Creating Richer Lives

This week and quarter, the stock and bond markets grabbed the 2022 playbook and repeated it. Rising rates spooked investors along with a potential government shutdown. Karl Eggerss discusses this and why patience and diversification is warranted.

Topics discussed on this podcast:

• Government Shutdown
• U.S. Dollar
• Bonds
• Stocks

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

#dollar #governmentshutdown #stocks #today #listening @CAPTRUST

The Federal Reserve left interest rates unchanged this week, but are they close to the end? That is yet to be determined, but perhaps higher oil prices might impact their future decisions. On this podcast, Karl Eggerss discusses the Fed's future path and the impact on the economy and your portfolio.

Topics discussed on this podcast:

• Oil
• Interest Rates
• Economy
• Asset Allocation

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

#oil #interestrates #economy #investing #today #listening @CAPTRUST

Many retirees struggle with their cash flow and they may not be living their best retirement. On this podcast, Karl Eggerss discuss a place where many retirees may have hidden dollars. There are several techniques to find and use those dollars.

Topics discussed on this podcast:

• Retirement
• Cash Flow
• Retirement Planning

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

#retirement #cashflow #retirementplanning #today #listening @CAPTRUST

Many people have rental homes that were acquired in various ways. The question often comes up wehther or not that rental home is a good deal still and should it be kept or sold. It takes a lot of analysis to determine the answer. On this podcast, Karl Eggerss walks listeners through the steps to analyze a property.

Topics discussed on this podcast:

• Real Estate
• Rental Properties
• 1031 Exchange
• Mortgage Rates

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

#realestate #rentalproperties #1031exchange #mortgagerates #today #listening @CAPTRUST

Interest rates have skyrocked and because of this, many investors are now curious how to build a bond portfolio in conjunction with other types of income in their accounts. On this episode, Karl Eggerss answers a listener question about bonds and he gives a Bonds 101 session.

Topics discussed on this podcast:

• Bonds
• Bond portfolio
• Asset Allocation
• Income

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

#bonds #income #assetallocation #today #listening @CAPTRUST

August has not been friendly to the retail sector. Many are wondering if this is a sign the economy is weakening and on the verge of a recession. On this podcast, Karl Eggerss explains what he sees in the retail sector and the health of the overall economy. Jerome Powell also spoke on Friday and Wall Street was trying to get some insight into the Federal Reserve's next move.

Plus, is your car spying on you? Technology is helping the dealership know what's going on with your car, but is this a good thing?

Topics discussed on this podcast:

• Retail Stocks
• Economy
• Jerome Powell
• Mortgage Rates

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

#retailstocks #jeromepowell #mortgagerates #economy #today #listening @CAPTRUST

The stock market has pulled back from recent highs as investors digest higher interest rates, a bankruptcy in a Chinese real estate company, and updates on the health of the consumer. In addition, the stock market is entering into a seasonally weak time of the year.

On this podcast, Karl Eggerss discusses the state of the financial markets and gives an update on the latest moves by some of the largest investors in the world.

Topics discussed on this podcast:

• Chinese Real Estate
• Interest Rates
• Bonds
• Stocks
• 13F

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

#chineserealestate #interestrates #bonds #today #listening @CAPTRUST

For well over a decade, interest rates were near 0%. That's not the case anymore. The Federal Reserve raised rates at a rapid rate in 2022 and 2023. This has both positive and negative repercussions. On this podcast, Karl Eggerss explains why and how short-term instruments like money markets are now an option in an investment allocation. In addition, paying off old debt may not be the best move.

Topics discussed on this podcast:

• Money Markets
• Cash
• Debt
• Interest Rates

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

#moneymarkets #interestrates #cash #debt #today #listening @CAPTRUST

Every investor wants the highest returns with the least amount of risk. But, we can't always have that. On this episode, Karl Eggerss discusses a way to build a portfolio that allows for risky investments with the goal of higher returns, while still maintaining the long term plan.

Topics discussed on this podcast:

• Risky Investments
• Alternatives
• Stocks
• Real Estate
• Portfolio Construction

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

#riskyinvestments #alternatives #portfolioconstruction #today #listening @CAPTRUST

Have you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term.

Plus, how do capital gains factor in your decision making process when it comes to selling an investment? Karl explains why sometimes it may be worth paying a capital gains tax.

Topics discussed on this podcast:

• FOMO
• Stocks
• Capital Gains
• Capitulation
• Valuation

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

#stocks #FOMO #capitalgains #capitulation #today #listening @CAPTRUST