Creating Richer Lives

On this episode, Karl Eggerss answers a question he gets fairly frequently. What's the proper allocation of stocks one should have in their portfolio? Karl gives two practical ways to begin figuring it out.

Topics discussed on this podcast:

• Stock Allocation
• Diversification
• Financial Planning
• Consumer Deterioration
• Economy

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

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

#allocation #investments #economy @CAPTRUST

On this episode, Karl Eggerss welcomes guest Oliver Norman to the show who shares some important tips on getting financially organized. This show is full of useful ways to begin the process.

Topics discussed on this podcast:

• Financial Organization
• Estate Planning
• Password Managers
• Beneficiaries
• Transfer On Death
• Digital Vaults

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

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

#financialorganization #estateplanning @CAPTRUST

Since 2008, interest rates have generally been suppressed making it very difficult for investors to find reliable and reasonably high income. On this podcast, Karl Eggerss welcomes guest Justin Pawl to discuss some ways to build a portfolio with the goal of generating income.

Topics discussed on this podcast:

• Bond Ladders
• Dividend Paying Stocks
• Covered Calls
• Structured Credit
• Monthly Income
• Inflation
• REITs

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

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

#investments #stocks #bonds #income #interest @CAPTRUST

After almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street.

Topics discussed on this podcast:

• Millionaires
• How the Ultra High Net Worth invest their money
• Bond Ladders
• Monthly Income

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

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

#investments #stocks #bonds #bondladder @CAPTRUST

On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family.

Plus, a winter storm hit Texas recently. Are you prepared in the event you didn't have power for 24-48 hours?

Topics discussed on this podcast:

• Liquidity Events
• Selling A Business
• Inheritance
• Estate Taxes
• Generational Wealth
• Prepping for Storms
• Generators

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

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

#investments #stocks #bonds #financialplanning #liquidityevent #sellingabusiness @CAPTRUST

On this podcast, Karl Eggerss discusses the fast start for stocks this year. He goes under the hood to see what's driving the rally.

Plus, a listener question on investing internationally and how to avoid investing in countries and companies in which you disagree.

Topics discussed on this podcast:

• Heavily Shorted Stocks
• Bonds
• Interest Rates
• ESG
• Seasonal Investing
• Investing In China
• The Federal Reserve
• The Economy

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

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

#investments #stocks #bonds #financialplanning #retirementplanning #ESG #investing @CAPTRUST

On this podcast, Karl Eggerss discusses the various ways 2023 will differ from 2022. Also, he gives his outlook.

Topics discussed on this podcast:

• Stocks
• Bonds
• Interest Rates
• Asset Allocation
• The Federal Reserve
• The Economy

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

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

#investments #stocks #bonds #financialplanning #retirementplanning #investing #investmentmanagement @CAPTRUST

On this podcast, Karl Eggerss discusses 3 mistakes he's seen in just the last few days that he believes could be costing people money. It ranges from legacy stocks to loans for a car.

Topics discussed on this podcast:

• Financial Mistakes
• Legacy Stocks
• Loans vs. No Debt
• Tax Professionals
• The Federal Reserve
• The Economy

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

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

#investments #stocks #bonds #financialplanning #retirementplanning #investing #investingmistakes #taxchanges2023 #investment management @CAPTRUST

On this podcast, Karl Eggerss discusses his outlooks for 2023. Plus, how seriously do you take your investments? Do you view them as a long-term investment or are you just "playing the market"?

Topics discussed on this podcast:

• The Federal Reserve
• Volatility index
• Stocks
• Bonds
• Investment management
• Tax changes 2023

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

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

#investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #investment management @CAPTRUST

On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022.

In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change?

Topics discussed on this podcast:

• The Federal Reserve
• sector performance
• volatility index
• private equity
• private real estate
• private lending
• stocks
• bonds
• commodities
• investment management
• tax changes 2023
• Secure Act 2.0

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

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

#investments #stocks #bonds #financialplanning #retirementplanning #investing #taxchanges2023 #secureact @CAPTRUST