Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

That one thing to find deals on travel is simple - put in the work.   But don't worry, not only do we have a guide to finding those deals in this episode, we have a guide at Keeler and Nadler.   CFP, Jessica Hultberg, has been snagging travel deals since she was in college and for years since on flights, vacations and hotels.   She loves this stuff!    She and Andy talk credit cards, travel cards and how to work the 'points' system to your advantage.  Plus, don't forget savings from grocery and retail store cards and apps.   Jessica saves money for her family every month on groceries and gas with digital coupons and by shopping smartly.   She also walks our listeners through the thicket that is saving money on your electricity bill.  It can be done!   Now, as we all know, just about anything dealing with credit requires discipline, willpower and responbility.  Andy and Jessica talk about that plus the pitfalls of not reading the fine print.   Again, it takes work but the deals are there.     So grab your sunscreen, flip flops and beach towels - there are travel savings to be found on land, water and in the air!   

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

 We've all seen the commercials on cable TV, heard them on the radio and yes, there are even podcasts dedicated to investing in gold.  In those :30 commercials, the verbiage often goes something like this, "Protect yourself against the churn of world events and the up-and-down stock market with safe, secure precious metals like gold..."    So, should you?   Plus, what's the return on the investment from gold compared to stocks and mutual funds?    For this episode of Financial Opportunities Uncovered, Keeler and Nadler's Andy Keeler and Mark Beaver take a deep dive not just in the numbers but the years; they look back at the origins of gold investments and how they've performed relative to other investments over the long haul. No matter how slick any financial commercial may be, there's no substitute for data, historical trendlines and proven expertise when it comes to your investments.    

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

In 1924, the Dow Jones Industrial average hovered around 90 much of the year.   That's not a typo.  Fast forward 100 years and it broke 40,000 a few weeks ago.    It's a number that moves markets, captures worldwide headlines and can even shape political campaigns.   And yet, the Dow is only comprised of 30 companies.  30 LARGE companies but 30 nonetheless.   Keeler and Nadler's Andy Keeler and Mark Beaver do a deep dive on the history and performance of the greater stock market over the last century.   Woolworth and American Sugar are long gone on the Dow 30 and no one would have guessed a century ago, a piece of fruit (Apple) and a soda (Coca-Cola) would be there today.    As Andy and Mark know well and as you're about to hear, what has weathered the up's and down's is this axiom - it's not about timing the market, it's time in the market.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

Mollie Steiner knows a lot about health, fitness and longevity to life.   She also knows a lot about being grateful for all three.  She's an amazing athlete herself and has motivated and taught thousands of people in fitness classes over the years.    Today, she brings her knowledge, energy and vision to the City of Dublin as Recreation Administrator for Corporate and Community Wellness.    As a financial planner and a person dedicated to fitness, too, I often say it's tragic when people work really hard to save for a great retirement but don't live long - or healthy enough - to enjoy it.   Staying active plus a good diet are proven factors to longevity but as you're about to hear from Mollie, some things are out of our control.  Like cancer.   The disease struck her child and thus her family.   At the same time, another child, Abby, was setting records on the soccer field and on the track.   Fast forward to this summer and Abby is gunning for the Paris Olympics!      Mollie discusses it all:  from one daughter beating cancer to another one beating the competition.   Plus, we discuss Blue Zones and why Mollie and other experts say these regions around the world may hold the keys to living longer.  And to that end, I ask Mollie if the dreaded 'burpee' is the one of those fitness keys.    (Hint:  Mollie thankfully offers burpee modifications!)      

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS?   Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts.  I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we're really excited to launch this episode 1!  I say *we* because you, our listeners, will to get to know the incredible expertise we have in our office and it begins with guest #1 - Abby Rose.  She's a CFP and Certified Public Accountant and we discuss a lot in this episode from planning for retirement, social security and Medicare changes to yes - Abby helped one of our clients to avoid a $28,000 tax mistake!   Welcome to 'Financial Opportunities Uncovered!    

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.

It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.