Creating Richer Lives

Creating Richer Lives

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Creating Richer Lives episodes

  • Should I Take The Early Retirement Package?

    During this pandemic, many companies need to reduce costs. One way is to reduce the number of employees. This has led to many companies offering their employees early retirement packages. Should you take it? Karl welcomes guest and fellow advisor Mark Nokyos, CFP to the podcast. Mark works with employees of companies and has a tremendous amount of experience in the area of helping employees with their compensation packages and answering the tough question of whether or not they should accept an early retirement package.

    36 min
  • The Estimates Were Way Off

    On this week's show, Karl discusses the blowout jobs report and how far off the estimates were. In addition, Karl encourages listeners to to take big investor comments with a grain of salt.

    25 min
  • A Guide To Dividend Investing

    On this week's podcast, Karl Eggerss welcomes John Keeton, CFA to discuss dividend investing. John gives the audience several items to consider when buying a dividend stock.

    35 min
  • The Billionaires Have Spoken

    On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing. Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial planning techniques that you can use during the COVID-19 quarantine.

    31 min
  • Using Trusts As Beneficiaries

    On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.

    34 min
  • What Is ESG Investing?

    On this episode, Karl welcomes guest Justin Pawl, CFA, CAIA, CFP® and Sam Dreibelbis, CPA to discuss ESG investing. What is it? The acronym stands for Environmental, Social, & Governance and it's a set of standards that companies can adhere to that might attract a certain type of investor. Does it just mean socially responsible investing? We'll answer that on this episode.

    42 min
  • Your Mind And Your Money

    On this week's podcast, Karl welcomes Dr. W. Lee Warren. He's a brain surgeon, a veteran, a writer, a podcaster, and an inventor. Karl & Dr. Warren discuss how our minds affect our investing decisions and how to prevent our brains from becoming a deterrent.

    44 min
  • The Big Unknown

    On this week's podcast, Karl breaks down the action in the financial markets this week. Another box checked. But, questions remain. Find out what they are on this week's show.

    26 min

About Creating Richer Lives

From the publisher's feed

Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make…

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