Father Son Finance

Father Son Finance

By Kessinger Lee GroupBusinessInvesting
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Father Son Finance episodes

  • Ticker Talk Q3 2024

    The third quarter of 2024 included the un-inversion of the yield curve, rate cuts from the Fed, and a rising market going into the 2024 election. Listen in to hear our thoughts on these topics and more.

    25 min
  • Ep 7 Retirement Accounts

    In this episode we discuss the different types of retirement accounts. You will hear about how to take advantage of your 401k and your IRA, the differences between pre-tax and Roth, as well as Employer versus individual accounts. Take a listen!

    23 min
  • Ticker Talk Q2 2024

    The second quarter of 2024 was much like the first quarter. The major indexes rose to set new all-time highs with leadership in the Large Cap tech sector. The earnings have continued to justify these rises. Will we be able to continue this momentum in Q3? Will we see the broader market catch up to Large Cap Growth? Listen in and hear our thoughts on this and more in the newest episode of Ticker Talk!

    27 min
  • Ep. 6: Stock vs Brand

    The old adage, "Buy what you know" may not be the best advice for investors. In this episode, we discuss misconceptions of brand-based investing. We dive into the business cycle, catalysts for growth, and the importance of companies being able to adapt to ever-changing economic environments.

    18 min
  • Ticker Talk Ep 1

    Unlike our educational topic series, in this segment, we will discuss current market trends, financial topics, and individual stocks. None of this is a recommendation, it is simply a dialogue of things that we see in the financial markets, and it gives you a glimpse into how we absorb market information. We hope you enjoy and keep coming back to listen!

    26 min
  • Ep 4: Designations

    In the latest episode of Father Son Finance, we dive into the world of finance designations. CFP, CPA, CPWA - you've likely seen these acronyms floating around LinkedIn, but have you ever wondered what they mean and why they should be included in your due diligence when choosing what professionals to work with? In this episode, we break down the main focus and requirements for each certification.

    19 min
  • Ep 3: Rules of Money Management

    In this episode, we discuss rules that we use each and every day as we manage clients' money. Some things that you should think about when investing are:
    1. What are you investing for? What is your goal?
    2. How much risk do you want to take?
    3. What is diversification?
    4. What is your time horizon?
    We go over these topics and more in this episode. Check it out!

    22 min
  • Ep 2: Cash

    This episode we are focusing on cash 💵. People often wonder:
    "How much cash should I keep for an emergency?"
    "What is the best way to get a return on cash?"
    "Should this cash be invested in the market?"
    We break down these questions and more in this episode. Give it a listen!

    12 min
  • Ep 1: What is a Financial Plan?

    We are excited to share with you "Episode 1" of our new podcast! Our goal with these videos is to provide education through a new medium. We will talk about all things investing and finance. This episode dives into the similarities and differences of Saving vs. Investing. We also discuss the importance of everyone establishing a personalized financial plan. We look forward to connecting with people in a new way! Enjoy!

    20 min

About Father Son Finance

From the publisher's feed

Our goal with these podcasts is to provide financial education through a new medium. We will talk about all things investing and finance.