Creating Richer Lives

The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusses:

• New required minimum distribution ages
• Adjusted income tax brackets
• Increases to the amount individuals can save in retirement savings vehicles
• Changes to new 401(k) plans
• Increases to the standard deduction
• and much more

On this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different.

Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.

On this episode, Karl Eggerss explains what separates good investors from bad investors. Plus, one asset is having one of its best months in the last 20 years.

On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.

Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's next? In addition, will there be contagion from the FTX fallout? Karl explains why that could be the case.

While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.

The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?

On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?

Interest rates are rising and wreaking havoc on the financial markets in 2022. But, the good news is that interest rates have risen enough to make bonds interesting once again. On this episode, Karl Eggerss answers a listener question regarding bonds and bond portfolios.

Volatility continues in the financial markets. And we saw a huge turnaround Thursday. Was it just a temporary bounce or something more? Plus, 2022 is shaping up to be worse than 2008. Karl Eggerss explains why.