Finance Speaks

By Kyle A. Sadler

Whether by accident or intentional search, you have discovered Finance Speaks with Kyle Sadler; a weekly program that speaks to its listeners in terms we can all understand.

We are just here to educa... more

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FAQs about Finance Speaks:

How many episodes does Finance Speaks have?

The podcast currently has 39 episodes available.

Finance Speaks episodes:

September 16, 2019 29: Your Employer Sponsored Plan #4 - Understanding Savings Options
This video is the fourth in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
9min
September 12, 2019 28: Your Employer Sponsored Plan #3 - Diversification & Asset Allocation
This video is the third in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
12min
September 09, 2019 27: Your Employer Sponsored Plan #2 – Why You Need A Deferred Compensation Plan
This video is the second in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the why you should contribute to an employer sponsored plan.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
11min
September 04, 2019 26: Your Employer Sponsored Plan #1 - How Your Deferred Compensation Plan Works
This video is the first in the 5 video series covering "Your Employer Sponsored Plan". Geared towards employees of governmental, not-for-profit and public school employees, this video explains the mechanics of the plan.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
12min
September 02, 2019 25: Session 5 of 5 - Important Post Retirement Considerations
Digital Workshop: Retirement Steps for Texas Public School Employees - Working After Retirement, Investment Strategies, The 3 Little Piggy Banks, and Social Security.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
22min
August 28, 2019 24: Session 4.2 of 5 - Insurance Coverage for Medicare Covered Retirees
Digital Workshop: Retirement Steps for Texas Public School Employees - The Breakdown, The Enrollment Application, Cost of Coverage & Coverage Perimeters, and The Coverages.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
14min
August 26, 2019 23: Session 4.1 of 5 - Insurance Coverage for Non-Medicare Covered Retirees
Digital Workshop: Retirement Steps for Texas Public School Employees - The Breakdown, The Enrollment Application, Cost of Coverage & Coverage Perimeters, and The Coverages.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
12min
August 21, 2019 22: Session 3 of 5 - Completing the Retirement Forms (Part 2)
Digital Workshop: Retirement Steps for Texas Public School Employees - General Information about the PLSO and Partial Lump Sum Options.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
17min
August 19, 2019 21: Session 2 of 5 - Completing the Retirement Forms (Part 1)
Digital Workshop: Retirement Steps for Texas Public School Employees - Retirement Packet Arrival, Understanding the Retirement Estimate, and Annuity Options.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
21min
August 14, 2019 20: Session 1 of 5 - Beginning the Retirement Process
Digital Workshop: Retirement Steps for Texas Public School Employees - Requirements for Retirement, Service Credits, Where Do I Begin?, and Starting the Retirement Process.
Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.
...more
19min

FAQs about Finance Speaks:

How many episodes does Finance Speaks have?

The podcast currently has 39 episodes available.