In this episode of the Saving Yourself from Wall Street podcast, we bring back Dan David, the founder and CEO of Wolfpack Research.  If you missed my first interview with Dan, I highly recommend you go back and listen.  Dan and I go way back…all the way to high school in the late 1980s outside […]

So are we experiencing a blizzard, a typical winter, or an Ice Age when it comes to the economy and the markets. We talk amongst ourselves. Kirk Kinder, CFP® started Picket Fence Financial, www.picketfencefinancial.com, with the goal of saving folks from Wall Street. Kirk has been quoted in several financial publications including the Wall Street […]

Wondering how the government bailout, also known as the CARE law, will impact you? Do you understand all the ramifications of the bill? We are digging into the government program that includes the rebate check, unemployment insurance changes, tax return opportunities, and more.

This is a webinar I did for my clients recently. I thought you might like to watch it. I hope to keep info flowing during these turbulent times.

Wondering what to do with your portfolio with the coronavirus wreaking havoc on the markets? Looking for ideas on where this is headed? That is what we will address in this episode of the podcast.

In today’s episode of the Saving Yourself from Wall Street podcast, we talk to Sean O’Hara of Pacer Financial. We discuss the history of Exchange Traded Funds (ETF) and how ETFs are being unfairly characterized as the next weapon of financial mass destruction. We then switch to discuss Pacer Financial’s tools to protect your portfolio […]

In this week’s podcast, we chat with Matt Hougan, the Global Head of Research, for Bitwise Asset Management. Have you wondered what a crypto currency is? How does Bitcoin work? Why would you want to invest in a crypto asset? Matt answers these questions and more. If you have been wondering if you should invest […]

We are entering the 11th year of this bull market. This bull charged so long that many investors – talking to you Millennials – have never experienced a down market or real bear market. Last year’s huge gain has many people looking to add stocks to their portfolio, but should you? What can today’s stock […]

The open enrollment period for Medicare began on October 15th and runs through December 7th – Pearl Harbor Day. Why is this important? Well, unbeknownst to most Medicare recipients, you can switch your Medicare Advantage or Medicare Supplement plan to ensure you have the optimal plan for you. Most folks on Medicare just stay on […]

We have hit that time of the year where parents are frantically filling out the FAFSA hoping for financial aid to cut the costs of college. If you really want to save money on college, you need to be strategic in the selection of the college. In this week’s podcast, I laid out Seven mistakes […]