On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?

Topics discussed on this podcast:

• Estate Planning
• Personal Statement to My Heirs
• Will
• Legacy

For more information, go to https://www.creatingricherlives.com

#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST

We all grew up hearing to only "live off the interest". Our parents and grandparents told us that was what we should do in retirement. In other words, never invade the principal. But, is that correct? Karl Eggerss discusses this concept on this episode. Are you short changing yourself by living off of the interest only?

Topics discussed on this podcast:

• Living Off The Interest
• Principal
• Retirement
• Interest Rates

For more information, go to https://www.creatingricherlives.com

#interest #principal #retirement #livingoffinterest @CAPTRUST

In the last 30 years, we've seen some big changes in the way we live and subsequently new investment opportunities. First, was the internet in the late 1990s. Then crypto currencies at the end of the last decade. Some got rich from these new inventions and some went broke. On this podcast, Karl Eggerss discusses the latest "big thing", artificial intelligence. Will it change our lives? Are there investment opportunities? This is answered on this podcast.

Topics discussed on this podcast:

• Artificial Intelligence (AI)
• Stocks
• Bubbles
• Crypto
• Internet

For more information, go to https://www.creatingricherlives.com

#artificialintelligence #AI #stocks #bubble #cdrypto @CAPTRUST

What do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market volatility on this episode. Plus, one of the biggest divergences in stock performance ever is happening right now. Karl explains.

Topics discussed on this podcast:

• Stock Market Losses
• Small Business Optimism
• Volatility
• Inflation
• Nasdaq
• FOMO

For more information, go to https://www.creatingricherlives.com

#inflation #Nasdaq #volatility @CAPTRUST

With interest rates rising rapidly and the Federal Reserve continuing their inflation battle, it's a good time to assess your debt. Should you always rush to pay off debt? It depends. Plus, another week and another bank failure. Karl Eggerss explains on this episode.

Topics discussed on this podcast:

• Debt
• First Republic
• Leading Economic Indicators
• Federal Reserve
• Interest Rates

For more information, go to https://www.creatingricherlives.com

#stocks #bonds #FederalReserve #banks @CAPTRUST

Despite any negative news, the stock market continues to move higher. But, not all stocks are participating. In fact, Karl Eggerss shares some surprising stats as to how many stocks are actually participating in the rally. Plus, Karl eplains how to turn a temporary loss into a permanent one.

Topics discussed on this podcast:

• FAANG Stocks
• FOMO
• Concentrated Stock Market
• Diversification

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email [email protected]

#stocks FOMO #FAANG #investments @CAPTRUST

The debate over whether or not the stock market is efficient has raged on for years. On this episode, Karl Eggerss explains what the Efficient Market Hypothesis is and whether or not it actually exists in today's stock market. Karl gives a real example that proves his case.

Topics discussed on this podcast:

• Efficient Market Hypothesis (EMH)
• Stocks
• Real Estate Investment Trusts (REITs)
• IPOs

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email [email protected]

#efficientmarkethypothesis #EMH #stocks #investments @CAPTRUST

There has a lot of chatter regarding the destruction of the dollar. Other countries have discussed creating their own reserve currency. What's the likelihood of this happening? What would be the impact on your life and your portfolio? Karl Eggerss invites Justin Pawl, CFP CFA back to the podcast to discuss.

Topics discussed on this podcast:

• Dollar
• International Stocks
• Interest Rates
• BRICS
• Diversification

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email [email protected]

#dollar #BRICS #stocks #investments @CAPTRUST

It's Masters Week. The Super Bowl of golf. Being a golfer, Karl Eggerss has learned a lot over the years. And, one of the basic rules in golf to improve one's scores is to avoid the blow up holes. Karl takes this analogy and explains how to apply it when managing an investment portfolio. 

Plus, what are some ways you can protect your portfolio? Karl gives some practical ways to do just that.

Topics discussed on this podcast:

• The Masters
• Options
• Stop Losses
• Diversification
• Gold

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email [email protected]

#gold #stocks #bonds #diversification #options @CAPTRUST

The first quarter of 2023 is in the books. The financial markets are acting almost the complete opposite of 2022. Interest rates are falling, tech stocks are once again loved, investors are hoping that the Federal Reserve is almost done with their tightening cycle and the economy will have a "soft landing". But, what if that doesn't happen? Karl explains why he's still a little cautious. 

Topics discussed on this podcast:

• Federal Reserve Balance Sheet
• Nasdaq
• FANG stocks
• IRS Scams
• Bear Market Rallies

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email [email protected]

#IRSScams #investments #NASDAQ #stocks #bonds @CAPTRUST