Creating Richer Lives

Imagine your stocks not going up for 35 years. This is what investors in another country have experienced. Could it happen in the United States? On this podcast, Karl answers this question. Plus, is it possible to time the stock market? Tune in for the answer.

Topis discuss on this podcast:

• Timing the Market
• Buy and Hold
• Artificial Intelligence

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

#stocks #timingthemarket #buyandhold #today #listening #captrust @CAPTRUST

It's been said that to win championships, one needs a good defense more than a good offense. It might be the same when it comes to investing. Eliminating mistakes as an investor can likely improve long-term results.

Topics discussed on this podcast:

• Investing Mistakes
• Stocks
• Diversification
• Successful Investing

Get the list of 5 on this #podcast.

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

#investingmistakes #investing #investments #today #listening #captrust @CAPTRUST

It's no secret that international stocks have underperformed U.S. stocks for quite a while. This begs the question as to whether or not international stocks are even needed in a portfolio. Why have they underperformed? Will they keep underperforming? Karl Eggerss answers these questions on this #podcast.

Topics discussed on this podcast:

• International Investing
• Stocks
• Diversification
• Interest Rates

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

#internationalinvesting #internationalstocks #today #listening #captrust @CAPTRUST

While there are several signs of a strong economy, there are just as many indicators pointing towards a potential recession. This combination creates a very confusing environment for investors. On this podcast, Karl Eggerss explains why investors need a balanced portfolio with a risk management strategy.

Topics discussed on this podcast:

• Risk Management
• Jobs
• Recession
• Federal Reserve

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

#riskmanagement #today #listening #captrust @CAPTRUST

You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture.

Topics discussed on this podcast:

• Family Office
• Estate Planning
• Generational Wealth
• Legacy Planning

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

#familyoffice #today #listening #captrust @CAPTRUST

There has been much debate in our country about our future energy needs and the best way to fulfill those needs. Money and politics have been two key contributors to the debate. On this special podcast, Karl Eggerss welcomes Miles Murray, a Sustainability Tech Entrepreneur. He's currently the CEO of LOCOAL and has a new startup called Windchaser. Miles explains the differences between wind and solar, some of the obstacles, and the new solutions he and his company have come up with in this ever changing energy landscape.

Topics discussed on this podcast:

• Renewable Energy
• Wind
• Solar
• Battery Technology

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

#wind #solar #technology #renewableenergy #today #listening #captrust @CAPTRUST

We're all getting older and as we age, it's extremely important to have plans for what life might look like in the future. On this podcast, Karl Eggerss discusses the aging process and some things to consider from a financial planning standpoint.

Also on this episode, inflation is coming down, but perhaps not fast enough for Wall Street.

Topics discussed on this podcast:

• Longevity Planning
• Elder Care
• Inflation
• Federal Reserve

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

#longevityplanning #today #listening #captrust @CAPTRUST

On this week's podcast, Karl Eggerss discusses "The Great Reset". What is it? What is it's origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode.

Plus, stocks and bonds started off the year on a sour note. Should you be concerned?

Topics discussed on this podcast:

• The Great Reset
• Federal Reserve
• Interest Rates
• Stocks
• Bonds

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

#TheGreatReset #today #listening #captrust @CAPTRUST

For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts.

Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024.

Topics discussed on this podcast:

• Beneficial Ownership
• LLCs
• Income Tax Changes 2024
• Financial Organization

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

#beneficialownership #llc #financialorganization #today #listening #captrust @CAPTRUST

The "everything rally" continued this week with several asset classes rising as 2023 is close to coming to an end. In fact, the Dow Jones hit an all-time high this week along with several stock indices around the world. The Federal Reserve pivoted, and investors loved it. Karl Eggerss explains why this is a goldilocks period for Wall Street. But, will it last?

Topics discussed on this podcast:

• Stock Market Rally
• Negative News
• Interest Rates
• Federal Reserve

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

#stockmarket #rally #interestrates #today #listening #captrust @CAPTRUST