83 episodios

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Kramer Financial Talk Jim Kramer

    • Economía y empresa

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

    Making Life Insurance Work for You

    Making Life Insurance Work for You

    In this episode we explore how life insurance can be more than just a death benefit. We'll break down the different types of policies, and discuss how you can leverage your coverage to build cash value and access funds while you're alive. Tune in and discover how life insurance can become a valuable tool in your financial toolbox.

    Keeping Your Beneficiaries Up to Date

    Keeping Your Beneficiaries Up to Date

    We explore why it's crucial to regularly review your beneficiary designations, ensuring your loved ones receive what you intend. We'll offer practical tips on keeping your beneficiaries current and avoiding common pitfalls. Tune in and safeguard your legacy!

    Making Sense of all Your Investment Choices

    Making Sense of all Your Investment Choices

    Feeling overwhelmed by your investment options? This episode cuts through the jargon and helps you understand what each investment choice really means. We'll break down asset allocation, risk tolerance, and how to build a portfolio that aligns with your financial goals. Tune in and take control of your financial future!

    Investment Strategy and Withdrawal Rates

    Investment Strategy and Withdrawal Rates

    In this episode we unpack the essential elements of crafting a sound investment strategy for retirement. We'll explore the concept of withdrawal rates, helping you determine how much you can safely spend from your nest egg without running out of money. Tune in for expert advice on building a sustainable financial future.

    Alternatives to US Stocks

    Alternatives to US Stocks

    You should have some money in stocks for growth, but you shouldn't have all your eggs in one basket. We talk about other tools and allocations you will want to consider as you get closer to retirement.

    The Importance of a Diversified Investment Strategy

    The Importance of a Diversified Investment Strategy

    What does it mean to have a truly "diversified" investment strategy? We talk about this, and how you can improve and diversify your investments.

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