What does the time change, a tv dinner, the number 11, and a small metal thimble all have in common? Listen to Mike share some interesting factoids and history about the month of November!
In Part 2 of our mini-series "Financial Foundations" Mike discusses investing in Stocks, including a brief history of the equity market to stock pricing and methods for classifying stocks.
The Certified Financial Planning (CFP) designation is one of the most challenging to achieve in the world of retirement planning. In this episode, Mike discusses what it takes to obtain the CFP as well as what it means to have the CFP with MBE Wealth Management's two newest Certified Financial Planners, Jake Krueger and Jason Henrich.
Mike Pruitt, CFP®,RICP® talks about bonds and fixed income including what a bond is, history of bond markets, types of bonds available, risk return characteristics, and tips for investors.
The Dow and the S&P 500 just set record closes and Mike takes us through a quick review of 2019 thus far and looks forward to what the team at MBE Wealth sees.
In today's episode Certified Financial Planner Mike Pruitt digs into what is commonly known as the LEI, or Leading Economic Index. The LEI is a composite index of leading economic indicators and in this episode Mike tells you what it's made of and how to interpret it to better forecast the US economy.
Mike discusses the SECURE Act - the latest legislation aimed at opening up the 401k world to even more people. The SECURE Act has bipartisan support and has 4 key provisions in addition to some other minor components. Mike covers these as well as the funding mechanisms for the legislation.
Mike Pruitt, CFP®,RICP® and financial advisor Jason Henrich discuss some of their favorite books and what they feel should be required reading for people serious about building wealth.
32 min
About Money Speak
From the publisher's feed
The team at MBE Wealth Management operates as an SEC Registered Investment Advisor. We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau.
The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance.
We hope you enjoy the show and if you have any questions or comments, please send them to [email protected].