Kelly Advisor Podcast

By Jim Freeman

Jim Freeman provides you with insight on finances and retirement lifestyles.... more

5

11 ratings

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FAQs about Kelly Advisor Podcast:

How many episodes does Kelly Advisor Podcast have?

The podcast currently has 44 episodes available.

Kelly Advisor Podcast episodes:

July 24, 2020 Episode 4: The Federal Reserve (Part I): The Who, What, and Why... It Should Matter to You
1. "The Creature from Jekyll Island" 2. Do you know the difference between monetary and fiscal policy? Why you should. 3. Policies from the Big Chair: Paul Volcker, Alan Greenspan, Ben Bernanke, Janet Yellen, Jerome Powell
...more
19min
July 09, 2020Episode 3: Looking Backward, Looking Forward: A Pandemic's Impact on Market Volatility & Uncertainty
"Don't invest for the end of the world; it only happens once."

Baseball tactics and financial goals: Swinging for the fences can lead to more strikeouts, not homeruns.

Investment Mindset: Reason vs. emotion.
...more
20min
May 22, 2020Episode 2: Coffee and Tea Are Different; Long Term Care and Health Care Are Different Too
Maintaining Dignity & Quality of Life

Know the Big Six of "Activities of Living"

LTC is an income issue, not an asset issue: Medicaid is not the goal
...more
19min
April 13, 2020Episode 1: Strategy, Not Product, in Planning
Strategy, Not Product, Key in Retirement Planning

Balance: Short, Medium & Long Term Financial Needs

Diversification: Safety, Growth & Liquidity (2 Years of Cash)
...more
19min

FAQs about Kelly Advisor Podcast:

How many episodes does Kelly Advisor Podcast have?

The podcast currently has 44 episodes available.