feelings #dowjones #1974 #interestrates #investing #money For topic suggestions or questions, e-mail info@creatingricherlives.com

This week, the stock market experienced a bit of a stall, with the Dow Jones falling for seven consecutive days. Is this just a temporary pause before another surge, or are investors starting to worry about factors like rising interest rates? Interestingly, not all stocks are following this downward trend. Large technology stocks continue their impressive run. However, caution is advised. Karl Eggerss discusses why a prudent approach is always wise. Additionally, he explores why U.S. stocks continue to outperform international stocks. Topics Covered: The Dow Jones Technology Stocks U.S. Stocks vs. International Stocks Federal Reserve Interest Rates #techstocks #dowjones #interestrates #investing #money For topic suggestions or questions, e-mail info@creatingricherlives.com

In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges. Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to execute on the many ideas and promises that have been made. Topics covered: Financial Planning Fallacies Stock Market Rally For topic suggestions or questions, e-mail info@creatingricherlives.com #financialplanning #stocks #fallacies #captrust @CAPTRUST

In the wake of the recent election, the world of cryptocurrencies has seen a significant surge, capturing the attention of investors everywhere. With this newfound interest, many are left wondering if now is the opportune moment to dive into the cryptocurrency market. In this insightful episode, Karl Eggerss takes a deep dive into the realm of cryptocurrencies, offering a comprehensive breakdown of what they are, how they function, and their potential as a viable investment option. Topics covered in this episode include: Cryptocurrencies Asset Allocation Diversification For topic suggestions or questions, e-mail info@creatingricherlives.com #cryptocurrency #captrust @CAPTRUST

Join Karl Eggerss as he uncovers the investment advice of one of the world's wealthiest individuals. This billionaire believes his widow should invest nearly all their fortune in a single type of investment. Tune in to find out who this influential figure is and what his recommendation entails. Remember, what works for a billionaire might not be the best choice for you and your family. Topics covered in this episode include: Warren Buffett Asset Allocation Stocks For topic suggestions or questions, e-mail info@creatingricherlives.com #warrenbuffett #assetallocation #stocks #captrust @CAPTRUST

With the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward. Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits. Topics covered in this episode include: Election Investments Tax Changes For topic suggestions or questions, e-mail info@creatingricherlives.com #election #investments #taxchanges #captrust @CAPTRUST

In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing. Topics covered in this episode include: Annuities TCJA Election Living Trusts For topic suggestions or questions, e-mail info@creatingricherlives.com #annuities #election #livingtrusts #TCJA #captrust @CAPTRUST

American stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times. The subjects covered in this podcast are: Stock Market Diversification Financial Planning Asset Allocation For more information, go to https://www.creatingricherlives.com  #stocks #financialplanning #diversification #captrust @CAPTRUST

Tax minimization is a key aspect of financial planning, yet reducing capital gains can be particularly challenging due to limited strategies. Recently, Opportunity Zone Investing has emerged as an effective method to address this issue. In this episode, Karl Eggerss delves into how these investments function and when they might be the right choice for you. The subjects covered in this podcast are: Taxes Capital Gains Opportunity Zones Real Estate For more information, go to https://www.creatingricherlives.com  #taxes #realestate #opportunityzones #captrust @CAPTRUST

While much of the United States is dealing with the destruction of two massive hurricanes and the subsequent cleanup, investors may have to prepare for their own storm in the next few months. While nobody knows what the future holds in terms of financial market performance, there are several steps investors can take today to prepare for volatility and begin to protect their portfolios. The subjects covered in this podcast are: ·        Stock Market ·        Volatility ·        Hurricanes ·        Asset Allocation For more information, go to https://www.creatingricherlives.com  #stockmarket #volatility #assetallocation #captrust @CAPTRUST

This week, all attention was on the jobs report, and it delivered some positive news. For the first time in several months, the employment situation is looking up. Investors reacted by snapping up stocks and offloading bonds. Interestingly, it's not just the usual stocks on the rise; the market is expanding, which is a positive development. Additionally, China is making a comeback. In this episode, Karl Eggerss breaks down the recent changes in China. The subjects covered in this podcast are: Jobs Report China Economy Estate Planning For more information, go to https://www.creatingricherlives.com  #jobsreport #economy #China #estateplanning #captrust @CAPTRUST

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 Casey Keller, CFA to the podcast to discuss which area of the market may offer a long term opportunity and how to properly diversify. The subjects covered in this podcast are: Asset Allocation Risk Management International Stocks For more information, go to https://www.creatingricherlives.com  #internationalstocks #riskmanagement #assetallocation #investing #captrust @CAPTRUST

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 investors to have a fear of missing out. This FOMO is a recipe for disaster. Karl explains what to do in situations like these. The subjects covered in this podcast are: Interest Rates FOMO Asset Allocation Financial Plans For more information, go to https://www.creatingricherlives.com  #federalreserve #fomo #assetallocation #investing #captrust @CAPTRUST

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 of Karl Eggerss is honored with a special award. The subjects covered in this podcast are: - Business Sale - Lifestyle, Legacy, Philanthropy - Harriet Helmle Award For more information, go to https://www.creatingricherlives.com  #businesssale #financialplanning #investing #captrust @CAPTRUST

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 delves into these topics in this episode. The topics discussed in this podcast include: Seasonal Risk Economy Federal Reserve For more information, go to https://www.creatingricherlives.com  #economy #federalreserve #investing #captrust @CAPTRUST

Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podcast, Karl Eggerss will explain ways to reduce that particular risk. The topics discussed in this podcast include: Vintage Risk Diversification Dollar Cost Averaging For more information, go to https://www.creatingricherlives.com  #vintagerisk #diversification #investing #captrust @CAPTRUST

It seems most investors when they retire want "mailbox money". But, is mailbox money all it's cracked up to be? On this podcast, Karl Eggerss explains why having too much income may be bad for your financial future. And, he'll help you think about how to diversify your portfolio. The topics discussed in this podcast include: Mailbox Money Income Retirement Planning For more information, go to https://www.creatingricherlives.com  #mailboxmoney #income #investing #captrust @CAPTRUST

Over the past few years, inflation and the Federal Reserve's response to it have been the primary concerns for most investors. However, there has been a recent shift in focus. In this episode, Karl Eggerss discusses the reasons behind this change. Additionally, he addresses how the market can swing from panic to recording the best week of the year. All these topics are explored in detail in this episode. The topics discussed in this podcast include: - Inflation - Stock Market Turnaround - The News and Stock Returns For more information, go to https://www.creatingricherlives.com  #investing #captrust @CAPTRUST

If you didn't pay attention to the stock market this week, you might have missed it. There was a stock market that crashed and it was the second worst day in its history. On this episode, Karl Eggerss explains what it was, why it happened, and why doing nothing about it wasn't a bad idea. But, are we out of the woods? Perhaps not.  The topics covered in this podcast include: Stock Market Crash Carry Trade Economy For more information, go to https://www.creatingricherlives.com  #stockmarketcrash #carrytrade #economy #investing #captrust @CAPTRUST

Investors have been attempting to predict the timing of the initial interest rate reduction by the Federal Reserve. Friday's disappointing employment report not only solidified the likelihood of an interest rate cut, but also raised the chances of a more substantial cut. Although the stock market experienced a challenging week, bond bulls have returned with vigor. In this podcast, Karl Eggerss discusses his observations and strategies for navigating the potentially volatile upcoming weeks in the financial markets. The topics covered in this podcast include: - Interest Rates - Recession - Stocks For more information, go to https://www.creatingricherlives.com  #recession #interestrates #stocks #investing #captrust @CAPTRUST

The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive buying and selling. In this episode, Karl Eggerss offers insights on navigating such uncertain times in the market. Topics discussed on this podcast: Election Small Cap Stocks Stock Market Rotation For more information, go to https://www.creatingricherlives.com  #captrust @CAPTRUST

When looking for financial advice, have you been told "You need this" or "Read this pamphlet"? Oftentimes, salespeople are disquised as financial advisors pushing products to individuals and couples. Authentic financial advisors give advice and help individuals and couples achieve their financial goals. They don't try to sell products.  On this podcast, Karl Eggerss explains what real financial planning should look like and how you can achieve a better retirement without needless products. Topics discussed on this podcast: Life Insurance Insurance Agents Annuities For more information, go to https://www.creatingricherlives.com  #captrust @CAPTRUST

A weaker than expected inflation report caused one of the largest one day rotations in the stock market in a very long time. Was it really the CPI report that caused it or was the rotation inevitable? On this podcast, Karl Eggerss answer this. Plus, there are several considerations when determining when to claim social security. But, should it be different for high net worth individuals?  Topics discuss on this podcast: Inflation Small Cap Stocks ' Stock Market Rotation Social Security For more information, go to https://www.creatingricherlives.com #smallcapstocks #socialsecurity #inflation #stocks #captrust @CAPTRUST

In "Starting Over: Finding Your Path After Divorce," we explore the emotional, practical, and financial challenges of rebuilding your life after a marriage ends. Join Karl Eggerss as he gives actionable steps to help you navigate this transformative journey. Whether you're dealing with the immediate aftermath, managing your finances, or looking to rediscover yourself and thrive, this podcast offers support, guidance, and inspiration for creating a fulfilling new chapter. Tune in to learn how to heal, grow, manage your money wisely, and embrace the opportunities that lie ahead. Topics discuss on this podcast: Divorce checklist Financial Planning Closed End Bond Funds For more information, go to https://www.creatingricherlives.com #divorce #financialplanning #closedendbondfunds #captrust @CAPTRUST

In this episode, Karl Eggerss and his special guest Casey Keller, CFA, delve into the essential strategies for maximizing your tax benefits and saving money. They uncover hidden deductions, credits, and tips that can make a significant impact on your financial health. Whether you're filing as an individual, a business owner, or a freelancer, this episode will equip you with the knowledge to optimize your tax return and ensure you're not leaving money on the table.  Topics discuss on this podcast: Tax Returns Tax Planning & Strategy Financial Planning For more information, go to https://www.creatingricherlives.com #incometax #today #listening #captrust @CAPTRUST

We all try to get the best return for the least amount of risk. But, why? Is there a goal? It sounds strange, but if you don't have a plan, you could actually end up with too much money. On this podcast, Karl Eggerss explains why with proper planning, you can have intentionality and full optimize every dollar. Topics discuss on this podcast: Net Worth Financial Planning Lifestyle, Legacy, Philanthropy For more information, go to https://www.creatingricherlives.com #today #listening #captrust @CAPTRUST

While it has been a tough few weeks for Karl Eggerss, it has revealed some lessons. On this episode, Karl shares his experience and why he is modifying his estate plan. In addition, the stock market is starting to narrow and investors may be preparing for an economic slowdown based on their actions. Karl reveals the asset class that is starting to break out. Topics discuss on this podcast: Estate Planning Medical Directives Bonds Economy For more information, go to https://www.creatingricherlives.com #estateplanning #medicaldirectives #today #listening #captrust @CAPTRUST

It's not the first time it has happened, But, this week, there was another flash crash. Originally blamed on the volatility in some of the meme stocks, it was later revealed a software glitch caused some well known stocks to drop more than 99% in just seconds. On this podcast, Karl Eggerss explains what happened and how it was resolved. Plus, a new stock exchange is coming to the lone star state. Topics discuss on this podcast: Meme stocks Flash Crash Texas Stock Exchange Economy For more information, go to https://www.creatingricherlives.com #memestocks #texasstockexchange #today #listening #captrust @CAPTRUST

Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation? In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis. Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation. Topics discuss on this podcast: Income Tax Tax Returns Tax Planning For more information, go to https://www.creatingricherlives.com #incometax #taxes #today #listening #captrust @CAPTRUST

While some investors are fearing the election, you wouldn't know it by their actions. The Dow Jones passed 40,000 for the first time ever this week and stocks continue to make new highs. On this episode, Karl Eggerss explains what's moving stocks and whether it will last. Topics discuss on this podcast: Election Stocks Inflation Meme Stocks For more information, go to https://www.creatingricherlives.com #election #stocks #today #listening #captrust @CAPTRUST

Day trading has been around for decades. But, with technology and social media, many investors have pondered whether they should be day trading. On this podcast, Karl Eggerss examines whether day trading makes sense. Spoiler alert. It doesn't. Karl will also give you the real reason you hear about it so much. Topics discuss on this podcast: Day Trading Investing Financial Literacy Fallacies For more information, go to https://www.creatingricherlives.com #daytrading #investing #financialliteracy #today #listening #captrust @CAPTRUST

While this podcast is almost 15 years old, there are listeners that may not know the origin of the podcast or the host, Karl Eggerss. On this episode, Karl explains what made him get into the industry in the first place, how he started the podcast, and why he's so passionate about teaching. Topics discuss on this podcast: Education Financial Literacy Career Path For more information, go to https://www.creatingricherlives.com #education #financialliteracy #careerpath #today #listening #captrust @CAPTRUST