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

Stocks can be bought and sold using several different methods. Some use technical analysis. Some use fundamental analysis. Which one is better? On this episode, Karl Eggerss explains how each method works and ultimately how he decides when to buy and sell various stocks.

Topics discussed on this podcast:

• Fundamental Analysis
• Technical Analysis
• Investments
• December Rally
• Bitcoin

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

#fundamentalanalysis #technicalanalysis #decemberrally #bitcoin #today #listening #captrust @CAPTRUST

When the stock market is fluctating, it oftentimes means our emotions are fluctating as well. On this podcast, Karl Eggerss discusses how to handle the emotional swings of being an investor. If you neglect those feelings, it could lead to a bad financial outcome. What type of investor are you?

Topics discussed on this podcast:

• Behavioral Finance
• Emotional Investing
• Charlie Munger
• Volatility Index
• Santa Claus Rally

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

#behavioralfinance #charliemunger #santaclauserally #today #listening @CAPTRUST

As a W-2 employee, sometimes you may feel there aren’t a lot of tax strategies available to you. However, that’s not necessarily the case. On this podcast, Karl Eggerss gives several ways you can potentially save on your taxes. As the end of the year is approaching, this is the time to take action.

Topics discussed on this podcast:

• Taxes
• W-2 Employees
• Charity
• Retirement Planning

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

#W-2 #taxes #charity #saving #retirementplanning #today #listening @CAPTRUST

The financial markets rocketed higher during the week because inflation is coming down at a fast rate. That sounds good, but what if it continues and ultimately means the economy slows too much? Karl Eggerss explains how to navigate a changing economy.

Also on this podcast, there are numerous conflicts of interest in the financial industry. An article was just published naming names with all the details.

Topics discussed on this podcast:

• Inflation
• Economy
• Interest Rates
• Conflicts of Interest
• “No Golf Ball Rule”

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

#inflation #economy #conflictsofinterest #investments #today #listening @CAPTRUST

With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers. 

Topics discussed on this podcast:

• Housing Affordability
• Legacy
• Gifting Strategies
• Mortgages
• Estate Planning

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

#housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST

The October jobs report was released and it was a worse than expected number. In addition, August and September were revised lower as well. And yet, the stock market soared. Why? Karl Eggerss explains on this podcast. 

Also on this episode, what does driving your car and exiting off the highway have to do with the economy? 

Topics discussed on this podcast:

• Jobs
• Interest Rates
• Stock Market
• Recession

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

#jobs #recession #stockmarket #investing #today #listening @CAPTRUST

On this episode, Karl Eggerss explains why some people have so much influence that they can simply make a comment or tweet and investors react a certain way. Is it right?

Plus, how is your portfolio built? Is there any thought or intentionality or did it just happen?

Topics discussed on this podcast:

• Interest Rates
• Portfolio Construction
• Income
• Real Rates

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

#portfolioconstruction #investments #income #today #listening @CAPTRUST