Creating Richer Lives

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